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Oaktree Specialty Lending

Name Holding Trade Value Shares
Change
Change in
Stake
PA
126
Parallel Advisors
California
$264K -$12.8K -800 -4%
LC
127
Lindbrook Capital
California
$260K -$16 -1 -0%
RPCA
128
Running Point Capital Advisors
California
$260K +$272K +17,000 New
NP
129
Nilsine Partners
Colorado
$251K
GT
130
Glenview Trust
Kentucky
$247K -$220K -13,752 -46%
FRM
131
Fox Run Management
Connecticut
$237K +$87.7K +5,471 +54%
ProShare Advisors
132
ProShare Advisors
Maryland
$228K +$34K +2,124 +17%
CWM
133
Cornerstone Wealth Management
Missouri
$217K -$26.1K -1,629 -10%
SIMG
134
Sonora Investment Management Group
Arizona
$209K +$219K +13,700 New
Corient Private Wealth
135
Corient Private Wealth
Florida
$193K +$473K +29,502 +103%
BL
136
BFSG LLC
California
$192K +$68.9K +4,300 +52%
MC
137
Moors & Cabot
Massachusetts
$189K +$256 +16 +0.1%
CANY
138
Caxton Associates (New York)
New York
$184K
RFA
139
Register Financial Advisors
Georgia
$180K -$24.7K -1,543 -12%
HCA
140
Horan Capital Advisors
Ohio
$180K
OAM
141
Oxford Asset Management
United Kingdom
$178K +$187K +11,676 New
SIG
142
Stonegate Investment Group
Alabama
$175K
IFWM
143
Institute for Wealth Management
Colorado
$173K -$8.01K -500 -4%
Bank of Montreal
144
Bank of Montreal
Ontario, Canada
$172K +$5.82K +363 +3%
KFA
145
Kelleher Financial Advisors
New York
$164K +$171K +10,700 New
MCI
146
MRP Capital Investments
Georgia
$163K -$92.1K -5,747 -35%
FFA
147
First Foundation Advisors
California
$161K
ECM
148
EMC Capital Management
Texas
$133K +$48.5K +3,026 +53%
SG Americas Securities
149
SG Americas Securities
New York
$106K +$112K +6,965 New
SS
150
Sunbelt Securities
Texas
$95.5K +$385 +24 +0.4%