We are live on ! Find out more
OCCI

OFS Credit Co

Name Holding Trade Value Shares
Change
Change in
Stake
TJHA
1
Thomas J. Herzfeld Advisors
Florida
$6.25M +$3.17M +401,164 +84%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.74M +$2.41M +304,641 +372%
BA
3
Bard Associates
Illinois
$868K -$7.28K -921 -0.8%
GL
4
Graypoint LLC
New York
$760K +$848K +107,260 New
LPL Financial
5
LPL Financial
California
$506K +$564K +71,319 New
Baird Financial Group
6
Baird Financial Group
Wisconsin
$422K +$46.2K +5,837 +11%
AFG
7
Atomi Financial Group
New York
$262K +$39.3K +4,965 +16%
Osaic Holdings
8
Osaic Holdings
Arizona
$247K +$105K +13,235 +61%
AWA
9
Arkadios Wealth Advisors
Georgia
$223K +$11.7K +1,481 +5%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$202K -$18K -2,276 -7%
BRWA
11
B. Riley Wealth Advisors
Florida
$171K +$24.1K +3,053 +16%
IAIM
12
International Assets Investment Management
Florida
$137K +$66.2K +8,366 +75%
VF
13
Virtu Financial
New York
$126K +$141K +17,777 New
Morgan Stanley
14
Morgan Stanley
New York
$124K -$2.15K -272 -2%
NA
15
NewEdge Advisors
Louisiana
$92.2K -$55.9K -7,075 -35%
KA
16
Kovack Advisors
Florida
$72.5K -$23.8K -3,013 -23%
LC
17
Lindbrook Capital
California
$54K +$2.59K +327 +4%
Wells Fargo
18
Wells Fargo
California
$41.3K +$1.85K +234 +4%
LFA
19
LGT Financial Advisors
Texas
$21.7K +$24.3K +3,067 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$5K +$2.06K +260 +62%
AF
21
Advisornet Financial
Minnesota
$261 +$24 +3 +9%
CPG
22
Cornerstone Planning Group
New Jersey
$240 +$16 +2 +6%
BWP
23
Balboa Wealth Partners
Arizona
-$144K -17,250 Closed
JMPWA
24
JP Morgan Private Wealth Advisors
California
-$94.9K -11,356 Closed