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PIMCO Dynamic Income Strategy Fund

Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Cynosure Group
76
Cynosure Group
Utah
USD 224 k +USD 206 k +10,158 Nuevas
MAI Capital Management
77
MAI Capital Management
Ohio
USD 221 k – – –
&Partners
78
&Partners
Tennessee
USD 219 k +USD 202 k +9,945 Nuevas
Convergence Financial
79
Convergence Financial
Missouri
USD 211 k +USD 194 k +9,547 Nuevas
AWM Capital
80
AWM Capital
Arizona
USD 210 k +USD 193 k +9,507 Nuevas
CoreCap Advisors
81
CoreCap Advisors
Michigan
USD 187 k +USD 172 k +8,467 Nuevas
Steward Partners Investment Advisory
82
Steward Partners Investment Advisory
New York
USD 163 k +USD 11.2 k +550 +8%
Ancora Advisors
83
Ancora Advisors
Ohio
USD 110 k – – –
Halbert Hargrove Global Advisors
84
Halbert Hargrove Global Advisors
California
USD 99.3 k – – –
US Bancorp
85
US Bancorp
Minnesota
USD 83.5 k – – –
KFP
86
Kerr Financial Planning
California
USD 79.3 k -USD 9.29 k -458 -9%
Vestor Capital
87
Vestor Capital
Illinois
USD 55 k +USD 43.5 k +2,146 +606%
NewEdge Advisors
88
NewEdge Advisors
Louisiana
USD 45.6 k +USD 6.14 k +303 +17%
MAS
89
MPWM Advisory Solutions
Georgia
USD 43.3 k – – –
CNBT
90
Cornerstone National Bank & Trust
Illinois
USD 32.2 k – – –
Blue Bell Private Wealth Management
91
Blue Bell Private Wealth Management
Pennsylvania
USD 22.3 k +USD 7.1 k +350 +53%
Farther Finance Advisors
92
Farther Finance Advisors
California
USD 21.5 k +USD 20.3 k +1,000 Nuevas
Spire Wealth Management
93
Spire Wealth Management
Virginia
USD 19.3 k – – –
WSA
94
Wealth Science Advisors
Georgia
USD 18.1 k +USD 19.5 k +964 Nuevas
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
USD 13.8 k – – –
Atlantic Union Bankshares
96
Atlantic Union Bankshares
Virginia
USD 13.2 k – – –
IFP Advisors
97
IFP Advisors
Florida
USD 11.6 k – – –
FIA
98
FNY Investment Advisers
New York
USD 11 k +USD 10.1 k +500 Nuevas
Strategic Wealth Partners
99
Strategic Wealth Partners
Ohio
USD 4.41 k – – –
HWP
100
Highline Wealth Partners
California
USD 3.31 k – – –