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DLY

DoubleLine Yield Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
GP
26
Gridiron Partners
Pennsylvania
$449K
JSW
27
Journey Strategic Wealth
New Jersey
$442K -$40.5K -2,500 -9%
SXL
28
Summit X LLC
Missouri
$434K
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$391K +$35.1K +2,164 +10%
MC
30
Moors & Cabot
Massachusetts
$378K +$16.2K +1,000 +5%
AFO
31
Allie Family Office
Florida
$332K
ACP
32
Aviance Capital Partners
Florida
$317K -$69.1K -4,260 -18%
Invesco
33
Invesco
Georgia
$308K -$159K -9,820 -35%
BRWA
34
B. Riley Wealth Advisors
Florida
$284K +$278K +17,136 New
First Trust Advisors
35
First Trust Advisors
Illinois
$281K -$11.5K -711 -4%
WAP
36
Wealthcare Advisory Partners
Pennsylvania
$277K +$74.7K +4,605 +38%
PAG
37
Private Advisor Group
New Jersey
$277K +$33K +2,037 +14%
OIA
38
Optimum Investment Advisors
Illinois
$260K +$97 +6 +0%
NA
39
NewEdge Advisors
Louisiana
$256K +$251K +15,450 New
Comerica Bank
40
Comerica Bank
Texas
$255K -$4.01K -247 -2%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$252K +$30.2K +1,859 +14%
ASN
42
Advisory Services Network
Georgia
$234K
AWE
43
Avidian Wealth Enterprises
Texas
$232K
BAM
44
Belpointe Asset Management
Nevada
$229K
CCG
45
Catalina Capital Group
California
$225K -$292 -18 -0.1%
IWC
46
Integrated Wealth Concepts
Massachusetts
$223K +$6.49K +400 +3%
TCWM
47
Total Clarity Wealth Management
Illinois
$215K +$14.9K +917 +8%
LA
48
LM Advisors
California
$208K +$203K +12,517 New
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$197K +$193K +11,879 New
OC
50
Oppenheimer & Co
New York
$189K -$3.24K -200 -2%