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Oaktree Specialty Lending

Name Holding Trade Value Shares
Change
Change in
Stake
SCA
101
SMH Capital Advisors
Texas
$319K -$5.58K -264 -2%
CSS
102
Cubist Systematic Strategies
Connecticut
$318K +$31.4K +1,487 +11%
SCM
103
Shelton Capital Management
Colorado
$277K
Envestnet Asset Management
104
Envestnet Asset Management
Illinois
$263K +$162K +7,669 +161%
Commonwealth Equity Services
105
Commonwealth Equity Services
Massachusetts
$258K +$145K +6,852 +128%
SFI
106
Susquehanna Fundamental Investments
Pennsylvania
$249K -$110K -5,200 -31%
RJFSA
107
Raymond James Financial Services Advisors
Florida
$249K +$1.94K +92 +0.8%
Goldman Sachs
108
Goldman Sachs
New York
$237K -$288K -13,633 -55%
EGA
109
Eagle Global Advisors
Texas
$223K -$390K -18,440 -64%
Rockefeller Capital Management
110
Rockefeller Capital Management
New York
$216K +$465 +22 +0.2%
CA
111
Calton & Associates
Florida
$196K +$5.64K +267 +3%
TCWM
112
Total Clarity Wealth Management
Illinois
$192K +$192K +9,083 New
QC
113
Quadrature Capital
United Kingdom
$191K +$9.23K +437 +5%
Cetera Investment Advisers
114
Cetera Investment Advisers
Illinois
$190K +$190K +8,981 New
SIC
115
Samalin Investment Counsel
New York
$189K +$75.2K +3,559 +66%
JP Morgan Chase
116
JP Morgan Chase
New York
$189K +$189K +8,938 New
VFA
117
Valeo Financial Advisors
Indiana
$176K +$176K +8,333 New
Victory Capital Management
118
Victory Capital Management
Texas
$166K -$8.39K -397 -5%
GC
119
Grimes & Company
Massachusetts
$165K +$20.3K +963 +14%
GLA
120
Good Life Advisors
Pennsylvania
$165K +$164K +7,784 New
SWM
121
Spire Wealth Management
Virginia
$152K
Brown Advisory
122
Brown Advisory
Maryland
$150K +$9K +426 +6%
Bank of America
123
Bank of America
North Carolina
$148K -$9.26K -438 -6%
Mercer Global Advisors
124
Mercer Global Advisors
Colorado
$146K +$47K +2,224 +48%
LIG
125
Lokken Investment Group
Delaware
$145K -$282K -13,333 -66%