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Thornburg Income Builder Opportunities Trust

Name Holding Trade Value Shares
Change
Change in
Stake
Financial Management Network
26
Financial Management Network
California
$1.07M +$92.4K +4,206 +10%
PFO
27
PMG Family Office
Texas
$1.06M +$9.12K +415 +0.9%
Dakota Wealth Management
28
Dakota Wealth Management
Florida
$1.04M -$5.38K -245 -0.5%
Wedbush Securities
29
Wedbush Securities
California
$939K +$53.9K +2,452 +6%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$846K -$330 -15 -0%
AA
31
Advisory Advocates
Michigan
$761K +$107K +4,850 +16%
CEFA
32
Closed-End Fund Advisors
Virginia
$758K -$33.5K -1,526 -4%
Hunter Associates Investment Management
33
Hunter Associates Investment Management
Pennsylvania
$584K -$32.5K -1,481 -5%
Steward Partners Investment Advisory
34
Steward Partners Investment Advisory
New York
$550K -$49.1K -2,235 -8%
Oppenheimer & Co
35
Oppenheimer & Co
New York
$512K -$109K -4,950 -18%
Fifth Third Bancorp
36
Fifth Third Bancorp
Ohio
$470K – – –
Davenport & Co
37
Davenport & Co
Virginia
$433K +$30.4K +1,385 +8%
NewEdge Advisors
38
NewEdge Advisors
Louisiana
$364K +$27.5K +1,250 +8%
Brown Advisory
39
Brown Advisory
Maryland
$303K – – –
HCM
40
Hicks Capital Management
Ohio
$284K – – –
Allegheny Financial Group
41
Allegheny Financial Group
Pennsylvania
$277K +$276K +12,546 New
&Partners
42
&Partners
Tennessee
$276K -$41.7K -1,896 -13%
LaSalle St. Investment Advisors
43
LaSalle St. Investment Advisors
Illinois
$269K +$6.92K +315 +3%
Brown Brothers Harriman & Co
44
Brown Brothers Harriman & Co
New York
$265K – – –
Beacon Pointe Advisors
45
Beacon Pointe Advisors
California
$254K +$253K +11,500 New
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$244K +$19.2K +876 +9%
Prosperity Consulting Group
47
Prosperity Consulting Group
Maryland
$221K – – –
Truist Financial
48
Truist Financial
North Carolina
$210K +$209K +9,501 New
Blue Bell Private Wealth Management
49
Blue Bell Private Wealth Management
Pennsylvania
$149K -$54K -2,456 -27%
US Bancorp
50
US Bancorp
Minnesota
$110K +$110K +4,996 New