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TSI

TCW Strategic Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SPC
26
Sigma Planning Corp
Michigan
$225K
SPIA
27
Steward Partners Investment Advisory
New York
$191K -$135K -27,325 -40%
CP
28
Cumberland Partners
Ontario, Canada
$166K
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$162K -$1.97K -399 -1%
IWC
30
Integrated Wealth Concepts
Massachusetts
$159K +$88.1K +17,854 +112%
NSIM
31
North Star Investment Management
Illinois
$147K
MWM
32
Merriman Wealth Management
Washington
$128K
AWS
33
Atria Wealth Solutions
New York
$119K +$124K +25,138 New
RFN
34
RDA Financial Network
Iowa
$116K +$237 +48 +0.2%
RIA
35
Regal Investment Advisors
Michigan
$100K -$9.43K -1,912 -8%
LPL Financial
36
LPL Financial
California
$100K +$20 +4 +0%
PMG
37
ProVise Management Group
Florida
$88K -$725 -147 -0.8%
DWT
38
Dorsey & Whitney Trust
South Dakota
$87K
WT
39
Whittier Trust
California
$83K
Mercer Global Advisors
40
Mercer Global Advisors
Colorado
$78K
LGWM
41
Litman Gregory Wealth Management
California
$76K
WMA
42
Wealth Management Associates
New Jersey
$68.6K -$2.42K -490 -3%
IAIM
43
International Assets Investment Management
Florida
$68K +$71.4K +14,472 New
HI
44
Harbour Investments
Wisconsin
$62K
CAPTRUST Financial Advisors
45
CAPTRUST Financial Advisors
North Carolina
$50K +$52.4K +10,625 New
FWM
46
Focused Wealth Management
New York
$45K -$2.73K -554 -5%
APA
47
American Portfolios Advisors
New York
$43.2K
BCWM
48
Bartlett & Co Wealth Management
Ohio
$33.5K
BC
49
Bartlett & Co
Ohio
$33K
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$24K +$10.8K +2,190 +78%