We are live on ! Find out more
DBL

DoubleLine Opportunistic Credit Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WEG
51
World Equity Group
Illinois
$169K
Focus Partners Wealth
52
Focus Partners Wealth
Massachusetts
$165K +$166K +10,800 New
PWAM
53
Papamarkou Wellner Asset Management
New York
$160K +$162K +10,500 New
TWC
54
TD Waterhouse Canada
Ontario, Canada
$83.7K
Comerica Bank
55
Comerica Bank
Texas
$57.2K -$262K -17,027 -82%
GSWM
56
Golden State Wealth Management
California
$34K -$28.8K -1,871 -46%
PWA
57
Principia Wealth Advisory
Texas
$30.5K
MAS
58
MPWM Advisory Solutions
Georgia
$30.5K
MAM
59
Morse Asset Management
Connecticut
$27.2K +$570 +37 +2%
JFA
60
JNBA Financial Advisors
Minnesota
$16.1K
Jones Financial Companies
61
Jones Financial Companies
Missouri
$10.3K +$10.4K +673 New
CA
62
CoreCap Advisors
Michigan
$7.63K
CIA
63
Cape Investment Advisory
Georgia
$7.34K +$7.41K +481 New
NS
64
NBC Securities
Alabama
$6.5K
HWP
65
Highline Wealth Partners
California
$6.1K
IA
66
IFP Advisors
Florida
$2.38K
FHA
67
Flagship Harbor Advisors
Massachusetts
$1.71K +$1.73K +112 New
PAMP
68
Polar Asset Management Partners
Ontario, Canada
-$2.59M -166,458 Closed
CPRC
69
Consolidated Portfolio Review Corp
New York
-$2.35M -150,666 Closed
IAIM
70
International Assets Investment Management
Florida
-$2.17M -140,546 Closed
MTC
71
Matrix Trust Company
Colorado
-$736K -47,777 Closed
SFS
72
Shaker Financial Services
Virginia
-$445K -28,537 Closed
Kovitz Investment Group Partners
73
Kovitz Investment Group Partners
Illinois
-$168K -10,800 Closed
BCP
74
Blackhawk Capital Partners
Wisconsin
-$163K -10,450 Closed
AAS
75
Ameritas Advisory Services
Nebraska
-$45.1K -2,894 Closed