We are live on ! Find out more
TSI

TCW Strategic Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CSPIA
26
Cary Street Partners Investment Advisory
Virginia
$238K
SPC
27
Sigma Planning Corp
Michigan
$218K
IAIM
28
International Assets Investment Management
Florida
$218K -$9.81K -2,000 -4%
HighTower Advisors
29
HighTower Advisors
Illinois
$215K
CP
30
Cumberland Partners
Ontario, Canada
$164K
SFS
31
Sowell Financial Services
Arkansas
$156K +$163K +33,231 New
IWC
32
Integrated Wealth Concepts
Massachusetts
$155K -$1.49K -303 -0.9%
TPW
33
Transatlantique Private Wealth
New York
$152K -$42.6K -8,684 -21%
RFN
34
RDA Financial Network
Iowa
$148K +$12.4K +2,530 +9%
NSIM
35
North Star Investment Management
Illinois
$146K
PA
36
PFG Advisors
Arizona
$132K
HF
37
HRT Financial
New York
$126K +$133K +27,029 New
MWM
38
Merriman Wealth Management
Washington
$117K -$9.68K -1,973 -7%
LPL Financial
39
LPL Financial
California
$110K -$1.23K -250 -1%
AWS
40
Atria Wealth Solutions
New York
$99K -$15.4K -3,142 -13%
Creative Planning
41
Creative Planning
Kansas
$91.8K +$96.2K +19,610 New
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$89.5K +$49K +10,000 +110%
DWT
43
Dorsey & Whitney Trust
South Dakota
$86.6K
PMG
44
ProVise Management Group
Florida
$80.1K +$2.35K +480 +3%
WT
45
Whittier Trust
California
$79.1K
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$72K -$56.9K -11,607 -43%
AWE
47
Avidian Wealth Enterprises
Texas
$71.7K +$75.2K +15,328 New
WCM
48
Whitener Capital Management
North Carolina
$68K +$71.3K +14,540 New
RJT
49
Raymond James Trust
Florida
$65K +$68K +13,866 New
HI
50
Harbour Investments
Wisconsin
$63.1K +$1.87K +381 +3%