Stock
OSCV
| Ownership Count: | 96 |
| Ownership Count: | 96 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| Aptus Capital Advisors, LLC | 2.02% |
Added 4.67%
|
4,209,752 | $155,718,000.0 |
| RAYMOND JAMES FINANCIAL INC | 0.02% |
No Change
|
1,526,472 | $56,464,000.0 |
| Raymond James Financial Services Advisors, Inc. | 0.07% |
Added 7.00%
|
1,444,471 | $54,095,000.0 |
| Diversified Enterprises, LLC | 5.04% |
No Change
|
1,419,412 | $52,504,000.0 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 4.2% |
Reduced 2.29%
|
1,382,232 | $51,128,000.0 |
| Integrated Wealth Concepts LLC | 0.44% |
Added 12.97%
|
989,634 | $36,606,000.0 |
| BROGAN FINANCIAL, INC. | 14.04% |
Added 58.81%
|
773,803 | $28,622,000.0 |
| Sugarloaf Wealth Management, LLC | 5.79% |
Added 1.83%
|
759,689 | $28,100,000.0 |
| ENVESTNET ASSET MANAGEMENT INC | 0.01% |
Added 53.86%
|
592,596 | $21,920,000.0 |
| First Heartland Consultants, Inc. | 2.21% |
Added 3.25%
|
553,613 | $20,478,000.0 |
| Second Line Capital, LLC | 5.15% |
Added 1.67%
|
498,670 | $18,445,000.0 |
| KFG WEALTH MANAGEMENT, LLC | 2.9% |
Added 31.78%
|
359,348 | $13,292,000.0 |
| Waterloo Capital, L.P. | 1.42% |
Added 3.26%
|
356,883 | $13,201,000.0 |
| Park Place Capital Corp | 3.08% |
Added 47.40%
|
288,169 | $10,659,000.0 |
| Fiduciary Planning LLC | 3.44% |
Reduced 60.39%
|
226,183 | $6,860,000.0 |