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Oaktree Specialty Lending

Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
176
Fidelity Investments
Massachusetts
$31K +$31.9K +1,423 New
FCMT
177
Founders Capital Management (Texas)
Texas
$22K
CFGS
178
Concourse Financial Group Securities
Alabama
$21K -$2.53K -113 -11%
SWM
179
Selective Wealth Management
Virginia
$21K +$14.1K +632 +190%
COCM
180
Charter Oak Capital Management
New Hampshire
$19K
IA
181
IFP Advisors
Florida
$19K +$9K +402 +50%
GWM
182
Geneos Wealth Management
Colorado
$18K -$8.15K -364 -30%
TWM
183
Tradition Wealth Management
Minnesota
$17K -$27.6K -1,233 -62%
CWM
184
Cedar Wealth Management
California
$15K
ATC
185
Adirondack Trust Company
New York
$14K
SAM
186
Strategic Asset Management
Minnesota
$11K
AWM
187
AllSquare Wealth Management
New York
$10K
BBPWM
188
Blue Bell Private Wealth Management
Pennsylvania
$10K +$7.46K +333 +333%
NSIM
189
North Star Investment Management
Illinois
$7K -$5.8K -259 -45%
Carson Wealth (CWM LLC)
190
Carson Wealth (CWM LLC)
Nebraska
$7K -$1.99K -89 -23%
AIP
191
Ahrens Investment Partners
Louisiana
$7K
T
192
TCWP
Ohio
$7K +$7.46K +333 New
SIC
193
Salem Investment Counselors
North Carolina
$6K
National Bank of Canada
194
National Bank of Canada
Quebec, Canada
$4K -$7.01K -313 -64%
JPLA
195
Joseph P. Lucia & Associates
New York
$4K +$3.92K +175 New
SIS
196
Sound Income Strategies
Florida
$4K +$4.25K +190 New
APA
197
American Portfolios Advisors
New York
$3.69K
RG
198
Retirement Group
California
$2K
HWMA
199
Heritage Wealth Management (Arizona)
Arizona
$1K +$1.12K +50 New
RRAM
200
River Road Asset Management
Kentucky
-$28.2M -1,258,215 Closed