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PIMCO Dynamic Income Fund
PDI

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
226
Focused Wealth Management
New York
$34.5K -$7.33K -426 -18%
SWM
227
Sugarloaf Wealth Management
Georgia
$34.5K -$7.65K -445 -19%
CMP
228
Coston McIsaac & Partners
Maine
$34K +$585 +34 +2%
MFT
229
Moisand Fitzgerald Tamayo
Florida
$33K – – –
OLVIG
230
Oliver Lagore Vanvalin Investment Group
Michigan
$30.5K – – –
VWM
231
Venturi Wealth Management
Texas
$29.6K – – –
PA
232
PSI Advisors
Florida
$28.8K +$24.1K +1,401 +677%
AA
233
AlphaMark Advisors
Kentucky
$27K +$929 +54 +4%
WB
234
Webster Bank
Connecticut
$26.2K – – –
GI
235
Gradient Investments
Minnesota
$26K – – –
CAM
236
Chesapeake Asset Management
New York
$24.7K -$1.46K -85 -6%
SIS
237
Sound Income Strategies
Florida
$23.4K +$499 +29 +2%
CSC
238
Caldwell Sutter Capital
California
$23.1K – – –
HGERS
239
Householder Group Estate & Retirement Specialist
Arizona
$22K – – –
LFG
240
Larson Financial Group
Missouri
$21.5K +$12K +700 +140%
AF
241
Advisornet Financial
Minnesota
$18.5K +$636 +37 +4%
BWM
242
Baystate Wealth Management
Massachusetts
$18K +$17.2K +1,001 New
TF
243
Tompkins Financial
New York
$16.7K – – –
HGA
244
Hobbs Group Advisors
South Carolina
$14.7K +$14.1K +818 New
BI
245
Bramshill Investments
Florida
$10.8K – – –
UB
246
UMB Bank
Missouri
$8.97K – – –
CT
247
Cambridge Trust
Massachusetts
$8.92K -$8.05K -468 -48%
FDCDDQ
248
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.8K – – –
NB
249
NBT Bank
New York
$8.74K +$8.38K +487 New
FMP
250
Financial Management Professionals
Texas
$7K – – –
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10
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