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TBLD

Thornburg Income Builder Opportunities Trust
TBLD

Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
1
UBS Group
Switzerland
$33.1M +$3.92M +231,801 +13%
DWM
2
DKM Wealth Management
California
$15.9M +$16.5M +977,405 New
SCM
3
Saba Capital Management
New York
$11.5M -$2.19M -129,480 -15%
Raymond James Financial
4
Raymond James Financial
Florida
$11.4M +$11.8M +698,105 New
Stifel Financial
5
Stifel Financial
Missouri
$9.37M +$1.61M +95,494 +20%
AAM
6
Advisors Asset Management
Colorado
$8.83M +$402K +23,791 +5%
Morgan Stanley
7
Morgan Stanley
New York
$6.06M +$1.33M +78,399 +27%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$5.41M +$407K +24,074 +8%
Wells Fargo
9
Wells Fargo
California
$4.64M -$385K -22,766 -7%
TJHA
10
Thomas J. Herzfeld Advisors
Florida
$3M -$82.5K -4,882 -3%
SA
11
Sanctuary Advisors
Indiana
$2.79M +$19K +1,123 +0.7%
LPL Financial
12
LPL Financial
California
$2.54M +$1.26M +74,826 +92%
KCP
13
Kera Capital Partners
California
$2.51M +$2.61M +154,192 New
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$2.04M +$301K +17,783 +17%
PAG
15
Private Advisor Group
New Jersey
$1.92M +$4.5K +266 +0.2%
Invesco
16
Invesco
Georgia
$1.47M -$179K -10,603 -10%
Cohen & Steers
17
Cohen & Steers
New York
$1.4M -$1.09M -64,622 -43%
WAM
18
Wolverine Asset Management
Illinois
$1.16M +$1.21M +71,548 New
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$986K -$7.07K -418 -0.7%
DADC
20
D.A. Davidson & Co
Montana
$860K +$38.7K +2,292 +5%
LIG
21
Lokken Investment Group
Delaware
$806K +$2.72K +161 +0.3%
OC
22
Oppenheimer & Co
New York
$693K +$79.5K +4,703 +12%
WS
23
Wedbush Securities
California
$687K +$201K +11,880 +39%
FMN
24
Financial Management Network
California
$603K -$122K -7,222 -16%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$584K +$29.4K +1,742 +5%
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