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Oaktree Specialty Lending

Name Holding Trade Value Shares
Change
Change in
Stake
GAMC
126
Garner Asset Management Corp
Texas
$144K -$24.4K -1,157 -15%
Ameriprise
127
Ameriprise
Minnesota
$143K +$27.7K +1,311 +24%
APWA
128
Atlas Private Wealth Advisors
New Jersey
$141K -$14.1K -669 -9%
CCM
129
Cohen Capital Management
California
$141K
PFA
130
Peak Financial Advisors
Colorado
$140K
MWM
131
Mission Wealth Management
California
$135K
BAM
132
Belpointe Asset Management
Nevada
$135K +$15K +709 +13%
SSA
133
Schonfeld Strategic Advisors
New York
$132K +$132K +6,233 New
MFG
134
Magnus Financial Group
New York
$123K +$63 +3 +0.1%
EFS
135
Essex Financial Services
Connecticut
$117K
CCA
136
Childress Capital Advisors
Texas
$116K
DC
137
Davenport & Co
Virginia
$114K
BSW
138
Buckingham Strategic Wealth
Missouri
$113K -$3.53K -167 -3%
UFF
139
USA Financial Formulas
Michigan
$94K +$93.3K +4,417 New
SI
140
Stephens Inc
Arkansas
$93K
SC
141
Scotia Capital
Ontario, Canada
$89K
HI
142
Harbour Investments
Wisconsin
$88K +$1.08K +51 +1%
US Bancorp
143
US Bancorp
Minnesota
$85K +$83.1K +3,934 +4,371%
FCI
144
Financial Counselors Inc
Kansas
$84K
Squarepoint
145
Squarepoint
New York
$80K -$77.1K -3,649 -49%
CC
146
Centiva Capital
New York
$79K +$79.3K +3,752 New
SBIA
147
Sheaff Brock Investment Advisors
Indiana
$74K
HCM
148
Hilton Capital Management
New York
$73K
CIBC Asset Management
149
CIBC Asset Management
Ontario, Canada
$71K +$70.7K +3,347 New
JMF
150
Johnson Midwest Financial
Iowa
$60K +$254 +12 +0.4%