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DSL

DoubleLine Income Solutions Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
101
Avantax Advisory Services
Texas
$263K +$106K +8,333 +70%
WT
102
Whittier Trust
California
$256K -$76.7K -6,000 -23%
GP
103
Gridiron Partners
Pennsylvania
$248K
AWA
104
Arete Wealth Advisors
Illinois
$242K -$249K -19,449 -51%
NLP
105
Next Level Private
New York
$241K
CIA
106
Capital Investment Advisors
Georgia
$240K
FAIM
107
Financial Advocates Investment Management
Washington
$236K -$28K -2,192 -11%
PCM
108
Parsons Capital Management
Rhode Island
$222K -$34.8K -2,725 -14%
FFWM
109
Future Financial Wealth Management
Ohio
$219K
SAM
110
Secure Asset Management
Michigan
$212K
AWE
111
Avidian Wealth Enterprises
Texas
$208K
NW
112
NewEdge Wealth
Pennsylvania
$202K -$63.3K -4,952 -24%
WJWM
113
Williams Jones Wealth Management
New York
$198K
AI
114
ArchPoint Investors
Florida
$195K
NCM
115
NCM Capital Management
New Jersey
$187K -$12.8K -1,000 -6%
TCA
116
Transcend Capital Advisors
New Jersey
$185K -$25.6K -2,000 -12%
EM
117
ELCO Management
New York
$184K +$49.8K +3,900 +38%
WP
118
WealthPLAN Partners
Nebraska
$184K +$31.6K +2,475 +21%
BB
119
Bell Bank
North Dakota
$177K +$175K +13,656 New
Mercer Global Advisors
120
Mercer Global Advisors
Colorado
$175K +$39.2K +3,064 +29%
IFWM
121
Institute for Wealth Management
Colorado
$174K
KA
122
Kovack Advisors
Florida
$172K +$2.3K +180 +1%
Jane Street
123
Jane Street
New York
$171K +$169K +13,194 New
IAIM
124
International Assets Investment Management
Florida
$165K +$162K +12,691 New
DWT
125
Dorsey & Whitney Trust
South Dakota
$158K