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Thornburg Income Builder Opportunities Trust
TBLD

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
UBS Group
1
UBS Group
Switzerland
USD 41 M +USD 284 k +12,933 +0.7%
DWM
2
DKM Wealth Management
California
USD 21.1 M -USD 149 k -6,800 -0.7%
Stifel Financial
3
Stifel Financial
Missouri
USD 18.5 M +USD 1.4 M +63,666 +8%
Morgan Stanley
4
Morgan Stanley
New York
USD 17 M +USD 1.09 M +49,696 +7%
AW
5
Atlas Wealth
Ohio
USD 15.7 M +USD 15.6 M +710,893 Nuevas
Raymond James Financial
6
Raymond James Financial
Florida
USD 15.6 M +USD 1.73 M +78,689 +13%
Advisors Asset Management
7
Advisors Asset Management
Colorado
USD 12.5 M -USD 540 k -24,589 -4%
Kera Capital Partners
8
Kera Capital Partners
California
USD 10.6 M +USD 612 k +27,853 +6%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
USD 10.2 M +USD 321 k +14,589 +3%
Wells Fargo
10
Wells Fargo
California
USD 9.43 M -USD 1.24 M -56,375 -12%
LPL Financial
11
LPL Financial
California
USD 7.19 M +USD 482 k +21,935 +7%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
USD 3.56 M +USD 88.8 k +4,043 +3%
Sanctuary Advisors
13
Sanctuary Advisors
Indiana
USD 3.08 M +USD 242 k +10,995 +9%
Private Advisor Group
14
Private Advisor Group
New Jersey
USD 2.67 M +USD 115 k +5,248 +5%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
USD 2.64 M +USD 1.04 M +47,400 +65%
Hennion & Walsh Asset Management
16
Hennion & Walsh Asset Management
New Jersey
USD 2.32 M +USD 56.3 k +2,563 +3%
TJHA
17
Thomas J. Herzfeld Advisors
Florida
USD 1.78 M +USD 241 k +10,977 +16%
ACM
18
Alessandra Capital Management
California
USD 1.74 M -USD 80 k -3,640 -4%
Evolve Private Wealth
19
Evolve Private Wealth
California
USD 1.72 M -USD 129 k -5,892 -7%
Invesco
20
Invesco
Georgia
USD 1.71 M -USD 36.4 k -1,656 -2%
Concurrent Investment Advisors
21
Concurrent Investment Advisors
Florida
USD 1.58 M -USD 451 k -20,506 -22%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
USD 1.54 M +USD 189 k +8,622 +14%
D.A. Davidson & Co
23
D.A. Davidson & Co
Montana
USD 1.53 M +USD 1.38 k +63 +0.1%
Kestra Advisory Services
24
Kestra Advisory Services
Texas
USD 1.49 M -USD 29 k -1,322 -2%
Osaic Holdings
25
Osaic Holdings
Arizona
USD 1.24 M +USD 212 k +9,643 +21%
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