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PIMCO Dynamic Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
EC
226
Elequin Capital
New York
$213K +$226K +11,609 New
VWA
227
Visionary Wealth Advisors
Illinois
$212K +$1.03K +53 +0.5%
BFC
228
Bedel Financial Consulting
Indiana
$211K +$210K +10,812 New
TA
229
TPG Advisors
Illinois
$210K +$10.4K +535 +5%
SG
230
StoneX Group
New York
$204K -$30.4K -1,563 -12%
JIP
231
Jaffetilchin Investment Partners
Florida
$204K +$187K +9,603 +622%
LSIA
232
LaSalle St. Investment Advisors
Illinois
$204K +$217K +11,164 New
Corient Private Wealth
233
Corient Private Wealth
Florida
$202K -$46.6K -2,401 -18%
UCFA
234
United Capital Financial Advisors
Texas
$202K
BEI
235
Benjamin Edwards Inc
Missouri
$200K
IC
236
IEQ Capital
California
$199K +$7.29K +375 +4%
BAM
237
Belpointe Asset Management
Nevada
$196K -$1.98K -102 -1%
GL
238
GHE LLC
Tennessee
$193K +$204K +10,500 New
JHCP
239
Jackson Hole Capital Partners
Oklahoma
$191K +$203K +10,432 New
IWA
240
Icon Wealth Advisors
Texas
$189K
GWP
241
Gateway Wealth Partners
Wisconsin
$189K -$14.5K -745 -7%
KCPT
242
Kingstone Capital Partners Texas
Texas
$187K +$198K +10,179 New
BCM
243
Brookstone Capital Management
Illinois
$186K +$197K +10,157 New
WCM
244
Winebrenner Capital Management
Kentucky
$186K +$197K +10,146 New
FCA
245
FLC Capital Advisors
California
$186K +$197K +10,131 New
Carson Wealth (CWM LLC)
246
Carson Wealth (CWM LLC)
Nebraska
$184K -$189K -9,742 -49%
CWA
247
Consilium Wealth Advisory
Texas
$183K
CAS
248
Coppell Advisory Solutions
Texas
$181K -$49.6K -2,552 -21%
AWM
249
AllSquare Wealth Management
New York
$177K
CWP
250
Concord Wealth Partners
Virginia
$173K +$6.35K +327 +4%