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DSL

DoubleLine Income Solutions Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AWE
126
Avidian Wealth Enterprises
Texas
$180K
AI
127
ArchPoint Investors
Florida
$169K
AGM
128
Alpine Global Management
New York
$167K +$172K +14,840 New
AOWM
129
Asset One Wealth Management
Washington
$167K +$169K +14,617 New
BB
130
Bell Bank
North Dakota
$154K
WP
131
WealthPLAN Partners
Nebraska
$152K -$1.16K -100 -0.7%
PI
132
PFG Investments
New York
$152K -$3.63K -314 -2%
MWA
133
Medallion Wealth Advisors
Connecticut
$151K -$139K -12,028 -47%
DWT
134
Dorsey & Whitney Trust
South Dakota
$150K
KFA
135
Kelleher Financial Advisors
New York
$147K +$151K +13,027 New
Comerica Bank
136
Comerica Bank
Texas
$146K +$32.4K +2,802 +28%
MML Investors Services
137
MML Investors Services
Massachusetts
$141K +$763 +66 +0.5%
WJWM
138
Williams Jones Wealth Management
New York
$133K -$11.6K -1,000 -8%
SCA
139
Snowden Capital Advisors
New York
$132K +$135K +11,709 New
AWM
140
Apollon Wealth Management
South Carolina
$130K -$69.5K -6,010 -34%
BFG
141
Berger Financial Group
Minnesota
$130K +$133K +11,521 New
CAPTRUST Financial Advisors
142
CAPTRUST Financial Advisors
North Carolina
$126K -$275K -23,832 -68%
HF
143
HRT Financial
New York
$124K +$128K +11,033 New
TCA
144
Transcend Capital Advisors
New Jersey
$120K +$123K +10,604 New
NAS
145
NWF Advisory Services
California
$118K -$39.7K -3,438 -25%
WCAMG
146
Woodard & Company Asset Management Group
North Carolina
$117K
VCM
147
Vivaldi Capital Management
Illinois
$114K
CIBC Private Wealth Group
148
CIBC Private Wealth Group
Georgia
$113K +$12 +1 +0%
BTI
149
Blue Trust Inc
Georgia
$89.3K +$91.6K +7,925 New
Carson Wealth (CWM LLC)
150
Carson Wealth (CWM LLC)
Nebraska
$71K +$1.81K +157 +3%