We are live on ! Find out more
DBL

DoubleLine Opportunistic Credit Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$600K
Creative Planning
27
Creative Planning
Kansas
$480K
FWM
28
Focused Wealth Management
New York
$452K
PAG
29
Private Advisor Group
New Jersey
$431K +$55.6K +2,073 +14%
EFS
30
Essex Financial Services
Connecticut
$419K
SPC
31
Sigma Planning Corp
Michigan
$415K +$9.39K +350 +2%
WT
32
Whittier Trust
California
$412K
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$408K -$51.1K -1,903 -11%
VHAM
34
Van Hulzen Asset Management
California
$403K
HB
35
Homrich & Berg
Georgia
$363K +$10.7K +399 +3%
WS
36
Wedbush Securities
California
$338K -$8.69K -324 -2%
Stifel Financial
37
Stifel Financial
Missouri
$333K +$349K +13,020 New
AI
38
Atria Investments
North Carolina
$331K -$47.1K -1,754 -12%
HCM
39
Hollencrest Capital Management
California
$320K
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$307K -$2.52K -94 -0.8%
BAS
41
Brown Advisory Securities
Maryland
$300K
RJFSA
42
Raymond James Financial Services Advisors
Florida
$296K -$15.7K -584 -5%
SC
43
Scotia Capital
Ontario, Canada
$281K
SWP
44
Stratos Wealth Partners
Ohio
$270K +$282K +10,500 New
LWAC
45
Laurel Wealth Advisors (California)
California
$257K +$2.36K +88 +0.9%
Manulife (Manufacturers Life Insurance)
46
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$253K +$121K +4,515 +85%
CWM
47
Concert Wealth Management
California
$225K +$234K +8,739 New
MFS
48
MSI Financial Services
Massachusetts
$81K -$72.7K -2,711 -46%
WTC
49
WhitTier Trust Company
Nevada
$78K
AG
50
Advisor Group
Arizona
$58K