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Oaktree Specialty Lending

Name Holding Trade Value Shares
Change
Change in
Stake
SBIA
126
Sheaff Brock Investment Advisors
Indiana
$57K
LPL Financial
127
LPL Financial
California
$55K -$2.11K -134 -4%
LB
128
Legacy Bridge
Iowa
$30K
Macquarie Group
129
Macquarie Group
Australia
$23K
Lazard Asset Management
130
Lazard Asset Management
New York
$22K
GWM
131
Geneos Wealth Management
Colorado
$20K +$16 +1 +0.1%
SWM
132
Selective Wealth Management
Virginia
$16K
AIC
133
Archer Investment Corporation
Indiana
$11K
FCMT
134
Founders Capital Management (Texas)
Texas
$11K
TRCT
135
Tower Research Capital (TRC)
New York
$10K +$8.74K +555 +1,233%
VFA
136
Valeo Financial Advisors
Indiana
$9K
Simplex Trading
137
Simplex Trading
Illinois
$9K +$2.69K +171 +43%
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$8K
NSIM
139
North Star Investment Management
Illinois
$8K
RIA
140
Realta Investment Advisors
Delaware
$5K -$2.79K -177 -35%
IA
141
IFP Advisors
Florida
$4K -$28.2K -1,791 -90%
SIS
142
Sound Income Strategies
Florida
$4K
NSCM
143
New South Capital Management
Tennessee
$4K +$4.2K +267 New
JPLA
144
Joseph P. Lucia & Associates
New York
$3K -$5.24K -333 -66%
DAM
145
Delta Asset Management
Tennessee
$3K
CFGS
146
Concourse Financial Group Securities
Alabama
$3K +$2.57K +163 New
WAS
147
Winch Advisory Services
Wisconsin
$2K +$31 +2 +2%
OAM
148
Oxford Asset Management
United Kingdom
-$523K -33,655 Closed
WCM
149
Weld Capital Management
New York
-$498K -32,046 Closed
B
150
Bailard
California
-$400K -25,733 Closed