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DBL

DoubleLine Opportunistic Credit Fund
DBL

Name Holding Trade Value Shares
Change 		Change in
Stake
CFGS
51
Concourse Financial Group Securities
Alabama
$17K -$36.1K -1,800 -64%
IAS
52
IMA Advisory Services
Colorado
$17K – – –
RIA
53
RPG Investment Advisory
California
$17K – – –
AIC
54
Ameritas Investment Company
Nebraska
$15K +$17.4K +869 New
PFGIA
55
Patriot Financial Group Insurance Agency
Massachusetts
$10K – – –
IF
56
Ironwood Financial
Arizona
$9K – – –
NFG
57
Next Financial Group
Texas
$8K – – –
PFPT
58
Pinnacle Financial Partners (Tennessee)
Tennessee
$6K – – –
RCM
59
Robinson Capital Management
Michigan
$6K – – –
VFA
60
Valeo Financial Advisors
Indiana
$6K +$161 +8 +3%
CI
61
CX Institutional
Indiana
$5K – – –
EIP
62
Ellis Investment Partners
Pennsylvania
$3K +$20 +1 +0.5%
TFS
63
TrustCore Financial Services
Tennessee
$2K – – –
FWM
64
Filbrandt Wealth Management
Wisconsin
$1K +$602 +30 New
AWA
65
Arkadios Wealth Advisors
Georgia
$684 – – –
OA
66
Oxbow Advisors
Texas
– -$2.79M -135,101 Closed
SFS
67
Shaker Financial Services
Virginia
– -$1M -48,653 Closed
GC
68
Guggenheim Capital
Illinois
– -$467K -22,636 Closed
PAS
69
Park Avenue Securities
New York
– -$417K -20,226 Closed
ACM
70
Adalta Capital Management
New York
– -$325K -15,765 Closed
LWAC
71
Laurel Wealth Advisors (California)
California
– -$284K -13,752 Closed
FIA
72
FNY Investment Advisers
New York
– -$259K -12,583 Closed
AWM
73
Avior Wealth Management
Nebraska
– -$96K -4,653 Closed
IWP
74
IAG Wealth Partners
Wisconsin
– -$87K -4,202 Closed
WT
75
Whittier Trust
California
– -$6K -278 Closed
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