CUSIP 885215467
THORNBURG INVESTMENT INCOME BUILDER I
10 institutions · $909.3K total · 34,860 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Atlas Wealth LLC | 16,473 | $370.6K | 47.25% | 2023-12-31 |
| 2 | Garton & Associates Financial Advisors LLC | 6,775 | $224.9K | 19.43% | 2025-12-31 |
| 3 | Laffer Tengler Investments | 4,138 | $104.1K | 11.87% | 2024-03-31 |
| 4 | ORG Partners LLC | 3,582 | $92.0K | 10.27% | 2024-06-30 |
| 5 | Brooklyn Investment Group | 1,348 | $40.8K | 3.86% | 2025-06-30 |
| 6 | Financial Gravity Asset Management, Inc. | 985 | $32.7K | 2.82% | 2025-12-31 |
| 7 | Financial Gravity Companies, Inc. | 943 | $28.5K | 2.70% | 2025-06-30 |
| 8 | TUCKER ASSET MANAGEMENT LLC | 496 | $12.8K | 1.42% | 2024-12-31 |
| 9 | RFP Financial Group LLC | 60 | $1.5K | 0.17% | 2024-06-30 |
| 10 | VIMA LLC | 60 | $1.3K | 0.17% | 2024-03-31 |