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PIMCO Dynamic Income Strategy Fund
PDX

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Evolve Private Wealth
51
Evolve Private Wealth
California
USD 489 k -USD 12.9 k -611 -3%
Oppenheimer & Co
52
Oppenheimer & Co
New York
USD 473 k +USD 88.7 k +4,197 +23%
Arkadios Wealth Advisors
53
Arkadios Wealth Advisors
Georgia
USD 438 k +USD 5.07 k +240 +1%
O'Shaughnessy Asset Management
54
O'Shaughnessy Asset Management
Connecticut
USD 412 k -USD 94.3 k -4,465 -18%
Aprio Wealth Management
55
Aprio Wealth Management
Georgia
USD 412 k – – –
Harbour Investments
56
Harbour Investments
Wisconsin
USD 397 k -USD 16.2 k -769 -4%
IP
57
Indivisible Partners
Florida
USD 375 k +USD 380 k +18,003 Nuevas
IMT
58
Investment Management Trust
Massachusetts
USD 372 k +USD 23.9 k +1,131 +7%
Essex Financial Services
59
Essex Financial Services
Connecticut
USD 370 k – – –
Fifth Third Bancorp
60
Fifth Third Bancorp
Ohio
USD 361 k +USD 21.8 k +1,034 +6%
Wealth Enhancement Advisory Services
61
Wealth Enhancement Advisory Services
Minnesota
USD 349 k -USD 41.8 k -1,980 -11%
ICM
62
Islay Capital Management
Texas
USD 334 k +USD 401 +19 +0.1%
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
USD 328 k -USD 10.6 k -500 -3%
AHL
64
Abel Hall LLC
Louisiana
USD 312 k – – –
CWM
65
Cornerstone Wealth Management
Missouri
USD 305 k -USD 16.6 k -786 -5%
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
USD 294 k +USD 1.9 k +90 +0.6%
FWP
67
Flatrock Wealth Partners
California
USD 285 k +USD 232 +11 +0.1%
Savvy Advisors Inc
68
Savvy Advisors Inc
New York
USD 281 k -USD 33.7 k -1,596 -11%
Creative Planning
69
Creative Planning
Kansas
USD 276 k +USD 17.1 k +808 +6%
CL
70
CSS LLC
Illinois
USD 270 k +USD 274 k +12,960 Nuevas
Citadel Advisors
71
Citadel Advisors
Florida
USD 269 k +USD 273 k +12,917 Nuevas
PFG Investments
72
PFG Investments
New York
USD 256 k +USD 260 k +12,297 Nuevas
Regal Investment Advisors
73
Regal Investment Advisors
Michigan
USD 254 k – – –
Brown Advisory
74
Brown Advisory
Maryland
USD 250 k – – –
MWM
75
Meadowbrook Wealth Management
New York
USD 245 k +USD 247 k +11,700 Nuevas
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