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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
$36.7M +$243K +14,115 +0.7%
DWM
2
DKM Wealth Management
California
$17.5M -$49.3K -2,862 -0.3%
Raymond James Financial
3
Raymond James Financial
Florida
$13.6M +$1.08M +62,732 +9%
Stifel Financial
4
Stifel Financial
Missouri
$10.9M +$597K +34,619 +6%
SCM
5
Saba Capital Management
New York
$9.88M -$2.68M -155,473 -22%
AAM
6
Advisors Asset Management
Colorado
$8.97M -$727K -42,212 -8%
Wells Fargo
7
Wells Fargo
California
$7.23M +$2.04M +118,153 +41%
Morgan Stanley
8
Morgan Stanley
New York
$7.07M +$378K +21,929 +6%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$6.11M +$146K +8,449 +3%
TJHA
10
Thomas J. Herzfeld Advisors
Florida
$3.29M -$16.8K -975 -0.5%
LPL Financial
11
LPL Financial
California
$3.14M +$330K +19,143 +12%
KCP
12
Kera Capital Partners
California
$2.87M +$96.3K +5,588 +4%
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
$2.32M +$75.8K +4,399 +4%
PAG
14
Private Advisor Group
New Jersey
$2.11M -$2.02K -117 -0.1%
SA
15
Sanctuary Advisors
Indiana
$1.5M -$1.38M -80,156 -49%
Invesco
16
Invesco
Georgia
$1.25M -$357K -20,696 -23%
DADC
17
D.A. Davidson & Co
Montana
$1.2M +$246K +14,273 +27%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$1.15M +$62.9K +3,648 +6%
LIG
19
Lokken Investment Group
Delaware
$927K +$37.5K +2,176 +4%
OC
20
Oppenheimer & Co
New York
$763K – – –
FMN
21
Financial Management Network
California
$725K +$114K +6,603 +18%
WS
22
Wedbush Securities
California
$666K -$87.2K -5,063 -12%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$626K -$16.7K -968 -3%
BBPWM
24
Blue Bell Private Wealth Management
Pennsylvania
$573K -$12.6K -734 -2%
Osaic Holdings
25
Osaic Holdings
Arizona
$469K +$12.9K +750 +3%
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