We are live on ! Find out more
DSL

DoubleLine Income Solutions Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CI
151
CX Institutional
Indiana
$49K +$52.8K +4,000 New
IA
152
IFP Advisors
Florida
$44K
KFI
153
Key Financial Inc
Pennsylvania
$43K +$46.2K +3,500 New
CA
154
Centerpoint Advisors
Massachusetts
$41K +$44.9K +3,400 New
Carson Wealth (CWM LLC)
155
Carson Wealth (CWM LLC)
Nebraska
$35K +$950 +72 +3%
VVP
156
Venture Visionary Partners
Ohio
$32.7K +$35.6K +2,699 New
HFS
157
Heritage Financial Services
Massachusetts
$31K +$34K +2,574 New
LFG
158
Larson Financial Group
Missouri
$29K +$5.28K +400 +21%
BFPW
159
BOK Financial Private Wealth
Colorado
$28K +$30K +2,275 New
CWC
160
Carolinas Wealth Consulting
North Carolina
$27K
SWA
161
SOA Wealth Advisors
New York
$21K
CHA
162
Carmichael Hill & Associates
Maryland
$20K
BEI
163
Benjamin Edwards Inc
Missouri
$17K
BCMLT
164
Beacon Capital Management LLC (Tennessee)
Tennessee
$15K
FMP
165
Financial Management Professionals
Texas
$15K +$370 +28 +2%
FDCDDQ
166
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.8K
First Manhattan
167
First Manhattan
New York
$12K
WPWM
168
Western Pacific Wealth Management
Illinois
$12K
FWM
169
Focused Wealth Management
New York
$8K +$211 +16 +3%
CG
170
Cutler Group
California
$7K -$5.28K -400 -40%
COCM
171
Charter Oak Capital Management
New Hampshire
$7K
CA
172
CoreCap Advisors
Michigan
$7K +$7.26K +550 New
AA
173
Ancora Advisors
Ohio
$6K
Lazard Asset Management
174
Lazard Asset Management
New York
$6K
WWMSC
175
Wagner Wealth Management (South Carolina)
South Carolina
$5K +$5.19K +393 New