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PIMCO Dynamic Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
DI
226
Disciplined Investments
Oklahoma
$266K
KWM
227
Kingsview Wealth Management
Oregon
$265K -$50.2K -2,697 -16%
BWM
228
BCS Wealth Management
Tennessee
$264K
FA
229
Financial Alternatives
California
$263K
SCA
230
Snowden Capital Advisors
New York
$259K +$1.21K +65 +0.5%
AIP
231
Almanack Investment Partners
Pennsylvania
$253K
CTB
232
Country Trust Bank
Illinois
$252K +$18.6K +1,000 +8%
NI
233
Natural Investments
California
$247K +$4.72K +254 +2%
SSC
234
Syverson Strege & Co
Iowa
$245K +$7.18K +386 +3%
BPA
235
Beacon Pointe Advisors
California
$243K +$707 +38 +0.3%
EAM
236
Evanson Asset Management
California
$242K +$238K +12,767 New
KCPT
237
Kingstone Capital Partners Texas
Texas
$242K +$28.6K +1,537 +14%
Balyasny Asset Management
238
Balyasny Asset Management
Illinois
$240K +$235K +12,658 New
ASN
239
Advisory Services Network
Georgia
$237K +$8.13K +437 +4%
JSW
240
Journey Strategic Wealth
New Jersey
$234K +$229K +12,326 New
IFWM
241
Institute for Wealth Management
Colorado
$232K +$930 +50 +0.4%
Corient Private Wealth
242
Corient Private Wealth
Florida
$229K -$12K -643 -5%
SL
243
Summitry LLC
California
$228K
CIA
244
Capital Investment Advisors
Georgia
$225K
OPWM
245
Oxinas Partners Wealth Management
Indiana
$225K +$220K +11,846 New
VWA
246
Visionary Wealth Advisors
Illinois
$225K +$4.63K +249 +2%
AAS
247
Ameritas Advisory Services
Nebraska
$224K -$160K -8,576 -42%
LMKC
248
L.M. Kohn & Company
Ohio
$224K
IC
249
IEQ Capital
California
$223K -$9.61M -516,600 -98%
LWA
250
Lantern Wealth Advisors
New York
$222K +$217K +11,688 New