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Eagle Point Credit Company

Name Holding Trade Value Shares
Change
Change in
Stake
Kestra Private Wealth Services
26
Kestra Private Wealth Services
Texas
$740K +$183K +23,936 +33%
PGWM
27
Parisi Gray Wealth Management
New Jersey
$613K +$7.34K +958 +1%
UBS Group
28
UBS Group
Switzerland
$609K +$331K +43,208 +119%
TCM
29
Triumph Capital Management
Colorado
$584K -$193K -25,190 -25%
BI Asset Management Fondsmaeglerselskab
30
BI Asset Management Fondsmaeglerselskab
Denmark
$514K – – –
SIC
31
Samalin Investment Counsel
New York
$507K +$199 +26 +0%
HA
32
Herold Advisors
New York
$406K +$407K +53,050 New
Chicago Partners Investment Group
33
Chicago Partners Investment Group
Illinois
$400K -$16.4K -2,140 -4%
BWP
34
Balboa Wealth Partners
Arizona
$398K +$1.03K +135 +0.3%
Marex Group
35
Marex Group
$344K +$344K +44,952 New
Apollon Wealth Management
36
Apollon Wealth Management
South Carolina
$320K +$172K +22,465 +116%
SCA
37
Sage Capital Advisors
South Dakota
$284K -$8.81K -1,150 -3%
DSAM
38
Dock Street Asset Management
Florida
$253K – – –
Cresset Asset Management
39
Cresset Asset Management
Illinois
$231K – – –
IEQ Capital
40
IEQ Capital
California
$227K – – –
MGO One Seven
41
MGO One Seven
Ohio
$217K +$18.3K +2,382 +9%
GAA
42
Global Assets Advisory
Florida
$210K -$620K -80,940 -75%
Vident Advisory
43
Vident Advisory
Georgia
$206K +$206K +26,902 New
EFS
44
Essex Financial Services
Connecticut
$204K +$7.72K +1,007 +4%
Ameritas Advisory Services
45
Ameritas Advisory Services
Nebraska
$191K +$191K +24,944 New
Ballentine Partners
46
Ballentine Partners
Massachusetts
$186K – – –
CG
47
CFO4Life Group
Texas
$180K – – –
CastleKnight Management
48
CastleKnight Management
New York
$172K – – –
World Investment Advisors
49
World Investment Advisors
California
$171K -$2.66K -347 -2%
NewEdge Advisors
50
NewEdge Advisors
Louisiana
$171K +$148K +19,282 +647%