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PIMCO Dynamic Income Fund
PDI

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
251
Spire Wealth Management
Virginia
$247K -$44.6K -2,622 -15%
UCFA
252
United Capital Financial Advisors
Texas
$243K -$5.1K -300 -2%
SFC
253
Strategic Financial Concepts
Texas
$243K -$23.8K -1,400 -9%
CA
254
CWC Advisors
Oregon
$243K – – –
KWA
255
Kingswood Wealth Advisors
California
$242K +$3.93K +231 +2%
RIA
256
Regal Investment Advisors
Michigan
$241K +$19K +1,120 +8%
TCM
257
Triumph Capital Management
Colorado
$240K +$15.4K +907 +7%
SSC
258
Syverson Strege & Co
Iowa
$240K +$8.19K +482 +3%
DADC
259
D.A. Davidson & Co
Montana
$240K -$35.3K -2,075 -13%
IAG
260
Investmark Advisory Group
Connecticut
$236K +$1.8K +106 +0.8%
BFM
261
Boothbay Fund Management
New York
$236K +$241K +14,149 New
LFAS
262
Level Four Advisory Services
Texas
$234K +$238K +14,026 New
EWA
263
EP Wealth Advisors
California
$234K +$36.7K +2,157 +18%
MYIA
264
Mount Yale Investment Advisors
Colorado
$233K +$26.3K +1,545 +13%
BWM
265
BCS Wealth Management
Tennessee
$232K – – –
VAS
266
Vestmark Advisory Solutions
Massachusetts
$231K +$26.3K +1,546 +13%
BHPW
267
Beverly Hills Private Wealth
California
$231K -$37.8K -2,225 -14%
PFGIA
268
Patriot Financial Group Insurance Agency
Massachusetts
$230K -$319K -18,795 -58%
SCP
269
Silverleafe Capital Partners
Tennessee
$228K +$22.4K +1,317 +11%
GI
270
Gradient Investments
Minnesota
$223K +$227K +13,363 New
AIP
271
Almanack Investment Partners
Pennsylvania
$223K – – –
WB
272
WesBanco Bank
West Virginia
$223K +$56.1K +3,300 +33%
TWM
273
TopTier Wealth Management
Wisconsin
$217K -$68K -4,000 -24%
AAM
274
Advisors Asset Management
Colorado
$214K +$211K +12,439 +3,544%
GS
275
GWN Securities
Florida
$211K – – –
9 10
11
12 13