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PIMCO Dynamic Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
OIA
226
OneDigital Investment Advisors
Kansas
$315K +$47.6K +2,596 +17%
CIA
227
Concurrent Investment Advisors
Florida
$314K -$19.7K -1,072 -6%
CFG
228
Certior Financial Group
Pennsylvania
$309K +$55K +3,000 +21%
RAM
229
Readystate Asset Management
Illinois
$307K +$318K +17,313 New
GL
230
GHE LLC
Tennessee
$305K
HCM
231
Hollencrest Capital Management
California
$303K +$151K +8,205 +92%
PFGIA
232
Patriot Financial Group Insurance Agency
Massachusetts
$302K +$789 +43 +0.3%
TWM
233
TopTier Wealth Management
Wisconsin
$301K +$312K +17,021 New
AWA
234
Arkadios Wealth Advisors
Georgia
$296K +$79.8K +4,350 +35%
DADC
235
D.A. Davidson & Co
Montana
$295K -$36.7K -1,998 -11%
BHPW
236
Beverly Hills Private Wealth
California
$295K -$26.6K -1,450 -8%
Pathstone Holdings
237
Pathstone Holdings
New Jersey
$295K +$305K +16,630 New
HA
238
Herold Advisors
New York
$294K +$63.5K +3,462 +26%
FWP
239
Flatrock Wealth Partners
California
$292K +$299K +16,298 New
GWP
240
Gateway Wealth Partners
Wisconsin
$288K -$15.5K -845 -5%
BEI
241
Benjamin Edwards Inc
Missouri
$283K -$46.5K -2,535 -14%
UAG
242
United Advisor Group
Ohio
$283K +$2.75K +150 +0.9%
MWM
243
Melfa Wealth Management
Massachusetts
$282K
AF
244
AtlasMark Financial
Texas
$281K +$292K +15,886 New
MWA
245
Merkkuri Wealth Advisors
New York
$281K
UCFA
246
United Capital Financial Advisors
Texas
$277K +$41.3K +2,251 +17%
WA
247
Whipplewood Advisors
Colorado
$271K
SWM
248
Spire Wealth Management
Virginia
$253K +$13.8K +750 +6%
KWA
249
Kingswood Wealth Advisors
California
$253K +$12K +656 +5%
KPWS
250
Kestra Private Wealth Services
Texas
$249K -$21.7K -1,181 -8%