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Oaktree Specialty Lending

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
151
Geneos Wealth Management
Colorado
$92.6K +$97.1K +6,061 New
CSC
152
Caldwell Sutter Capital
California
$87.9K +$20K +1,250 +28%
CAM
153
Close Asset Management
United Kingdom
$70K
MCM
154
MAI Capital Management
Ohio
$68.1K +$71.4K +4,457 New
SWM
155
Spire Wealth Management
Virginia
$68.1K +$71.4K +4,455 New
Citigroup
156
Citigroup
New York
$65.8K +$15.7K +980 +29%
HI
157
Harbour Investments
Wisconsin
$58.1K +$385 +24 +0.6%
CH
158
Canton Hathaway
Rhode Island
$44K +$46.6K +2,910 New
SNB
159
Security National Bank
Nebraska
$37.1K
Simplex Trading
160
Simplex Trading
Illinois
$36K -$165K -10,277 -81%
CIBC Private Wealth Group
161
CIBC Private Wealth Group
Georgia
$30.1K -$44.9K -2,800 -58%
PP
162
PFS Partners
New Jersey
$29.6K
BF
163
BOK Financial
Oklahoma
$28.4K
NA
164
NewEdge Advisors
Louisiana
$25.2K +$1.6K +100 +6%
Optiver Holding
165
Optiver Holding
Netherlands
$22.3K +$5.22K +326 +29%
NFSG
166
Newbridge Financial Services Group
Florida
$21.3K
QL
167
Quarry LP
New York
$21K +$18.5K +1,157 +531%
TSMHT
168
Thurston Springer Miller Herd & Titak
Indiana
$17.9K +$5.78K +361 +45%
IA
169
IFP Advisors
Florida
$15.3K -$7.26K -453 -31%
CB
170
Community Bank
New York
$15.3K
FCMT
171
Founders Capital Management (Texas)
Texas
$15.3K
KTC
172
Kentucky Trust Company
Kentucky
$15.3K +$16K +1,000 New
FDCDDQ
173
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.1K +$8.73K +545 +222%
Carson Wealth (CWM LLC)
174
Carson Wealth (CWM LLC)
Nebraska
$11K +$6.86K +428 +143%
US Bancorp
175
US Bancorp
Minnesota
$10.2K