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PIMCO Dynamic Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SL
251
Summitry LLC
California
$238K
MYIA
252
Mount Yale Investment Advisors
Colorado
$237K +$230K +11,841 New
VWA
253
Visionary Wealth Advisors
Illinois
$235K +$601 +31 +0.3%
LAM
254
Lifestyle Asset Management
Texas
$235K +$230K +11,856 New
CIA
255
Capital Investment Advisors
Georgia
$233K -$1.92K -99 -0.8%
NAS
256
NWF Advisory Services
California
$232K +$6.44K +332 +3%
OPWM
257
Oxinas Partners Wealth Management
Indiana
$231K -$3.67K -189 -2%
NS
258
NBC Securities
Alabama
$228K +$2.95K +152 +1%
IWA
259
Integrity Wealth Advisors
California
$221K +$221K +11,400 New
AAS
260
Ameritas Advisory Services
Nebraska
$219K -$14.7K -759 -6%
US Bancorp
261
US Bancorp
Minnesota
$217K -$839K -43,254 -80%
LIM
262
Leavell Investment Management
Alabama
$216K +$209K +10,800 New
TA
263
TPG Advisors
Illinois
$215K
CA
264
CWC Advisors
Oregon
$215K +$210K +10,838 New
CW
265
CreativeOne Wealth
Kansas
$214K -$80.7K -4,159 -28%
CWP
266
Concord Wealth Partners
Virginia
$213K +$9.83K +507 +5%
NI
267
Natural Investments
California
$209K -$47.9K -2,472 -19%
FWP
268
Firethorn Wealth Partners
Georgia
$208K +$6.83K +352 +3%
CGH
269
Crossmark Global Holdings
Texas
$208K +$3.63K +187 +2%
JSW
270
Journey Strategic Wealth
New Jersey
$204K -$38.8K -2,000 -16%
EW
271
Evoke Wealth
California
$204K +$198K +10,233 New
FCA
272
FLC Capital Advisors
California
$201K
CWA
273
Consilium Wealth Advisory
Texas
$198K
IWA
274
Icon Wealth Advisors
Texas
$194K -$10.2K -524 -5%
GP
275
Gridiron Partners
Pennsylvania
$185K +$65.5M +3,379,138 New