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TSI

TCW Strategic Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CSPIA
26
Cary Street Partners Investment Advisory
Virginia
$205K -$31.4K -6,706 -13%
SPC
27
Sigma Planning Corp
Michigan
$193K -$23.4K -5,000 -11%
TPW
28
Transatlantique Private Wealth
New York
$188K +$37.3K +7,958 +24%
RFN
29
RDA Financial Network
Iowa
$178K +$31.6K +6,750 +21%
CP
30
Cumberland Partners
Ontario, Canada
$162K
MML Investors Services
31
MML Investors Services
Massachusetts
$159K -$618K -131,834 -79%
IWC
32
Integrated Wealth Concepts
Massachusetts
$149K -$4.1K -875 -3%
NSIM
33
North Star Investment Management
Illinois
$145K
PA
34
PFG Advisors
Arizona
$130K
LCM
35
Landscape Capital Management
New Jersey
$130K +$131K +28,036 New
Citadel Advisors
36
Citadel Advisors
Florida
$115K +$117K +24,888 New
MWM
37
Merriman Wealth Management
Washington
$97.2K -$18.9K -4,024 -16%
AWS
38
Atria Wealth Solutions
New York
$97K +$304 +65 +0.3%
LPL Financial
39
LPL Financial
California
$88.6K -$20.9K -4,451 -19%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$88.5K
PMG
41
ProVise Management Group
Florida
$87.3K +$8.16K +1,741 +10%
DWT
42
Dorsey & Whitney Trust
South Dakota
$85.7K
WCM
43
Whitener Capital Management
North Carolina
$83.8K +$16.7K +3,565 +25%
WT
44
Whittier Trust
California
$78.3K
LGWM
45
Litman Gregory Wealth Management
California
$75K +$75.9K +16,200 New
AWE
46
Avidian Wealth Enterprises
Texas
$70.1K -$843 -180 -1%
HI
47
Harbour Investments
Wisconsin
$63.2K +$801 +171 +1%
RIA
48
Regal Investment Advisors
Michigan
$61.8K
BCWM
49
Bartlett & Co Wealth Management
Ohio
$56.3K +$23.4K +5,000 +71%
RJT
50
Raymond James Trust
Florida
$56K -$8.27K -1,766 -13%