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OCCI

OFS Credit Co

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$2.26M +$1.09M +222,930 +92%
VIA
2
Virtus Investment Advisers
Connecticut
$2.04M +$18.6K +3,796 +0.9%
KAS
3
Kestra Advisory Services
Texas
$401K +$99.2K +20,238 +32%
LPL Financial
4
LPL Financial
California
$296K -$120K -24,569 -29%
Citadel Advisors
5
Citadel Advisors
Florida
$62.5K +$63.3K +12,914 New
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$62K +$62.8K +12,812 New
MWM
7
MinichMacGregor Wealth Management
New York
$56.3K -$579 -118 -1%
SG
8
StoneX Group
New York
$54.9K +$55.6K +11,346 New
PFS
9
Prospera Financial Services
Texas
$51.8K -$4.9K -1,000 -9%
OCM
10
One Capital Management
California
$51.6K
KPWS
11
Kestra Private Wealth Services
Texas
$49.9K
NA
12
NewEdge Advisors
Louisiana
$27.7K
UBS Group
13
UBS Group
Switzerland
$25.5K -$40.4K -8,233 -61%
Osaic Holdings
14
Osaic Holdings
Arizona
$24.7K -$16.2K -3,314 -39%
GRP
15
Global Retirement Partners
California
$13.7K +$13.8K +2,824 New
NFSG
16
Newbridge Financial Services Group
Florida
$11.9K +$824 +168 +7%
BNP Paribas Financial Markets
17
BNP Paribas Financial Markets
France
$9.64K -$9.07K -1,850 -48%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$6K +$431 +88 +7%
HAP
19
Harbor Asset Planning
Massachusetts
$6K
CP
20
Camelot Portfolios
Ohio
$5.27K +$5.34K +1,089 New
PWPS
21
Pinnacle Wealth Planning Services
Ohio
$4.66K +$4.72K +962 New
WA
22
WPG Advisers
Maryland
$2.68K +$1K +205 +59%
HWP
23
Highline Wealth Partners
California
$2.42K
AF
24
Allworth Financial
California
$1.46K
Comerica Bank
25
Comerica Bank
Texas
$397 +$402 +82 New