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OCCI

OFS Credit Co

Name Holding Trade Value Shares
Change
Change in
Stake
VIA
1
Virtus Investment Advisers
Connecticut
$2.18M -$271K -42,766 -11%
Morgan Stanley
2
Morgan Stanley
New York
$2.05M +$2.01M +316,426 +2,512%
GL
3
Graypoint LLC
New York
$854K -$200K -31,511 -19%
LPL Financial
4
LPL Financial
California
$552K +$9.35K +1,473 +2%
KAS
5
Kestra Advisory Services
Texas
$331K
Jane Street
6
Jane Street
New York
$263K -$131K -20,700 -33%
NW
7
Naviter Wealth
Arkansas
$128K +$131K +20,591 New
NA
8
NewEdge Advisors
Louisiana
$105K -$5.2K -820 -5%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$77.3K +$78.7K +12,402 New
PFS
10
Prospera Financial Services
Texas
$73.5K +$74.9K +11,800 New
MWM
11
MinichMacGregor Wealth Management
New York
$73.1K +$74.5K +11,739 New
Fisher Asset Management
12
Fisher Asset Management
Washington
$68.5K +$69.8K +11,000 New
Osaic Holdings
13
Osaic Holdings
Arizona
$67.2K +$26K +4,100 +61%
MWM
14
Melfa Wealth Management
Massachusetts
$64.1K +$44 +7 +0.1%
LFG
15
Larson Financial Group
Missouri
$63.2K +$64.3K +10,138 New
Raymond James Financial
16
Raymond James Financial
Florida
$26.2K +$26.7K +4,200 New
NFSG
17
Newbridge Financial Services Group
Florida
$13.4K +$13.7K +2,155 New
HAP
18
Harbor Asset Planning
Massachusetts
$7.72K +$7.86K +1,239 New
GWM
19
Geneos Wealth Management
Colorado
$6.92K +$7.04K +1,110 New
AWM
20
Accredited Wealth Management
Kentucky
$6.23K
BlackRock
21
BlackRock
New York
$6.23K
WA
22
WPG Advisers
Maryland
$2.93K +$2.98K +470 New
UBS Group
23
UBS Group
Switzerland
$2.02K -$10.8K -1,705 -84%
AF
24
Allworth Financial
California
$1.88K
PS
25
Principal Securities
Iowa
$579