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DSL

DoubleLine Income Solutions Fund

Name Holding Trade Value Shares
Change
Change in
Stake
JSW
51
Journey Strategic Wealth
New Jersey
$744K +$61.4K +5,000 +9%
MOS
52
MGO One Seven
Ohio
$743K +$8.27K +674 +1%
FM
53
Foster & Motley
Ohio
$731K +$18.5K +1,506 +3%
Wealth Enhancement Advisory Services
54
Wealth Enhancement Advisory Services
Minnesota
$699K +$136K +11,077 +24%
Baird Financial Group
55
Baird Financial Group
Wisconsin
$698K +$4.86K +396 +0.7%
RIG
56
Ramiah Investment Group
Wisconsin
$684K -$18K -1,464 -3%
EGA
57
E&G Advisors
Texas
$682K
NS
58
NBC Securities
Alabama
$665K +$7.98K +650 +1%
HKAM
59
Horizon Kinetics Asset Management
New York
$665K -$23.8K -1,938 -3%
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$660K
LBWM
61
Left Brain Wealth Management
Illinois
$659K +$161K +13,130 +32%
OC
62
Oppenheimer & Co
New York
$633K +$33.6K +2,736 +6%
Cerity Partners
63
Cerity Partners
New York
$631K
CCG
64
Cypress Capital Group
Florida
$613K
BCA
65
Bay Colony Advisors
Massachusetts
$602K +$3.82K +311 +0.6%
GL
66
GHE LLC
Tennessee
$583K
WLPWM
67
Walled Lake Planning & Wealth Management
Illinois
$583K +$99.6K +8,113 +21%
Envestnet Asset Management
68
Envestnet Asset Management
Illinois
$573K -$11.6K -948 -2%
Commonwealth Equity Services
69
Commonwealth Equity Services
Massachusetts
$561K -$138K -11,216 -20%
POIA
70
Pin Oak Investment Advisors
Texas
$530K +$13.2K +1,075 +3%
KWM
71
Kingsview Wealth Management
Oregon
$500K +$153K +12,500 +44%
MWM
72
Maridea Wealth Management
New York
$500K -$15.8K -1,290 -3%
EIP
73
Easterly Investment Partners
Massachusetts
$493K
SP
74
Sequent Planning
Nebraska
$489K -$115K -9,345 -19%
GSWM
75
Golden State Wealth Management
California
$468K -$35.4K -2,884 -7%