We are live on ! Find out more
DBL

DoubleLine Opportunistic Credit Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MWPCG
26
Measured Wealth Private Client Group
New Hampshire
$902K +$28.5K +1,441 +3%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$870K +$109K +5,533 +14%
PAS
28
Park Avenue Securities
New York
$783K +$35.2K +1,781 +5%
AA
29
Apriem Advisors
California
$709K +$59.3K +3,000 +9%
HighTower Advisors
30
HighTower Advisors
Illinois
$610K
MAFM
31
Mid Atlantic Financial Management
Pennsylvania
$588K +$31.6K +1,600 +6%
VHAM
32
Van Hulzen Asset Management
California
$587K
SAM
33
Secure Asset Management
Michigan
$554K -$237K -12,000 -30%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$447K +$18.4K +932 +4%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$421K -$33.4K -1,691 -7%
BHWA
36
Beacon Harbor Wealth Advisors
Virginia
$401K
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$372K -$1.98K -100 -0.5%
MA
38
Mutual Advisors
Nebraska
$363K
SPC
39
Sigma Planning Corp
Michigan
$355K +$534 +27 +0.2%
KAS
40
Kestra Advisory Services
Texas
$353K -$125K -6,327 -26%
Truist Financial
41
Truist Financial
North Carolina
$296K -$16.7K -843 -5%
JIC
42
Joel Isaacson & Co
New York
$296K +$297K +15,000 New
AC
43
Addison Capital
Pennsylvania
$282K
Osaic Holdings
44
Osaic Holdings
Arizona
$271K +$1.62K +82 +0.6%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$246K +$11.4K +575 +5%
SW
46
SkyOak Wealth
Michigan
$237K +$929 +47 +0.4%
PAG
47
Private Advisor Group
New Jersey
$224K -$5.1K -258 -2%
WS
48
Wedbush Securities
California
$213K +$213K +10,767 New
Stifel Financial
49
Stifel Financial
Missouri
$207K -$75.6K -3,822 -27%
RJFSA
50
Raymond James Financial Services Advisors
Florida
$205K +$205K +10,366 New