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PIMCO Dynamic Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
JHCP
226
Jackson Hole Capital Partners
Oklahoma
$258K +$50.6K +2,600 +25%
BPA
227
Beacon Pointe Advisors
California
$253K +$721 +37 +0.3%
NI
228
Natural Investments
California
$253K -$4.15K -213 -2%
Corient Private Wealth
229
Corient Private Wealth
Florida
$252K +$32.5K +1,670 +15%
WA
230
Whipplewood Advisors
Colorado
$250K -$231K -11,837 -100%
SSC
231
Syverson Strege & Co
Iowa
$248K +$7.19K +369 +3%
GWM
232
Geneos Wealth Management
Colorado
$244K -$9.64K -495 -4%
CTB
233
Country Trust Bank
Illinois
$243K
IFWM
234
Institute for Wealth Management
Colorado
$241K +$237K +12,155 New
SL
235
Summitry LLC
California
$238K
ASN
236
Advisory Services Network
Georgia
$236K -$39.2K -2,015 -14%
CIA
237
Capital Investment Advisors
Georgia
$235K
LMKC
238
L.M. Kohn & Company
Ohio
$233K -$2.34K -120 -1%
VWA
239
Visionary Wealth Advisors
Illinois
$230K +$1.09K +56 +0.5%
TA
240
TPG Advisors
Illinois
$227K
SWM
241
SeaCrest Wealth Management
New York
$227K -$13.2K -680 -6%
MGAM
242
McGowan Group Asset Management
Texas
$225K +$221K +11,367 New
LAM
243
Lewis Asset Management
California
$224K +$221K +11,323 New
KPWS
244
Kestra Private Wealth Services
Texas
$224K -$38.3K -1,967 -15%
KCPT
245
Kingstone Capital Partners Texas
Texas
$222K +$20.1K +1,034 +10%
NS
246
NBC Securities
Alabama
$221K +$218K +11,198 +101,800%
JIP
247
Jaffetilchin Investment Partners
Florida
$216K -$4.85K -249 -2%
AWA
248
Arkadios Wealth Advisors
Georgia
$215K +$212K +10,872 New
Pathstone Holdings
249
Pathstone Holdings
New Jersey
$215K +$210K +10,777 New
GWP
250
Gateway Wealth Partners
Wisconsin
$213K +$8.98K +461 +4%