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Oaktree Specialty Lending

Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
101
Commonwealth Equity Services
Massachusetts
$428K +$155K +6,926 +56%
BAM
102
Belpointe Asset Management
Nevada
$409K +$130K +5,787 +46%
KBC Group
103
KBC Group
Belgium
$396K
Envestnet Asset Management
104
Envestnet Asset Management
Illinois
$382K +$10.2K +457 +3%
EGA
105
Eagle Global Advisors
Texas
$380K
Susquehanna International Group
106
Susquehanna International Group
Pennsylvania
$377K +$382K +17,071 New
Brown Advisory
107
Brown Advisory
Maryland
$368K +$102K +4,574 +38%
SSA
108
Schonfeld Strategic Advisors
New York
$338K +$140K +6,234 +69%
SCA
109
SMH Capital Advisors
Texas
$330K -$1.59K -71 -0.5%
GC
110
Guggenheim Capital
Illinois
$322K +$61.9K +2,767 +23%
Ameriprise
111
Ameriprise
Minnesota
$316K +$129K +5,749 +67%
Cetera Investment Advisers
112
Cetera Investment Advisers
Illinois
$298K +$425 +19 +0.1%
MW
113
Marcum Wealth
Ohio
$295K +$298K +13,333 New
ECM
114
EMC Capital Management
Texas
$292K +$304K +13,594 New
JF
115
Jump Financial
Illinois
$285K +$66.5K +2,970 +30%
SS
116
Simplicity Solutions
Minnesota
$283K +$287K +12,801 New
Northern Trust
117
Northern Trust
Illinois
$276K +$106K +4,755 +61%
BNP Paribas Financial Markets
118
BNP Paribas Financial Markets
France
$263K +$186K +8,300 +231%
DLG
119
Daniel L. Goodwin
$262K +$266K +11,867 New
CA
120
Calton & Associates
Florida
$258K +$46.9K +2,096 +22%
CBFP
121
Cedar Brook Financial Partners
Ohio
$246K -$7.46K -333 -3%
MC
122
Moors & Cabot
Massachusetts
$236K +$49.7K +2,218 +26%
SPIA
123
Steward Partners Investment Advisory
New York
$228K -$189K -8,451 -45%
Rockefeller Capital Management
124
Rockefeller Capital Management
New York
$226K +$537 +24 +0.2%
TCWM
125
Total Clarity Wealth Management
Illinois
$203K -$16.2K -724 -7%