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DBL

DoubleLine Opportunistic Credit Fund

Name Holding Trade Value Shares
Change
Change in
Stake
USCWA
26
U.S. Capital Wealth Advisors
Texas
$489K -$2.46K -171 -0.5%
CI Investments Inc
27
CI Investments Inc
Ontario, Canada
$476K
Osaic Holdings
28
Osaic Holdings
Arizona
$415K +$40.8K +2,832 +11%
AA
29
Apriem Advisors
California
$411K
NA
30
NewEdge Advisors
Louisiana
$379K -$197K -13,700 -35%
Comerica Bank
31
Comerica Bank
Texas
$361K +$357K +24,753 New
CWM
32
Circle Wealth Management
New Jersey
$340K
FSA
33
Fort Sheridan Advisors
Illinois
$241K +$7.21K +500 +3%
WJWM
34
Williams Jones Wealth Management
New York
$241K +$238K +16,516 New
KA
35
Kercheville Advisors
Texas
$225K +$216 +15 +0.1%
MWM
36
Melfa Wealth Management
Massachusetts
$223K +$2.41K +167 +1%
FM
37
Family Management
New York
$209K -$165K -11,463 -44%
BHWA
38
Beacon Harbor Wealth Advisors
Virginia
$208K +$28.8K +2,000 +16%
BRWA
39
B. Riley Wealth Advisors
Florida
$187K +$4.18K +290 +2%
GSEP
40
Golden State Equity Partners
California
$185K -$937 -65 -0.5%
AC
41
Addison Capital
Pennsylvania
$184K
KCPG
42
Kavar Capital Partners Group
Kansas
$179K +$562 +39 +0.3%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$175K -$2.09K -145 -1%
JIC
44
Joel Isaacson & Co
New York
$153K +$159 +11 +0.1%
Truist Financial
45
Truist Financial
North Carolina
$149K +$147K +10,189 New
CCP
46
Carmel Capital Partners
California
$102K
HCM
47
Highlander Capital Management
New Jersey
$67K +$18K +1,250 +37%
S
48
SignatureFD
Georgia
$55.6K +$1.24K +86 +2%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$48.9K +$1.1K +76 +2%
IA
50
IFP Advisors
Florida
$44.2K