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TBLD

Thornburg Income Builder Opportunities Trust

Name Holding Trade Value Shares
Change
Change in
Stake
BBPWM
26
Blue Bell Private Wealth Management
Pennsylvania
$527K -$92.7K -5,100 -16%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$447K -$4.55K -250 -1%
CIA
28
Concurrent Investment Advisors
Florida
$408K +$378K +20,791 New
HAIM
29
Hunter Associates Investment Management
Pennsylvania
$402K
SPIA
30
Steward Partners Investment Advisory
New York
$381K +$154K +8,455 +77%
NA
31
NewEdge Advisors
Louisiana
$319K +$27.3K +1,500 +10%
KWM
32
Kingsview Wealth Management
Oregon
$313K +$290K +15,965 New
Brown Advisory
33
Brown Advisory
Maryland
$269K
BBHC
34
Brown Brothers Harriman & Co
New York
$236K +$219K +12,023 New
SOS
35
Silver Oak Securities
Tennessee
$233K
HCM
36
Hicks Capital Management
Ohio
$233K
P
37
&Partners
Tennessee
$226K +$18 +1 +0%
Calamos Advisors
38
Calamos Advisors
Illinois
$221K -$17.8K -980 -8%
PCG
39
Prosperity Consulting Group
Maryland
$196K
Comerica Bank
40
Comerica Bank
Texas
$122K
Bank of America
41
Bank of America
North Carolina
$120K +$111K +6,109 New
SWA
42
SOA Wealth Advisors
New York
$32K +$164 +9 +0.6%
TSMHT
43
Thurston Springer Miller Herd & Titak
Indiana
$24.5K +$18.2K +1,000 +400%
NFSG
44
Newbridge Financial Services Group
Florida
$19.6K +$18.2K +1,000 New
GRP
45
Global Retirement Partners
California
$13.7K +$12.7K +697 New
BTI
46
Blue Trust Inc
Georgia
$9.81K +$9.09K +500 New
SCM
47
Saba Capital Management
New York
-$9.88M -550,494 Closed
RCM
48
Rivernorth Capital Management
Florida
-$244K -13,620 Closed
XT
49
XTX Topco
Cayman Islands
-$239K -13,348 Closed
AF
50
Allworth Financial
California
-$26.7K -1,500 Closed