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DSL

DoubleLine Income Solutions Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LFS
101
Legacy Financial Strategies
Kansas
$212K +$212K +10,559 New
DY
102
Dowling & Yahnke
California
$211K
GWM
103
Geneos Wealth Management
Colorado
$209K +$25K +1,241 +13%
VHAM
104
Van Hulzen Asset Management
California
$208K +$2.41K +120 +1%
PFGIA
105
Patriot Financial Group Insurance Agency
Massachusetts
$147K +$22.3K +1,107 +18%
AI
106
ArchPoint Investors
Florida
$141K
KCPG
107
Kavar Capital Partners Group
Kansas
$131K +$131K +6,500 New
SPIA
108
Steward Partners Investment Advisory
New York
$129K +$704 +35 +0.5%
Northwestern Mutual Wealth Management
109
Northwestern Mutual Wealth Management
Wisconsin
$113K +$25.9K +1,288 +30%
ASN
110
Advisory Services Network
Georgia
$103K +$27.7K +1,377 +37%
APA
111
American Portfolios Advisors
New York
$94.4K +$2.01K +100 +2%
AWA
112
Acorn Wealth Advisors
Michigan
$82K +$1.13K +56 +1%
BWL
113
Bogart Wealth LLC
Virginia
$76K -$33K -1,640 -30%
YWP
114
YorkBridge Wealth Partners
New York
$72K +$50.3K +2,500 +250%
Manulife (Manufacturers Life Insurance)
115
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$69K +$804 +40 +1%
BRC
116
Bell Rock Capital
Delaware
$57K +$56.6K +2,817 New
BAM
117
Bruderman Asset Management
New York
$46K +$46.3K +2,302 New
HNB
118
Huntington National Bank
Ohio
$40K
APP
119
Avantax Planning Partners
Iowa
$38K +$37.8K +1,878 New
AIM
120
Advantage Investment Management
Iowa
$30K
PA
121
Parallel Advisors
California
$25K
SFSIG
122
San Francisco Sentry Investment Group
California
$24K
First Manhattan
123
First Manhattan
New York
$20K
MFT
124
Moisand Fitzgerald Tamayo
Florida
$20K
WF
125
WealthTrust Fairport
Ohio
$20K +$20.1K +1,000 New