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Holder | Amount | Position Size
($ in 1000's) | As of |
Aptus Capital Advisors LLC | 3,309,386 | $111,099 | 12/31/2023 | OSCV | 3,309,386 | $111,099 | 12/31/2023 | Guardian Wealth Advisors LLC NC | 1,293,516 | $43,425 | 12/31/2023 | OSCV | 1,293,516 | $43,425 | 12/31/2023 | Sugarloaf Wealth Management LLC | 731,624 | $26,309 | 03/31/2024 | OSCV | 731,624 | $26,309 | 03/31/2024 | First Heartland Consultants Inc. | 485,739 | $16,307 | 12/31/2023 | OSCV | 485,739 | $16,307 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 445,335 | $16,014 | 03/31/2024 | OSCV | 445,335 | $16,014 | 03/31/2024 | Brogan Financial Inc. | 438,778 | $14,730 | 12/31/2023 | OSCV | 438,778 | $14,730 | 12/31/2023 | Second Line Capital LLC | 368,013 | $12,355 | 12/31/2023 | OSCV | 368,013 | $12,355 | 12/31/2023 | Waterloo Capital L.P. | 272,185 | $9,138 | 12/31/2023 | OSCV | 272,185 | $9,138 | 12/31/2023 | ORG Partners LLC | 182,031 | $6,111 | 12/31/2023 | OSCV | 182,031 | $6,111 | 12/31/2023 | Advisory Services Network LLC | 160,167 | $5,377 | 12/31/2023 | OSCV | 160,167 | $5,377 | 12/31/2023 | Envestnet Asset Management Inc. | 159,389 | $5,351 | 12/31/2023 | OSCV | 159,389 | $5,351 | 12/31/2023 | Spotlight Asset Group Inc. | 138,986 | $4,666 | 12/31/2023 | OSCV | 138,986 | $4,666 | 12/31/2023 | CENTRAL TRUST Co | 111,711 | $4,017 | 03/31/2024 | OSCV | 111,711 | $4,017 | 03/31/2024 | TrueWealth Advisors LLC | 82,443 | $2,965 | 03/31/2024 | OSCV | 82,443 | $2,965 | 03/31/2024 | Park Place Capital Corp | 69,116 | $2,485 | 03/31/2024 | OSCV | 69,116 | $2,485 | 03/31/2024 | SILVER OAK SECURITIES Inc | 52,398 | $1,759 | 12/31/2023 | OSCV | 52,398 | $1,759 | 12/31/2023 | Integrated Wealth Concepts LLC | 51,314 | $1,723 | 12/31/2023 | OSCV | 51,314 | $1,723 | 12/31/2023 | MBE Wealth Management LLC | 38,023 | $1,367 | 03/31/2024 | OSCV | 38,023 | $1,367 | 03/31/2024 | One One Wealth Management LLC | 32,303 | $1,162 | 03/31/2024 | OSCV | 32,303 | $1,162 | 03/31/2024 | Citadel Advisors LLC | 26,530 | $891 | 12/31/2023 | OSCV | 26,530 | $891 | 12/31/2023 | LPL Financial LLC | 19,662 | $660 | 12/31/2023 | OSCV | 19,662 | $660 | 12/31/2023 | Atomi Financial Group Inc. | 16,205 | $544 | 12/31/2023 | OSCV | 16,205 | $544 | 12/31/2023 | Raymond James & Associates | 14,968 | $538 | 03/31/2024 | OSCV | 14,968 | $538 | 03/31/2024 | Advisor Resource Council | 13,543 | $455 | 03/31/2024 | OSCV | 13,543 | $455 | 03/31/2024 | Signal Advisors Wealth LLC | 6,547 | $235 | 03/31/2024 | OSCV | 6,547 | $235 | 03/31/2024 | Global Retirement Partners LLC | 3,970 | $143 | 03/31/2024 | OSCV | 3,970 | $143 | 03/31/2024 | JPMorgan Chase & Co. | 1,597 | $54 | 12/31/2023 | OSCV | 1,597 | $54 | 12/31/2023 | Royal Bank of Canada | 787 | $26 | 12/31/2023 | OSCV | 787 | $26 | 12/31/2023 | UBS Group AG | 461 | $15 | 12/31/2023 | OSCV | 461 | $15 | 12/31/2023 | Capital Investment Advisory Services LLC | 244 | $9 | 03/31/2024 | OSCV | 244 | $9 | 03/31/2024 | Wells Fargo & Company MN | 1 | $0 | 12/31/2023 | OSCV | 1 | $0 | 12/31/2023 |
See All: Funds Holding OSCV
See Details: Top 10 Hedge Funds Holding OSCV
Also See: OSCV Holdings Changes
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