We are live on ! Find out more
DBL

DoubleLine Opportunistic Credit Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AA
26
Apriem Advisors
California
$476K -$29.9K -2,050 -6%
Osaic Holdings
27
Osaic Holdings
Arizona
$468K +$273K +18,720 +146%
IP
28
Ignite Planners
California
$466K +$440K +30,217 New
USCWA
29
U.S. Capital Wealth Advisors
Texas
$423K +$415K +28,460 New
FM
30
Family Management
New York
$412K -$1.05M -72,108 -72%
VCP
31
Verus Capital Partners
Arizona
$349K +$106K +7,292 +45%
CWM
32
Circle Wealth Management
New Jersey
$346K
BHWA
33
Beacon Harbor Wealth Advisors
Virginia
$301K +$296K +20,300 New
FSA
34
Fort Sheridan Advisors
Illinois
$286K -$48.1K -3,301 -15%
IAIM
35
International Assets Investment Management
Florida
$286K +$135K +9,263 +93%
KA
36
Kercheville Advisors
Texas
$266K -$14.3K -981 -5%
BRWA
37
B. Riley Wealth Advisors
Florida
$261K +$256K +17,573 New
SPC
38
Sigma Planning Corp
Michigan
$231K +$510 +35 +0.2%
HighTower Advisors
39
HighTower Advisors
Illinois
$228K -$40.4K -2,774 -15%
MWM
40
Melfa Wealth Management
Massachusetts
$220K +$216K +14,826 New
SW
41
SkyOak Wealth
Michigan
$206K +$2.08K +143 +1%
AC
42
Addison Capital
Pennsylvania
$188K
Stifel Financial
43
Stifel Financial
Missouri
$181K +$8.74K +600 +5%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$179K
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$168K +$26.2K +1,800 +19%
Truist Financial
46
Truist Financial
North Carolina
$157K -$12.4K -848 -7%
JIC
47
Joel Isaacson & Co
New York
$155K -$125K -8,564 -45%
FWM
48
Focused Wealth Management
New York
$155K +$3.38K +232 +2%
ICMP
49
Integrated Capital Management (Pennsylvania)
Pennsylvania
$150K -$8.2K -563 -5%
GWM
50
Geneos Wealth Management
Colorado
$142K +$67.1K +4,607 +93%