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TSI

TCW Strategic Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
51
Concurrent Investment Advisors
Florida
$51.1K +$50.9K +10,339 New
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$47.6K -$15.2K -3,080 -24%
NS
53
NBC Securities
Alabama
$40.7K -$931 -189 -2%
Comerica Bank
54
Comerica Bank
Texas
$29.6K
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$22K
MASM
56
MH & Associates Securities Management
California
$12.4K +$12.4K +2,511 New
FFA
57
Farther Finance Advisors
California
$9.92K
TJHA
58
Thomas J. Herzfeld Advisors
Florida
$9.88K
SEP
59
Signature Equity Partners
Ohio
$9.88K +$9.85K +2,000 New
SPIA
60
Steward Partners Investment Advisory
New York
$9.5K
EWM
61
Evolution Wealth Management
Florida
$5.24K +$5.23K +1,061 New
ME
62
McIlrath & Eck
Washington
$4.77K
IA
63
IFP Advisors
Florida
$2.47K
AssetMark Inc
64
AssetMark Inc
California
$1.35K +$1.34K +273 New
JP Morgan Chase
65
JP Morgan Chase
New York
$4
Kovitz Investment Group Partners
66
Kovitz Investment Group Partners
Illinois
-$6.68M -1,357,667 Closed
TIM
67
Tortoise Investment Management
New York
-$80.3K -16,325 Closed
Stifel Financial
68
Stifel Financial
Missouri
-$70.1K -14,241 Closed
MGW
69
MB Generational Wealth
Washington
-$63K -12,812 Closed
XT
70
XTX Topco
Cayman Islands
-$51.4K -10,444 Closed
AWE
71
Avidian Wealth Enterprises
Texas
-$49.7K -10,100 Closed
RAM
72
Readystate Asset Management
Illinois
-$49.2K -10,008 Closed