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DSL

DoubleLine Income Solutions Fund

Name Holding Trade Value Shares
Change
Change in
Stake
HWA
101
HCR Wealth Advisors
California
$321K -$754 -50 -0.2%
SWM
102
Spire Wealth Management
Virginia
$317K -$1.06M -70,586 -76%
GWM
103
GDS Wealth Management
Texas
$309K
IWC
104
Integrated Wealth Concepts
Massachusetts
$293K +$19.6K +1,300 +7%
GWM
105
Geneos Wealth Management
Colorado
$293K +$149K +9,891 +96%
NLP
106
Next Level Private
New York
$281K -$40.7K -2,700 -12%
BAM
107
Belpointe Asset Management
Nevada
$277K
SPIA
108
Steward Partners Investment Advisory
New York
$269K -$355K -23,535 -56%
NF
109
NTB Financial
Colorado
$269K -$15K -993 -5%
SFS
110
Stiles Financial Services
Minnesota
$267K -$12.1K -803 -4%
EH
111
Equitable Holdings
New York
$263K +$844 +56 +0.3%
Mercer Global Advisors
112
Mercer Global Advisors
Colorado
$261K +$74.6K +4,949 +38%
WCMNY
113
Westchester Capital Management (New York)
New York
$261K +$271K +17,967 New
FAIM
114
Financial Advocates Investment Management
Washington
$251K
ClearBridge Investments
115
ClearBridge Investments
New York
$247K
ASN
116
Advisory Services Network
Georgia
$244K +$37.1K +2,464 +17%
PI
117
Parkside Investments
Illinois
$242K
ICMP
118
Integrated Capital Management (Pennsylvania)
Pennsylvania
$242K +$251K +16,643 New
Citadel Advisors
119
Citadel Advisors
Florida
$226K +$234K +15,540 New
AA
120
Apriem Advisors
California
$224K
EE
121
EWG Elevate
California
$224K +$22.4K +1,489 +11%
KA
122
Kovack Advisors
Florida
$219K +$13.8K +916 +6%
Goldman Sachs
123
Goldman Sachs
New York
$218K +$226K +14,983 New
MIG
124
Mariner Investment Group
New York
$218K +$226K +15,000 New
MCC
125
Money Concepts Capital
Florida
$214K +$222K +14,738 New