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Oaktree Specialty Lending

Name Holding Trade Value Shares
Change
Change in
Stake
GLA
126
Good Life Advisors
Pennsylvania
$163K -$11.1K -501 -6%
SWM
127
Spire Wealth Management
Virginia
$160K
CIBC World Market
128
CIBC World Market
Ontario, Canada
$160K +$158K +7,142 New
CAAS
129
Capital Asset Advisory Services
Michigan
$155K +$153K +6,911 New
CCM
130
Cohen Capital Management
California
$149K
MWM
131
Mission Wealth Management
California
$143K
EFS
132
Essex Financial Services
Connecticut
$139K +$14.8K +667 +12%
IAN
133
Integrated Advisors Network
Texas
$136K +$135K +6,084 New
Bank of America
134
Bank of America
North Carolina
$135K -$21.5K -972 -14%
GAMC
135
Garner Asset Management Corp
Texas
$135K -$16.8K -758 -11%
MFG
136
Magnus Financial Group
New York
$130K +$66 +3 +0.1%
APWA
137
Atlas Private Wealth Advisors
New Jersey
$129K -$19.7K -892 -13%
CCA
138
Childress Capital Advisors
Texas
$123K
DC
139
Davenport & Co
Virginia
$121K
BSW
140
Buckingham Strategic Wealth
Missouri
$119K
WJA
141
Willis Johnson & Associates
Texas
$111K +$110K +4,965 New
Jane Street
142
Jane Street
New York
$109K +$108K +4,872 New
CIBC Asset Management
143
CIBC Asset Management
Ontario, Canada
$105K +$29.3K +1,325 +40%
SIA
144
Schechter Investment Advisors
Michigan
$100K +$99.2K +4,483 New
SI
145
Stephens Inc
Arkansas
$98K
FVWA
146
Foster Victor Wealth Advisors
South Carolina
$95K +$90.4K +4,084 New
SC
147
Scotia Capital
Ontario, Canada
$94K
VWA
148
Visionary Wealth Advisors
Illinois
$93K +$91.8K +4,148 New
US Bancorp
149
US Bancorp
Minnesota
$90K
VWMG
150
Virginia Wealth Management Group
Virginia
$90K +$88.5K +4,000 New