Filing Research | OXFORD SQUARE CAP CORP Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

10 / 10 loaded

#		Instrument	quantity
1	Silverberg Bernstein Capital Management LLC	Shares	106.7KSH	$140.9K
2	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	37.5KSH	$49.5K
3	BostonPremier Wealth LLC	Shares	26.0KSH	$34.4K
4	CWA Asset Management Group, LLC	Shares	11.7KSH	$15.4K
5	National Wealth Management Group, LLC	Shares	11.6KSH	$15.3K
6	LifeSteps Financial, Inc.	Shares	10.0KSH	$13.2K
7	Triumph Capital Management	Shares	3.6KSH	$4.8K
8	CoreCap Advisors, LLC	Shares	1.0KSH	$1.4K
9	Community Financial Services Group, LLC	Shares	515SH	$680
10	Farther Finance Advisors, LLC	Shares	0SH	$0

Manager changes2026-06-30 vs 2026-03-31

10 / 10 loaded

#		Instrument
1	CWA Asset Management Group, LLC new	Shares	+11.7K	+$15.4K	$15.4K
2	Farther Finance Advisors, LLC unchanged	Shares	0	$0	$0
3	Community Financial Services Group, LLC unchanged	Shares	0	-$232	$680
4	CoreCap Advisors, LLC unchanged	Shares	0	-$469	$1.4K
5	Triumph Capital Management unchanged	Shares	0	-$1.6K	$4.8K
6	National Wealth Management Group, LLC added	Shares	+785	-$3.8K	$15.3K
7	LifeSteps Financial, Inc. unchanged	Shares	0	-$4.5K	$13.2K
8	BostonPremier Wealth LLC unchanged	Shares	0	-$11.7K	$34.4K
9	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	-$16.9K	$49.5K
10	Silverberg Bernstein Capital Management LLC unchanged	Shares	0	-$48.0K	$140.9K

Filing Research | OXFORD SQUARE CAP CORP Institutional Holdings