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PIMCO Dynamic Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SL
251
Salomon & Ludwin
Virginia
$6.08K
ECM
252
Estabrook Capital Management
New York
$5.87K
SWC
253
Spectrum Wealth Counsel
Indiana
$5.38K +$5.16K +300 New
JP Morgan Chase
254
JP Morgan Chase
New York
$5.22K -$634K -36,869 -99%
RFG
255
REAP Financial Group
Texas
$4.83K +$4.63K +269 New
PFA
256
Pathway Financial Advisers
Indiana
$4.58K +$172 +10 +4%
W
257
WealthCollab
Washington
$1.96K +$1.88K +109 New
FCA
258
FinTrust Capital Advisors
South Carolina
$754 +$722 +42 New
KFI
259
Key Financial Inc
Pennsylvania
$592
Fidelity Investments
260
Fidelity Investments
Massachusetts
$36 -$138 -8 -80%
AF
261
Allworth Financial
California
$19
DAS
262
Dynamic Advisor Solutions
Arizona
-$1.74M -100,656 Closed
PI
263
PFG Investments
New York
-$1.08M -62,421 Closed
SW
264
SteelPeak Wealth
California
-$994K -56,737 Closed
DWT
265
Dorsey & Whitney Trust
South Dakota
-$489K -28,273 Closed
HWM
266
HB Wealth Management
Georgia
-$432K -25,000 Closed
AWM
267
Axxcess Wealth Management
California
-$383K -22,185 Closed
BHPW
268
Beverly Hills Private Wealth
California
-$327K -18,904 Closed
SG
269
StoneX Group
New York
-$298K -17,108 Closed
KWA
270
Kellett Wealth Advisors
Ohio
-$283K -16,394 Closed
CA
271
Calton & Associates
Florida
-$249K -14,385 Closed
CF
272
Convergence Financial
Missouri
-$231K -13,357 Closed
AAS
273
Ameritas Advisory Services
Nebraska
-$211K -13,159 Closed
CA
274
Claro Advisors
Massachusetts
-$198K -11,443 Closed
OFG
275
OmniStar Financial Group
North Carolina
-$188K -10,882 Closed