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DoubleLine Income Solutions Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SFT
76
Simmons First Trust
Arkansas
$219K +$229K +11,000 New
JWM
77
Jacobus Wealth Management
Wisconsin
$125K – – –
PMFA
78
Plante Moran Financial Advisors
Michigan
$121K – – –
US Bancorp
79
US Bancorp
Minnesota
$94K -$41.7K -2,000 -30%
BRWA
80
B. Riley Wealth Advisors
Florida
$85K +$88.9K +4,264 New
SIA
81
SeaBridge Investment Advisors
New Jersey
$83K +$86.7K +4,160 New
DADC
82
D.A. Davidson & Co
Montana
$67K – – –
WEC
83
Winslow Evans & Crocker
Massachusetts
$39.8K -$135K -6,500 -76%
AA
84
Apriem Advisors
California
$35K +$21.1K +1,012 +132%
AIG
85
American International Group
New York
$32.9K – – –
NES
86
New England Securities
New York
$27K – – –
MFS
87
MSI Financial Services
Massachusetts
$25K -$6.02K -289 -19%
AllianceBernstein
88
AllianceBernstein
Tennessee
$24K – – –
BRWM
89
B. Riley Wealth Management
Tennessee
$18K – – –
Creative Planning
90
Creative Planning
Kansas
$15K -$2.08K -100 -12%
AC
91
Alexandria Capital
Virginia
$12K +$12.5K +600 New
FWM
92
Focused Wealth Management
New York
$10K +$10.5K +504 New
FMII
93
Farmers & Merchants Investments Inc
Nebraska
$6K – – –
FNYS
94
First New York Securities
New York
$3.98K +$4.17K +200 New
MA
95
MUFG Americas
New York
$3K – – –
Barclays
96
Barclays
United Kingdom
– -$3.17M -151,362 Closed
DLCIG
97
D.L. Carlson Investment Group
New Hampshire
– -$1.03M -47,425 Closed
AI
98
ArchPoint Investors
Florida
– -$909K -42,000 Closed
Cambridge Investment Research Advisors
99
Cambridge Investment Research Advisors
Iowa
– -$796K -36,757 Closed
KSCM
100
Kamunting Street Capital Management
Florida
– -$700K -32,337 Closed