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DSL

DoubleLine Income Solutions Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
51
Pointe Capital Management
Michigan
$805K -$46.1K -2,380 -6%
ACA
52
Aptus Capital Advisors
Alabama
$788K +$766K +39,544 New
OIA
53
Optimum Investment Advisors
Illinois
$744K +$2.96K +153 +0.4%
WT
54
Whittier Trust
California
$729K -$218K -11,233 -24%
WS
55
Wedbush Securities
California
$696K +$133K +6,844 +24%
AI
56
ArchPoint Investors
Florida
$666K +$11.1K +575 +2%
HCM
57
Hollencrest Capital Management
California
$646K -$1.49K -77 -0.2%
ClearBridge Investments
58
ClearBridge Investments
New York
$638K
LGWM
59
Litman Gregory Wealth Management
California
$625K -$165K -8,515 -21%
GSWM
60
Golden State Wealth Management
California
$605K +$588K +30,364 New
HWA
61
HCR Wealth Advisors
California
$603K -$201K -10,388 -26%
HighTower Advisors
62
HighTower Advisors
Illinois
$595K +$70.1K +3,619 +14%
RCA
63
Rowland Carmichael Advisors
Arizona
$533K +$517K +26,722 New
FSA
64
Fort Sheridan Advisors
Illinois
$502K +$78.2K +4,037 +19%
Creative Planning
65
Creative Planning
Kansas
$500K +$4.01K +207 +0.8%
FM
66
Foster & Motley
Ohio
$493K -$10.9K -562 -2%
Citigroup
67
Citigroup
New York
$490K +$125K +6,475 +36%
TA
68
Tiedemann Advisors
New York
$489K +$4.84K +250 +1%
SWP
69
Stratos Wealth Partners
Ohio
$486K +$45.9K +2,370 +11%
BAM
70
Belpointe Asset Management
Nevada
$484K -$15.3K -790 -3%
Janney Montgomery Scott
71
Janney Montgomery Scott
Pennsylvania
$476K -$59.2K -3,057 -11%
POIA
72
Pin Oak Investment Advisors
Texas
$455K -$21.3K -1,100 -5%
Thrivent Financial for Lutherans
73
Thrivent Financial for Lutherans
Minnesota
$454K +$113K +5,815 +34%
AF
74
Affiance Financial
Minnesota
$437K +$52.7K +2,721 +14%
WTC
75
WhitTier Trust Company
Nevada
$425K