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DoubleLine Yield Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SA
76
Sovran Advisors
California
$153K – – –
AFO
77
Allie Family Office
Florida
$145K -$147K -10,000 -50%
Cerity Partners
78
Cerity Partners
New York
$145K – – –
Arax Advisory Partners
79
Arax Advisory Partners
Colorado
$110K -$56.5K -3,848 -34%
MAS
80
MPWM Advisory Solutions
Georgia
$103K -$896 -61 -0.9%
Farther Finance Advisors
81
Farther Finance Advisors
California
$59.1K +$59.7K +4,064 New
FDW
82
Fourth Dimension Wealth
Ohio
$48K +$7.35K +500 +18%
SageView Advisory Group
83
SageView Advisory Group
California
$37.8K +$38.3K +2,603 New
AWM
84
Activest Wealth Management
Florida
$36.4K -$75.7K -5,152 -67%
SS
85
Sunbelt Securities
Texas
$33.1K +$220 +15 +0.7%
Larson Financial Group
86
Larson Financial Group
Missouri
$31.6K +$15 +1 +0%
ADL
87
Asset Dedication LLC
California
$28.3K – – –
Global Retirement Partners
88
Global Retirement Partners
California
$22.1K +$22.3K +1,519 New
FMP
89
Financial Management Professionals
Texas
$21.3K +$500 +34 +2%
CP
90
Camelot Portfolios
Ohio
$14.5K +$14.7K +1,000 New
WCM
91
Westend Capital Management
California
$13.9K – – –
DJSG
92
D.J. St. Germain
Massachusetts
$9.89K – – –
Eastern Bank
93
Eastern Bank
Massachusetts
$8.72K – – –
PWPS
94
Pinnacle Wealth Planning Services
Ohio
$8.52K +$8.61K +586 New
MFT
95
Moisand Fitzgerald Tamayo
Florida
$7.27K – – –
Geneos Wealth Management
96
Geneos Wealth Management
Colorado
$6.54K – – –
Allworth Financial
97
Allworth Financial
California
$5.6K – – –
HWP
98
Highline Wealth Partners
California
$4.36K – – –
WA
99
WPG Advisers
Maryland
$3.52K +$3.56K +242 New
MI
100
Motiv8 Investments
Florida
$2K +$1.76K +120 New