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TBLD

Thornburg Income Builder Opportunities Trust

Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$41M +$284K +12,933 +0.7%
DWM
2
DKM Wealth Management
California
$21.1M -$149K -6,800 -0.7%
Stifel Financial
3
Stifel Financial
Missouri
$18.5M +$1.4M +63,666 +8%
Morgan Stanley
4
Morgan Stanley
New York
$17M +$1.09M +49,696 +7%
AW
5
Atlas Wealth
Ohio
$15.7M +$15.6M +710,893 New
Raymond James Financial
6
Raymond James Financial
Florida
$15.6M +$1.73M +78,689 +13%
AAM
7
Advisors Asset Management
Colorado
$12.5M -$540K -24,589 -4%
KCP
8
Kera Capital Partners
California
$10.6M +$612K +27,853 +6%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$10.2M +$321K +14,589 +3%
Wells Fargo
10
Wells Fargo
California
$9.43M -$1.24M -56,375 -12%
LPL Financial
11
LPL Financial
California
$7.19M +$482K +21,935 +7%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$3.56M +$88.8K +4,043 +3%
SA
13
Sanctuary Advisors
Indiana
$3.08M +$242K +10,995 +9%
PAG
14
Private Advisor Group
New Jersey
$2.67M +$115K +5,248 +5%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$2.64M +$1.04M +47,400 +65%
HWAM
16
Hennion & Walsh Asset Management
New Jersey
$2.32M +$56.3K +2,563 +3%
TJHA
17
Thomas J. Herzfeld Advisors
Florida
$1.78M +$241K +10,977 +16%
ACM
18
Alessandra Capital Management
California
$1.74M -$80K -3,640 -4%
EPW
19
Evolve Private Wealth
California
$1.72M -$129K -5,892 -7%
Invesco
20
Invesco
Georgia
$1.71M -$36.4K -1,656 -2%
CIA
21
Concurrent Investment Advisors
Florida
$1.58M -$451K -20,506 -22%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$1.54M +$189K +8,622 +14%
DADC
23
D.A. Davidson & Co
Montana
$1.53M +$1.38K +63 +0.1%
KAS
24
Kestra Advisory Services
Texas
$1.49M -$29K -1,322 -2%
Osaic Holdings
25
Osaic Holdings
Arizona
$1.24M +$212K +9,643 +21%