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DSL

DoubleLine Income Solutions Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SPC
101
Sigma Planning Corp
Michigan
$385K -$3.69K -216 -0.9%
AAS
102
Ameritas Advisory Services
Nebraska
$384K +$408K +23,819 New
GWM
103
GDS Wealth Management
Texas
$368K +$391K +22,858 New
APA
104
American Portfolios Advisors
New York
$368K +$23.6K +1,380 +6%
SI
105
Stephens Inc
Arkansas
$364K -$39.6K -2,313 -9%
HWA
106
HCR Wealth Advisors
California
$357K -$21.4K -1,250 -5%
CWM
107
Chemistry Wealth Management
New York
$355K +$377K +22,030 New
NLP
108
Next Level Private
New York
$355K +$377K +22,030 New
GL
109
GHE LLC
Tennessee
$343K +$364K +21,250 New
LNWWM
110
Laird Norton Wetherby Wealth Management
California
$322K
SCM
111
Segantii Capital Management
Hong Kong
$318K +$337K +19,725 New
NF
112
NTB Financial
Colorado
$314K +$333K +19,485 New
Creative Planning
113
Creative Planning
Kansas
$314K +$334K +19,500 New
SFS
114
Stiles Financial Services
Minnesota
$309K +$328K +19,173 New
BAM
115
Belpointe Asset Management
Nevada
$307K -$38.8K -2,270 -11%
IWC
116
Integrated Wealth Concepts
Massachusetts
$305K +$39.3K +2,300 +14%
EH
117
Equitable Holdings
New York
$291K +$376 +22 +0.1%
FAIM
118
Financial Advocates Investment Management
Washington
$279K -$20.5K -1,200 -6%
ClearBridge Investments
119
ClearBridge Investments
New York
$274K
PI
120
Parkside Investments
Illinois
$269K -$59.9K -3,500 -17%
WTC
121
WhitTier Trust Company
Nevada
$257K
AA
122
Apriem Advisors
California
$249K -$17.1K -1,000 -6%
AC
123
Addison Capital
Pennsylvania
$243K -$30.8K -1,800 -11%
AWM
124
Apollon Wealth Management
South Carolina
$237K +$5.41K +316 +2%
PCM
125
Pointe Capital Management
Michigan
$234K +$222 +13 +0.1%