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TSI

TCW Strategic Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SPC
26
Sigma Planning Corp
Michigan
$202K +$141K +30,090 +254%
TPW
27
Transatlantique Private Wealth
New York
$199K
WCM
28
Whitener Capital Management
North Carolina
$191K +$6.28K +1,336 +3%
Bank of America
29
Bank of America
North Carolina
$190K -$37.3K -7,945 -17%
SP
30
Stonebrook Private
Michigan
$176K -$23.8K -5,064 -12%
IWC
31
Integrated Wealth Concepts
Massachusetts
$176K -$4.67K -993 -3%
MML Investors Services
32
MML Investors Services
Massachusetts
$169K +$5.32K +1,133 +3%
CP
33
Cumberland Partners
Ontario, Canada
$169K
NSIM
34
North Star Investment Management
Illinois
$150K
SBIA
35
Sheaff Brock Investment Advisors
Indiana
$111K +$14.1K +3,000 +15%
BCA
36
Bay Colony Advisors
Massachusetts
$108K +$106K +22,466 New
HIC
37
Hartline Investment Corp
Illinois
$108K +$106K +22,466 New
LPL Financial
38
LPL Financial
California
$94.4K +$12.5K +2,666 +16%
AWS
39
Atria Wealth Solutions
New York
$87.7K -$6.77K -1,441 -7%
Jane Street
40
Jane Street
New York
$87.3K -$114K -24,271 -57%
WT
41
Whittier Trust
California
$81.3K
LGWM
42
Litman Gregory Wealth Management
California
$77.9K
LNC
43
Lincoln National Corp
Pennsylvania
$75.8K +$74K +15,763 New
PMG
44
ProVise Management Group
Florida
$74.1K
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$70.7K +$7.46K +1,587 +12%
RIA
46
Regal Investment Advisors
Michigan
$64.2K
Stifel Financial
47
Stifel Financial
Missouri
$63.1K +$9.83K +2,092 +19%
HI
48
Harbour Investments
Wisconsin
$62.1K -$5.18K -1,103 -8%
BCWM
49
Bartlett & Co Wealth Management
Ohio
$58.4K
AWE
50
Avidian Wealth Enterprises
Texas
$56.2K +$174 +37 +0.3%