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PIMCO Dynamic Income Strategy Fund

Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
MAI Capital Management
76
MAI Capital Management
Ohio
USD 240 k +USD 31.7 k +1,500 +15%
&Partners
77
&Partners
Tennessee
USD 224 k +USD 17.6 k +835 +8%
MONECO Advisors
78
MONECO Advisors
Connecticut
USD 224 k +USD 228 k +10,769 Nuevas
Allworth Financial
79
Allworth Financial
California
USD 219 k – – –
Cynosure Group
80
Cynosure Group
Utah
USD 215 k +USD 3.99 k +189 +2%
Spirepoint Private Client
81
Spirepoint Private Client
Florida
USD 215 k – – –
AGM
82
Alpine Global Management
New York
USD 214 k +USD 217 k +10,268 Nuevas
IFG Advisory
83
IFG Advisory
Georgia
USD 178 k +USD 181 k +8,550 Nuevas
Continuum Advisory
84
Continuum Advisory
Idaho
USD 128 k +USD 130 k +6,163 Nuevas
LAS
85
Lloyd Advisory Services
Georgia
USD 126 k +USD 128 k +6,053 Nuevas
Ancora Advisors
86
Ancora Advisors
Ohio
USD 104 k – – –
Steward Partners Investment Advisory
87
Steward Partners Investment Advisory
New York
USD 97.8 k -USD 57.1 k -2,701 -37%
Halbert Hargrove Global Advisors
88
Halbert Hargrove Global Advisors
California
USD 93.7 k – – –
US Bancorp
89
US Bancorp
Minnesota
USD 78.8 k – – –
KFP
90
Kerr Financial Planning
California
USD 77.7 k +USD 2.37 k +112 +2%
CoreCap Advisors
91
CoreCap Advisors
Michigan
USD 72.5 k -USD 105 k -4,986 -59%
NewEdge Advisors
92
NewEdge Advisors
Louisiana
USD 43.9 k +USD 803 +38 +2%
MAS
93
MPWM Advisory Solutions
Georgia
USD 40.9 k – – –
CNBT
94
Cornerstone National Bank & Trust
Illinois
USD 31.4 k – – –
Blue Bell Private Wealth Management
95
Blue Bell Private Wealth Management
Pennsylvania
USD 31.4 k +USD 10.6 k +500 +50%
Bessemer Group
96
Bessemer Group
New Jersey
USD 21 k +USD 21.1 k +1,000 Nuevas
Spire Wealth Management
97
Spire Wealth Management
Virginia
USD 18.2 k – – –
Institute for Wealth Management
98
Institute for Wealth Management
Colorado
USD 14.1 k +USD 14.3 k +675 Nuevas
APW
99
Allied Private Wealth
Florida
USD 13.3 k +USD 13.2 k +623 Nuevas
Northwestern Mutual Wealth Management
100
Northwestern Mutual Wealth Management
Wisconsin
USD 13 k – – –