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PIMCO Dynamic Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
NAS
226
NWF Advisory Services
California
$264K -$96.3K -4,944 -27%
JHCP
227
Jackson Hole Capital Partners
Oklahoma
$258K +$50.6K +2,600 +25%
BPA
228
Beacon Pointe Advisors
California
$253K +$721 +37 +0.3%
NI
229
Natural Investments
California
$253K -$4.15K -213 -2%
Corient Private Wealth
230
Corient Private Wealth
Florida
$252K +$32.5K +1,670 +15%
WA
231
Whipplewood Advisors
Colorado
$250K -$231K -11,837 -100%
SSC
232
Syverson Strege & Co
Iowa
$248K +$7.19K +369 +3%
GWM
233
Geneos Wealth Management
Colorado
$244K -$9.64K -495 -4%
CTB
234
Country Trust Bank
Illinois
$243K – – –
IFWM
235
Institute for Wealth Management
Colorado
$241K +$237K +12,155 New
SL
236
Summitry LLC
California
$238K – – –
ASN
237
Advisory Services Network
Georgia
$236K -$39.2K -2,015 -14%
CIA
238
Capital Investment Advisors
Georgia
$235K – – –
LMKC
239
L.M. Kohn & Company
Ohio
$233K -$2.34K -120 -1%
VWA
240
Visionary Wealth Advisors
Illinois
$230K +$1.09K +56 +0.5%
TA
241
TPG Advisors
Illinois
$227K – – –
SWM
242
SeaCrest Wealth Management
New York
$227K -$13.2K -680 -6%
MGAM
243
McGowan Group Asset Management
Texas
$225K +$221K +11,367 New
LAM
244
Lewis Asset Management
California
$224K +$221K +11,323 New
KPWS
245
Kestra Private Wealth Services
Texas
$224K -$38.3K -1,967 -15%
KCPT
246
Kingstone Capital Partners Texas
Texas
$222K +$20.1K +1,034 +10%
NS
247
NBC Securities
Alabama
$221K +$218K +11,198 +101,800%
JIP
248
Jaffetilchin Investment Partners
Florida
$216K -$4.85K -249 -2%
AWA
249
Arkadios Wealth Advisors
Georgia
$215K +$212K +10,872 New
Pathstone Holdings
250
Pathstone Holdings
New Jersey
$215K +$210K +10,777 New