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DBL

DoubleLine Opportunistic Credit Fund
DBL

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$44.9M +$306K +21,281 +0.7%
AWM
2
Avior Wealth Management
Nebraska
$8.57M +$321K +22,321 +4%
UBS Group
3
UBS Group
Switzerland
$8.34M +$158K +11,003 +2%
ECM
4
Evergreen Capital Management
Washington
$8.06M +$172K +11,917 +2%
Morgan Stanley
5
Morgan Stanley
New York
$7.63M -$457K -31,759 -6%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$6.33M +$922K +64,077 +17%
TPWM
7
Twelve Points Wealth Management
Massachusetts
$5.83M +$604K +41,955 +12%
Ameriprise
8
Ameriprise
Minnesota
$5.04M +$548K +38,089 +12%
GP
9
Gridiron Partners
Pennsylvania
$4.98M +$2.76M +191,741 +124%
SWA
10
Stratos Wealth Advisors
Ohio
$4.69M +$543K +37,744 +13%
IP
11
Intellectus Partners
California
$4.25M +$193K +13,396 +5%
Wells Fargo
12
Wells Fargo
California
$3.79M -$162K -11,269 -4%
CRC
13
Catawba River Capital
South Carolina
$3.73M -$44.3K -3,081 -1%
LPL Financial
14
LPL Financial
California
$3.38M +$56.8K +3,949 +2%
SFS
15
Shaker Financial Services
Virginia
$3.03M +$2.82M +195,812 +1,329%
JAG
16
Journey Advisory Group
Kentucky
$2.47M -$20.6K -1,430 -0.8%
Invesco
17
Invesco
Georgia
$2.34M +$59.5K +4,132 +3%
IFG
18
Independent Financial Group
California
$2M -$52.5K -3,650 -3%
Stifel Financial
19
Stifel Financial
Missouri
$1.92M -$597K -41,513 -24%
GC
20
Guggenheim Capital
Illinois
$1.91M -$776K -53,938 -29%
Raymond James Financial
21
Raymond James Financial
Florida
$1.8M -$151K -10,467 -8%
IP
22
Ignite Planners
California
$1.61M -$37.8K -2,627 -2%
ACP
23
Aviance Capital Partners
Florida
$1.6M +$234K +16,225 +17%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$1.54M +$1.08M +75,190 +238%
BFG
25
Berger Financial Group
Minnesota
$1.49M -$32.5K -2,255 -2%
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