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DSL

DoubleLine Income Solutions Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
101
Wealth Enhancement Advisory Services
Minnesota
$204K -$453K -40,280 -68%
WEG
102
World Equity Group
Illinois
$201K +$24.8K +2,200 +13%
FFWM
103
Future Financial Wealth Management
Ohio
$200K
IAS
104
Insigneo Advisory Services
Florida
$198K
AA
105
Apriem Advisors
California
$187K
CWA
106
Cura Wealth Advisors
Illinois
$186K
BFM
107
Boothbay Fund Management
New York
$185K +$192K +17,080 New
SWM
108
SeaCrest Wealth Management
New York
$176K -$10.4K -920 -5%
AWE
109
Avidian Wealth Enterprises
Texas
$173K
FFN
110
Focus Financial Network
Minnesota
$173K -$59K -5,247 -25%
PI
111
PFG Investments
New York
$169K +$24.7K +2,198 +16%
AW
112
Alteri Wealth
California
$164K -$24K -2,135 -12%
AI
113
ArchPoint Investors
Florida
$162K
Fifth Third Bancorp
114
Fifth Third Bancorp
Ohio
$157K +$163K +14,514 New
KWM
115
Kingsview Wealth Management
Oregon
$156K -$48.9K -4,350 -23%
BB
116
Bell Bank
North Dakota
$148K
DWT
117
Dorsey & Whitney Trust
South Dakota
$145K
KFA
118
Kelleher Financial Advisors
New York
$144K +$2.95K +262 +2%
MWA
119
Medallion Wealth Advisors
Connecticut
$143K -$2.81K -250 -2%
AA
120
Advisory Advocates
Michigan
$139K +$144K +12,800 New
Nomura Holdings
121
Nomura Holdings
Japan
$135K -$109K -9,687 -44%
WP
122
WealthPLAN Partners
Nebraska
$132K -$14.6K -1,300 -10%
MML Investors Services
123
MML Investors Services
Massachusetts
$128K -$8.13K -723 -6%
WJWM
124
Williams Jones Wealth Management
New York
$128K
SCA
125
Snowden Capital Advisors
New York
$127K