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DBL

DoubleLine Opportunistic Credit Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CI Investments Inc
26
CI Investments Inc
Ontario, Canada
$462K
USCWA
27
U.S. Capital Wealth Advisors
Texas
$404K
AA
28
Apriem Advisors
California
$399K -$58.2K -3,900 -12%
FM
29
Family Management
New York
$393K
VCP
30
Verus Capital Partners
Arizona
$384K +$54.2K +3,628 +15%
Osaic Holdings
31
Osaic Holdings
Arizona
$343K -$110K -7,379 -23%
CWM
32
Circle Wealth Management
New Jersey
$330K
FSA
33
Fort Sheridan Advisors
Illinois
$274K +$314 +21 +0.1%
IAIM
34
International Assets Investment Management
Florida
$226K -$49.3K -3,304 -17%
SPC
35
Sigma Planning Corp
Michigan
$221K +$508 +34 +0.2%
KA
36
Kercheville Advisors
Texas
$219K -$37.1K -2,486 -14%
MWM
37
Melfa Wealth Management
Massachusetts
$212K +$2.31K +155 +1%
SW
38
SkyOak Wealth
Michigan
$199K +$2.17K +145 +1%
BRWA
39
B. Riley Wealth Advisors
Florida
$196K -$56.3K -3,772 -21%
HighTower Advisors
40
HighTower Advisors
Illinois
$181K -$38.2K -2,561 -17%
AC
41
Addison Capital
Pennsylvania
$179K
BHWA
42
Beacon Harbor Wealth Advisors
Virginia
$174K -$119K -8,000 -39%
Stifel Financial
43
Stifel Financial
Missouri
$173K
KCPG
44
Kavar Capital Partners Group
Kansas
$173K +$182K +12,188 New
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$171K
Truist Financial
46
Truist Financial
North Carolina
$161K +$12.4K +830 +8%
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$160K
ICMP
48
Integrated Capital Management (Pennsylvania)
Pennsylvania
$154K +$1.07M +71,598 +709%
FWM
49
Focused Wealth Management
New York
$151K +$3.43K +230 +2%
JIC
50
Joel Isaacson & Co
New York
$148K +$149 +10 +0.1%