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PIMCO Dynamic Income Fund
PDI

Name Holding Trade Value Shares
Change 		Change in
Stake
SFC
251
Strategic Financial Concepts
Texas
$221K +$217K +11,650 New
HA
252
Herold Advisors
New York
$219K +$214K +11,523 New
XT
253
XTX Topco
Cayman Islands
$218K +$214K +11,515 New
SWM
254
SeaCrest Wealth Management
New York
$217K – – –
AWA
255
Arkadios Wealth Advisors
Georgia
$217K +$10.3K +555 +5%
NAS
256
NWF Advisory Services
California
$216K -$36.5K -1,962 -15%
NS
257
NBC Securities
Alabama
$215K +$2.77K +149 +1%
WCM
258
Winebrenner Capital Management
Kentucky
$208K +$14.9K +800 +8%
TA
259
TPG Advisors
Illinois
$206K -$11.8K -634 -6%
IWM
260
IHT Wealth Management
Illinois
$204K +$200K +10,764 New
YWM
261
Yukon Wealth Management
Kansas
$202K -$223K -12,011 -53%
GWM
262
Geneos Wealth Management
Colorado
$202K -$31.4K -1,690 -14%
SIMG
263
Sonora Investment Management Group
Arizona
$200K +$446 +24 +0.2%
GAA
264
Global Assets Advisory
Florida
$196K +$191K +10,277 New
IWA
265
Icon Wealth Advisors
Texas
$196K – – –
CGH
266
Crossmark Global Holdings
Texas
$195K – – –
CWP
267
Concord Wealth Partners
Virginia
$194K +$6.73K +362 +4%
CAMV
268
Concord Asset Management (Virginia)
Virginia
$194K +$191K +10,252 New
FWP
269
Firethorn Wealth Partners
Georgia
$193K +$189K +10,152 New
FCA
270
FLC Capital Advisors
California
$192K – – –
DWP
271
Daymark Wealth Partners
Ohio
$191K +$187K +10,053 New
CWA
272
Consilium Wealth Advisory
Texas
$190K – – –
GWSG
273
GPS Wealth Strategies Group
Colorado
$176K – – –
HCM
274
Hollencrest Capital Management
California
$169K – – –
CF
275
Centaurus Financial
California
$161K +$37 +2 +0%
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