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PIMCO Dynamic Income Strategy Fund
PDX

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Cynosure Group
76
Cynosure Group
Utah
US$ 224 mil +US$ 206 mil +10.158 Nova
MAI Capital Management
77
MAI Capital Management
Ohio
US$ 221 mil – – –
&Partners
78
&Partners
Tennessee
US$ 219 mil +US$ 202 mil +9.945 Nova
Convergence Financial
79
Convergence Financial
Missouri
US$ 211 mil +US$ 194 mil +9.547 Nova
AWM Capital
80
AWM Capital
Arizona
US$ 210 mil +US$ 193 mil +9.507 Nova
CoreCap Advisors
81
CoreCap Advisors
Michigan
US$ 187 mil +US$ 172 mil +8.467 Nova
Steward Partners Investment Advisory
82
Steward Partners Investment Advisory
New York
US$ 163 mil +US$ 11,2 mil +550 +8%
Ancora Advisors
83
Ancora Advisors
Ohio
US$ 110 mil – – –
Halbert Hargrove Global Advisors
84
Halbert Hargrove Global Advisors
California
US$ 99,3 mil – – –
US Bancorp
85
US Bancorp
Minnesota
US$ 83,5 mil – – –
KFP
86
Kerr Financial Planning
California
US$ 79,3 mil -US$ 9,29 mil -458 -9%
Vestor Capital
87
Vestor Capital
Illinois
US$ 55 mil +US$ 43,5 mil +2.146 +606%
NewEdge Advisors
88
NewEdge Advisors
Louisiana
US$ 45,6 mil +US$ 6,14 mil +303 +17%
MAS
89
MPWM Advisory Solutions
Georgia
US$ 43,3 mil – – –
CNBT
90
Cornerstone National Bank & Trust
Illinois
US$ 32,2 mil – – –
Blue Bell Private Wealth Management
91
Blue Bell Private Wealth Management
Pennsylvania
US$ 22,3 mil +US$ 7,1 mil +350 +53%
Farther Finance Advisors
92
Farther Finance Advisors
California
US$ 21,5 mil +US$ 20,3 mil +1.000 Nova
Spire Wealth Management
93
Spire Wealth Management
Virginia
US$ 19,3 mil – – –
WSA
94
Wealth Science Advisors
Georgia
US$ 18,1 mil +US$ 19,5 mil +964 Nova
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
US$ 13,8 mil – – –
Atlantic Union Bankshares
96
Atlantic Union Bankshares
Virginia
US$ 13,2 mil – – –
IFP Advisors
97
IFP Advisors
Florida
US$ 11,6 mil – – –
FIA
98
FNY Investment Advisers
New York
US$ 11 mil +US$ 10,1 mil +500 Nova
Strategic Wealth Partners
99
Strategic Wealth Partners
Ohio
US$ 4,41 mil – – –
HWP
100
Highline Wealth Partners
California
US$ 3,31 mil – – –
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