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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
$40.8M +$597K +32,839 +2%
DWM
2
DKM Wealth Management
California
$18.7M -$352K -19,380 -2%
Raymond James Financial
3
Raymond James Financial
Florida
$16.2M +$1.2M +65,755 +9%
Stifel Financial
4
Stifel Financial
Missouri
$14.2M +$2.06M +113,337 +19%
AAM
5
Advisors Asset Management
Colorado
$11.1M +$1.21M +66,559 +13%
Morgan Stanley
6
Morgan Stanley
New York
$8.47M +$681K +37,444 +9%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$7.43M +$695K +38,214 +11%
Wells Fargo
8
Wells Fargo
California
$6.67M -$1.14M -62,948 -16%
TJHA
9
Thomas J. Herzfeld Advisors
Florida
$4.21M +$566K +31,132 +17%
LPL Financial
10
LPL Financial
California
$3.51M +$68.4K +3,764 +2%
KCP
11
Kera Capital Partners
California
$3.43M +$272K +14,959 +9%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$2.78M +$223K +12,282 +9%
PAG
13
Private Advisor Group
New Jersey
$2.33M +$16.1K +887 +0.8%
SA
14
Sanctuary Advisors
Indiana
$1.72M +$66.1K +3,635 +4%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$1.34M +$72.6K +3,990 +6%
DADC
16
D.A. Davidson & Co
Montana
$1.27M -$40.8K -2,246 -3%
Invesco
17
Invesco
Georgia
$1.16M -$195K -10,729 -15%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$1.04M +$957K +52,603 New
FMN
19
Financial Management Network
California
$865K +$4.27K +235 +0.5%
OC
20
Oppenheimer & Co
New York
$864K +$27.3K +1,500 +4%
LIG
21
Lokken Investment Group
Delaware
$862K -$141K -7,767 -15%
WS
22
Wedbush Securities
California
$766K +$35K +1,927 +5%
HWAM
23
Hennion & Walsh Asset Management
New Jersey
$755K +$700K +38,502 New
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$607K -$72.4K -3,979 -11%
Osaic Holdings
25
Osaic Holdings
Arizona
$534K +$19.5K +1,072 +4%