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PIMCO Dynamic Income Strategy Fund
PDX

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
MAI Capital Management
76
MAI Capital Management
Ohio
US$ 240 mil +US$ 31,7 mil +1.500 +15%
&Partners
77
&Partners
Tennessee
US$ 224 mil +US$ 17,6 mil +835 +8%
MONECO Advisors
78
MONECO Advisors
Connecticut
US$ 224 mil +US$ 228 mil +10.769 Nova
Allworth Financial
79
Allworth Financial
California
US$ 219 mil – – –
Cynosure Group
80
Cynosure Group
Utah
US$ 215 mil +US$ 3,99 mil +189 +2%
Spirepoint Private Client
81
Spirepoint Private Client
Florida
US$ 215 mil – – –
AGM
82
Alpine Global Management
New York
US$ 214 mil +US$ 217 mil +10.268 Nova
IFG Advisory
83
IFG Advisory
Georgia
US$ 178 mil +US$ 181 mil +8.550 Nova
Continuum Advisory
84
Continuum Advisory
Idaho
US$ 128 mil +US$ 130 mil +6.163 Nova
LAS
85
Lloyd Advisory Services
Georgia
US$ 126 mil +US$ 128 mil +6.053 Nova
Ancora Advisors
86
Ancora Advisors
Ohio
US$ 104 mil – – –
Steward Partners Investment Advisory
87
Steward Partners Investment Advisory
New York
US$ 97,8 mil -US$ 57,1 mil -2.701 -37%
Halbert Hargrove Global Advisors
88
Halbert Hargrove Global Advisors
California
US$ 93,7 mil – – –
US Bancorp
89
US Bancorp
Minnesota
US$ 78,8 mil – – –
KFP
90
Kerr Financial Planning
California
US$ 77,7 mil +US$ 2,37 mil +112 +2%
CoreCap Advisors
91
CoreCap Advisors
Michigan
US$ 72,5 mil -US$ 105 mil -4.986 -59%
NewEdge Advisors
92
NewEdge Advisors
Louisiana
US$ 43,9 mil +US$ 803 +38 +2%
MAS
93
MPWM Advisory Solutions
Georgia
US$ 40,9 mil – – –
CNBT
94
Cornerstone National Bank & Trust
Illinois
US$ 31,4 mil – – –
Blue Bell Private Wealth Management
95
Blue Bell Private Wealth Management
Pennsylvania
US$ 31,4 mil +US$ 10,6 mil +500 +50%
Bessemer Group
96
Bessemer Group
New Jersey
US$ 21 mil +US$ 21,1 mil +1.000 Nova
Spire Wealth Management
97
Spire Wealth Management
Virginia
US$ 18,2 mil – – –
Institute for Wealth Management
98
Institute for Wealth Management
Colorado
US$ 14,1 mil +US$ 14,3 mil +675 Nova
APW
99
Allied Private Wealth
Florida
US$ 13,3 mil +US$ 13,2 mil +623 Nova
Northwestern Mutual Wealth Management
100
Northwestern Mutual Wealth Management
Wisconsin
US$ 13 mil – – –
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