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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
$40.2M -$1.13M -56,997 -3%
DWM
2
DKM Wealth Management
California
$18.7M -$279K -14,090 -1%
Raymond James Financial
3
Raymond James Financial
Florida
$16.5M +$87.5K +4,415 +0.5%
Stifel Financial
4
Stifel Financial
Missouri
$14M -$374K -18,852 -3%
AAM
5
Advisors Asset Management
Colorado
$12.1M +$796K +40,139 +7%
Morgan Stanley
6
Morgan Stanley
New York
$9.83M +$1.24M +62,671 +15%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$8.87M +$1.33M +67,077 +18%
KCP
8
Kera Capital Partners
California
$7.99M +$4.5M +226,880 +130%
Wells Fargo
9
Wells Fargo
California
$7.61M +$837K +42,202 +12%
TJHA
10
Thomas J. Herzfeld Advisors
Florida
$4.53M +$263K +13,265 +6%
LPL Financial
11
LPL Financial
California
$4.34M +$781K +39,372 +22%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$2.81M -$6.44K -325 -0.2%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$2.44M +$1.34M +67,800 +129%
PAG
14
Private Advisor Group
New Jersey
$2.41M +$46.2K +2,328 +2%
KAS
15
Kestra Advisory Services
Texas
$1.81M +$1.8M +90,799 New
SA
16
Sanctuary Advisors
Indiana
$1.73M -$12.7K -642 -0.7%
CIA
17
Concurrent Investment Advisors
Florida
$1.46M +$1.05M +52,738 +254%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$1.34M -$18.6K -939 -1%
Invesco
19
Invesco
Georgia
$1.32M +$148K +7,447 +13%
DADC
20
D.A. Davidson & Co
Montana
$1.29M +$3.41K +172 +0.3%
HWAM
21
Hennion & Walsh Asset Management
New Jersey
$1.06M +$296K +14,955 +39%
PFO
22
PMG Family Office
Texas
$946K +$943K +47,565 New
LIG
23
Lokken Investment Group
Delaware
$925K +$51.3K +2,587 +6%
FMN
24
Financial Management Network
California
$898K +$18.9K +953 +2%
OC
25
Oppenheimer & Co
New York
$788K -$88.2K -4,450 -10%