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DLY

DoubleLine Yield Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AWE
51
Avidian Wealth Enterprises
Texas
$223K
BAM
52
Belpointe Asset Management
Nevada
$218K +$211K +13,675 New
CCG
53
Catalina Capital Group
California
$216K -$7.96K -517 -4%
TCWM
54
Total Clarity Wealth Management
Illinois
$189K +$182K +11,847 New
SFS
55
Shaker Financial Services
Virginia
$185K +$179K +11,600 New
BCA
56
Bay Colony Advisors
Massachusetts
$166K +$161K +10,438 New
HIC
57
Hartline Investment Corp
Illinois
$166K +$161K +10,438 New
WAP
58
Wealthcare Advisory Partners
Pennsylvania
$164K +$159K +10,305 New
CIBC Private Wealth Group
59
CIBC Private Wealth Group
Georgia
$117K +$113K +7,350 New
AWM
60
Activest Wealth Management
Florida
$80.9K +$1.74K +113 +2%
T
61
Tidemark
California
$66.1K +$123 +8 +0.2%
HCM
62
Highlander Capital Management
New Jersey
$61.4K -$7.7K -500 -11%
LC
63
Lindbrook Capital
California
$41.4K
LFG
64
Larson Financial Group
Missouri
$37.6K +$3.43K +223 +10%
SWM
65
Spire Wealth Management
Virginia
$27.6K +$385 +25 +1%
HCM
66
Hollencrest Capital Management
California
$26.6K +$8.35K +542 +48%
FWM
67
FSA Wealth Management
Massachusetts
$25.2K
LTI
68
Laffer Tengler Investments
Tennessee
$20.7K +$20K +1,300 New
FMP
69
Financial Management Professionals
Texas
$20K +$585 +38 +3%
JPWM
70
Jamison Private Wealth Management
Georgia
$15.9K
SS
71
Sunbelt Securities
Texas
$15.9K
RCM
72
Raleigh Capital Management
North Carolina
$13.9K
MFT
73
Moisand Fitzgerald Tamayo
Florida
$7.97K
GJIA
74
Glass Jacobson Investment Advisors
Maryland
$7.25K
GWM
75
Geneos Wealth Management
Colorado
$7.17K