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Oaktree Specialty Lending

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$272K +$84.1K +4,178 +48%
DLG
102
Daniel L. Goodwin
$270K +$16.8K +833 +7%
VEA
103
Virtus ETF Advisers
New York
$268K -$79.2K -3,935 -23%
FFA
104
First Foundation Advisors
California
$267K -$27.2K -1,349 -9%
MC
105
Moors & Cabot
Massachusetts
$256K +$2.98K +148 +1%
RJFSA
106
Raymond James Financial Services Advisors
Florida
$253K -$83.1K -4,126 -25%
D.E. Shaw & Co
107
D.E. Shaw & Co
New York
$251K -$529K -26,292 -68%
MML Investors Services
108
MML Investors Services
Massachusetts
$233K
SW
109
SVB Wealth
Massachusetts
$232K +$96.4K +4,787 +74%
Rockefeller Capital Management
110
Rockefeller Capital Management
New York
$229K +$12.5K +619 +6%
DWT
111
Dorsey & Whitney Trust
South Dakota
$220K -$107K -5,333 -33%
BTI
112
Blue Trust Inc
Georgia
$216K +$13.4K +667 +6%
QT
113
Quantbot Technologies
New York
$214K +$209K +10,360 New
Cetera Investment Advisers
114
Cetera Investment Advisers
Illinois
$213K -$174K -8,649 -46%
EFS
115
Essex Financial Services
Connecticut
$210K
CC
116
Cipher Capital
New York
$208K +$203K +10,084 New
JP Morgan Chase
117
JP Morgan Chase
New York
$205K -$321K -15,936 -62%
Balyasny Asset Management
118
Balyasny Asset Management
Illinois
$203K +$198K +9,841 New
WP
119
WealthPLAN Partners
Nebraska
$202K +$67.1K +3,333 New
WIM
120
WealthPlan Investment Management
Nebraska
$201K
EGA
121
Eagle Global Advisors
Texas
$197K
PI
122
Putnam Investments
Massachusetts
$195K -$11.6K -577 -6%
CIBC World Market
123
CIBC World Market
Ontario, Canada
$179K
RFA
124
Register Financial Advisors
Georgia
$179K +$174K +8,665 New
FRM
125
Fox Run Management
Connecticut
$177K +$37.8K +1,880 +28%