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DSL

DoubleLine Income Solutions Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Simplex Trading
126
Simplex Trading
Illinois
$101K +$55K +2,993 +65%
WT
127
Washington Trust
Rhode Island
$61K +$83.9K +4,565 New
GSWM
128
Golden State Wealth Management
California
$51K +$69.8K +3,798 New
Carson Wealth (CWM LLC)
129
Carson Wealth (CWM LLC)
Nebraska
$50K
EWM
130
EPG Wealth Management
Georgia
$50K +$44.2K +2,408 +182%
CHA
131
Carmichael Hill & Associates
Maryland
$47K
FWM
132
FSA Wealth Management
Massachusetts
$46K +$10.3K +559 +19%
1W
133
1776 Wealth
Georgia
$40K
CWM
134
Cedar Wealth Management
California
$24K +$33.6K +1,830 New
SWM
135
Selective Wealth Management
Virginia
$21K
SIA
136
SeaBridge Investment Advisors
New Jersey
$20K -$1.84K -100 -6%
BEI
137
Benjamin Edwards Inc
Missouri
$18K
OPS
138
Orion Portfolio Solutions
Nebraska
$14K -$13.8K -751 -42%
AF
139
Advisornet Financial
Minnesota
$13K
First Manhattan
140
First Manhattan
New York
$13K
SWM
141
Sugarloaf Wealth Management
Georgia
$13K
PFO
142
Pathstone Family Office
New Jersey
$13K +$18.6K +1,014 New
VCP
143
Verus Capital Partners
Arizona
$12K
GI
144
Gradient Investments
Minnesota
$12K +$12.9K +700 +350%
TFS
145
TrustCore Financial Services
Tennessee
$11K
SIM
146
Sonora Investment Management
Arizona
$8K
EIP
147
Ellis Investment Partners
Pennsylvania
$7K -$9.85K -536 -47%
AA
148
Ancora Advisors
Ohio
$7K
FWM
149
Focused Wealth Management
New York
$7K
CTC
150
Central Trust Company
Missouri
$4K +$5.51K +300 New