We are live on ! Find out more
DBL

DoubleLine Opportunistic Credit Fund

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
51
Edge Wealth Management
New York
$149K
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$137K -$157K -7,601 -54%
Citigroup
53
Citigroup
New York
$86K -$8.28K -400 -9%
APA
54
American Portfolios Advisors
New York
$54.3K -$1.55K -75 -3%
JFA
55
JNBA Financial Advisors
Minnesota
$47K -$9.36K -452 -17%
APSP
56
Asset Planning Services (Pennsylvania)
Pennsylvania
$37K +$36.7K +1,774 New
RCM
57
Robinson Capital Management
Michigan
$31K -$51.8K -2,500 -63%
RIA
58
RPG Investment Advisory
California
$21K
IAS
59
IMA Advisory Services
Colorado
$21K +$20.7K +1,000 New
PFGIA
60
Patriot Financial Group Insurance Agency
Massachusetts
$12K
BWM
61
BerganKDV Wealth Management
Minnesota
$11K +$7.89K +381 +251%
IF
62
Ironwood Financial
Arizona
$10K
CI
63
CX Institutional
Indiana
$6K
WT
64
Whittier Trust
California
$6K
EIP
65
Ellis Investment Partners
Pennsylvania
$4K
EFSCE
66
Enterprise Financial Services Corp (EFSC)
Missouri
$4K
TFS
67
TrustCore Financial Services
Tennessee
$2K
JIC
68
Joel Isaacson & Co
New York
-$349K -16,667 Closed
CFGS
69
Concourse Financial Group Securities
Alabama
-$20.7K -1,000 Closed
SIS
70
Sound Income Strategies
Florida
-$19K -913 Closed
CFB
71
Cullen/Frost Bankers
Texas
-$14K -670 Closed
US Bancorp
72
US Bancorp
Minnesota
-$10K -500 Closed
EWM
73
Executive Wealth Management
Michigan
-$8K -402 Closed
CFA
74
Carroll Financial Associates
North Carolina
-$4K -218 Closed
TJHA
75
Thomas J. Herzfeld Advisors
Florida
-$1K -56 Closed