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Oaktree Specialty Lending

Name Holding Trade Value Shares
Change
Change in
Stake
SIMG
126
Sonora Investment Management Group
Arizona
$241K +$31.4K +2,000 +15%
Citadel Advisors
127
Citadel Advisors
Florida
$239K -$591K -37,662 -71%
CWM
128
Cornerstone Wealth Management
Missouri
$217K -$1K -64 -0.4%
SIG
129
Stonegate Investment Group
Alabama
$215K +$39.9K +2,542 +22%
RW
130
REDW Wealth
New Mexico
$200K +$204K +13,000 New
BL
131
BFSG LLC
California
$196K +$3.53K +225 +2%
MC
132
Moors & Cabot
Massachusetts
$190K +$204 +13 +0.1%
KFA
133
Kelleher Financial Advisors
New York
$186K +$22.5K +1,432 +13%
HCA
134
Horan Capital Advisors
Ohio
$181K
Bank of Montreal
135
Bank of Montreal
Ontario, Canada
$179K +$6.35K +405 +4%
KIC
136
Kensington Investment Counsel
California
$177K +$181K +11,547 New
IFWM
137
Institute for Wealth Management
Colorado
$174K
SM
138
Sciencast Management
New Jersey
$174K +$177K +11,300 New
Corient Private Wealth
139
Corient Private Wealth
Florida
$171K -$739K -47,123 -81%
RFA
140
Register Financial Advisors
Georgia
$170K -$11.7K -744 -6%
Truist Financial
141
Truist Financial
North Carolina
$165K -$120K -7,662 -42%
MCI
142
MRP Capital Investments
Georgia
$164K
FFA
143
First Foundation Advisors
California
$162K
TSS
144
Two Sigma Securities
New York
$162K +$165K +10,547 New
AWA
145
Arete Wealth Advisors
Illinois
$160K +$164K +10,435 New
WI
146
Westbourne Investments
Virginia
$154K +$157K +10,000 New
SG Americas Securities
147
SG Americas Securities
New York
$140K +$33.6K +2,144 +31%
ECM
148
EMC Capital Management
Texas
$134K
Citigroup
149
Citigroup
New York
$125K +$59.9K +3,821 +89%
CH
150
Canton Hathaway
Rhode Island
$113K +$69.6K +4,440 +153%