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PIMCO Dynamic Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
226
Geneos Wealth Management
Colorado
$299K +$86.2K +4,443 +42%
IAG
227
Investmark Advisory Group
Connecticut
$298K +$1.61K +83 +0.6%
TSS
228
Two Sigma Securities
New York
$297K -$48.8K -2,516 -14%
CPIG
229
Chicago Partners Investment Group
Illinois
$293K -$32.7K -1,688 -9%
KCPT
230
Kingstone Capital Partners Texas
Texas
$287K +$33.9K +1,747 +14%
CFG
231
Certior Financial Group
Pennsylvania
$287K +$281K +14,473 New
DI
232
Disciplined Investments
Oklahoma
$279K +$1.76K +91 +0.7%
BWM
233
BCS Wealth Management
Tennessee
$275K
FA
234
Financial Alternatives
California
$275K
SCA
235
Snowden Capital Advisors
New York
$271K +$1.38K +71 +0.5%
KWA
236
Kingswood Wealth Advisors
California
$270K +$264K +13,630 New
SWM
237
Spire Wealth Management
Virginia
$268K -$51.2K -2,640 -16%
UCFA
238
United Capital Financial Advisors
Texas
$265K +$259K +13,365 New
AIP
239
Almanack Investment Partners
Pennsylvania
$264K
KWM
240
Kingsview Wealth Management
Oregon
$263K -$13.1K -677 -5%
SSC
241
Syverson Strege & Co
Iowa
$263K +$7.66K +395 +3%
WCM
242
Winebrenner Capital Management
Kentucky
$262K +$44.6K +2,300 +21%
HA
243
Herold Advisors
New York
$261K +$31.8K +1,640 +14%
ASN
244
Advisory Services Network
Georgia
$260K +$15.3K +790 +6%
YWM
245
Yukon Wealth Management
Kansas
$257K +$45.2K +2,331 +22%
GAA
246
Global Assets Advisory
Florida
$252K +$47.5K +2,451 +24%
AWA
247
Arkadios Wealth Advisors
Georgia
$245K +$17.9K +923 +8%
AWM
248
Axxcess Wealth Management
California
$243K -$78.9K -4,068 -25%
IFWM
249
Institute for Wealth Management
Colorado
$243K +$1.01K +52 +0.4%
Corient Private Wealth
250
Corient Private Wealth
Florida
$239K -$175 -9 -0.1%