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Oaktree Specialty Lending

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
151
Geneos Wealth Management
Colorado
$94.1K +$1.03K +66 +1%
CSC
152
Caldwell Sutter Capital
California
$88.3K
SS
153
Sunbelt Securities
Texas
$80.5K -$16.2K -1,033 -16%
CAM
154
Close Asset Management
United Kingdom
$71K
SWM
155
Spire Wealth Management
Virginia
$70K +$1.65K +105 +2%
FDCDDQ
156
Federation des caisses Desjardins du Quebec
Quebec, Canada
$63.3K +$52.2K +3,327 +421%
HI
157
Harbour Investments
Wisconsin
$58.6K +$298 +19 +0.5%
US Bancorp
158
US Bancorp
Minnesota
$50K +$40.6K +2,590 +389%
AIM
159
Anchor Investment Management
South Carolina
$49.2K +$50.2K +3,200 New
PNC Financial Services Group
160
PNC Financial Services Group
Pennsylvania
$46.8K +$47.8K +3,050 New
SNB
161
Security National Bank
Nebraska
$44.5K +$7.36K +469 +19%
PP
162
PFS Partners
New Jersey
$29.7K
BF
163
BOK Financial
Oklahoma
$29.2K
CIBC Private Wealth Group
164
CIBC Private Wealth Group
Georgia
$26.5K +$784 +50 +3%
SW
165
SVB Wealth
Massachusetts
$26.4K +$27K +1,721 New
National Bank of Canada
166
National Bank of Canada
Quebec, Canada
$26K +$19.1K +1,220 +259%
NA
167
NewEdge Advisors
Louisiana
$25.3K
Optiver Holding
168
Optiver Holding
Netherlands
$22.5K
NFSG
169
Newbridge Financial Services Group
Florida
$21.4K
FCMT
170
Founders Capital Management (Texas)
Texas
$15.4K
KTC
171
Kentucky Trust Company
Kentucky
$15.4K
CB
172
Community Bank
New York
$11.2K -$4.24K -270 -27%
Carson Wealth (CWM LLC)
173
Carson Wealth (CWM LLC)
Nebraska
$11K
AssetMark Inc
174
AssetMark Inc
California
$10.8K +$11K +704 New
S
175
SignatureFD
Georgia
$10.3K +$220 +14 +2%