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DSL

DoubleLine Income Solutions Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
126
Lido Advisors
California
$154K +$13.2K +1,150 +10%
PI
127
Parkside Investments
Illinois
$147K
AWM
128
AE Wealth Management
Kansas
$146K -$1.28M -111,545 -91%
SPIA
129
Steward Partners Investment Advisory
New York
$145K -$4.47K -389 -3%
JFA
130
JNBA Financial Advisors
Minnesota
$139K -$303K -26,372 -70%
DWT
131
Dorsey & Whitney Trust
South Dakota
$138K
KWA
132
Kellett Wealth Advisors
Ohio
$135K +$127K +11,000 New
WP
133
WealthPLAN Partners
Nebraska
$133K
AA
134
Apriem Advisors
California
$132K
PCM
135
Pointe Capital Management
Michigan
$129K -$22.8K -1,986 -16%
Jane Street
136
Jane Street
New York
$128K -$113K -9,799 -48%
VCM
137
Vivaldi Capital Management
Illinois
$127K
GCM
138
Gator Capital Management
Florida
$125K -$5.18K -450 -4%
Creative Planning
139
Creative Planning
Kansas
$125K +$117K +10,212 New
HI
140
Harbour Investments
Wisconsin
$83.9K +$2.88K +250 +4%
BFPW
141
BOK Financial Private Wealth
Colorado
$74.1K
TC
142
Truvestments Capital
Florida
$73.4K +$69K +6,000 New
S
143
SignatureFD
Georgia
$68K +$1.78K +155 +3%
PNC Financial Services Group
144
PNC Financial Services Group
Pennsylvania
$63.7K
HCM
145
Highlander Capital Management
New Jersey
$58.8K
SWM
146
Spire Wealth Management
Virginia
$48.8K -$8.28K -720 -15%
LC
147
Lindbrook Capital
California
$42.8K +$40.3K +3,500 New
Carson Wealth (CWM LLC)
148
Carson Wealth (CWM LLC)
Nebraska
$39K +$1.05K +91 +3%
LFG
149
Larson Financial Group
Missouri
$34.9K +$5.75K +500 +21%
CG
150
Cutler Group
California
$34K +$32.2K +2,800 New