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PIMCO Dynamic Income Fund
PDI

Name Holding Trade Value Shares
Change 		Change in
Stake
AWE
226
Avidian Wealth Enterprises
Texas
$321K -$5.9K -347 -2%
MA
227
Mutual Advisors
Nebraska
$317K +$323K +19,000 New
VA
228
VestGen Advisors
Illinois
$314K – – –
GWM
229
Geneos Wealth Management
Colorado
$313K +$39.1K +2,300 +14%
RAM
230
Readystate Asset Management
Illinois
$313K +$318K +18,730 New
MAM
231
MWA Asset Management
Massachusetts
$311K +$6.8K +400 +2%
GL
232
GHE LLC
Tennessee
$310K +$850 +50 +0.3%
MC
233
Mathes Company
New York
$309K – – –
SI
234
Stephens Inc
Arkansas
$307K +$1.82K +107 +0.6%
WA
235
WealthTrust Axiom
Pennsylvania
$305K – – –
AWA
236
Arkadios Wealth Advisors
Georgia
$305K -$6.16M -362,111 -95%
NWM
237
Northwest Wealth Management
Iowa
$303K -$6.97K -410 -2%
LAM
238
Lifestyle Asset Management
Texas
$299K +$134K +7,886 +79%
WA
239
Waverly Advisors
Alabama
$292K +$298K +17,506 New
UAG
240
United Advisor Group
Ohio
$291K +$3.08K +181 +1%
TA
241
TPG Advisors
Illinois
$290K +$1.94K +114 +0.7%
AF
242
Advisornet Financial
Minnesota
$286K -$48.8K -2,872 -14%
IAS
243
Integrity Advisory Solutions
Texas
$276K +$281K +16,541 New
HCM
244
Hollencrest Capital Management
California
$272K -$6K -353 -2%
KPWS
245
Kestra Private Wealth Services
Texas
$271K -$46.4K -2,727 -14%
MWM
246
Melfa Wealth Management
Massachusetts
$266K – – –
MWA
247
Merkkuri Wealth Advisors
New York
$265K – – –
CFG
248
Certior Financial Group
Pennsylvania
$263K -$24.5K -1,440 -8%
BPA
249
Beacon Pointe Advisors
California
$262K +$49.1K +2,890 +23%
AHL
250
Abel Hall LLC
Louisiana
$251K – – –
8 9
10
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