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DBL

DoubleLine Opportunistic Credit Fund
DBL

Name Holding Trade Value Shares
Change 		Change in
Stake
JFA
51
JNBA Financial Advisors
Minnesota
$43K – – –
FANJ
52
Financial Architects (New Jersey)
New Jersey
$37K +$36.1K +1,970 New
LC
53
Lindbrook Capital
California
$28K – – –
CFGS
54
Concourse Financial Group Securities
Alabama
$19K – – –
IAS
55
IMA Advisory Services
Colorado
$19K – – –
RIA
56
RPG Investment Advisory
California
$19K – – –
PFGIA
57
Patriot Financial Group Insurance Agency
Massachusetts
$11K – – –
IF
58
Ironwood Financial
Arizona
$9K – – –
PFPT
59
Pinnacle Financial Partners (Tennessee)
Tennessee
$7K – – –
CI
60
CX Institutional
Indiana
$6K – – –
RCM
61
Robinson Capital Management
Michigan
$6K – – –
VFA
62
Valeo Financial Advisors
Indiana
$6K +$73 +4 +1%
EIP
63
Ellis Investment Partners
Pennsylvania
$3K +$55 +3 +1%
LCM
64
Landscape Capital Management
New Jersey
– -$222K -12,995 Closed
LNC
65
Lincoln National Corp
Pennsylvania
– -$176K -10,316 Closed
WAM
66
Wolverine Asset Management
Illinois
– -$75K -4,416 Closed
AIC
67
Ameritas Investment Company
Nebraska
– -$15K -869 Closed
NFG
68
Next Financial Group
Texas
– -$8K -450 Closed
TFS
69
TrustCore Financial Services
Tennessee
– -$2K -101 Closed
AWA
70
Arkadios Wealth Advisors
Georgia
– -$684 -40 Closed
FWM
71
Filbrandt Wealth Management
Wisconsin
– -$1K -30 Closed
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