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PIMCO Dynamic Income Fund
PDI

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
276
Coldstream Capital Management
Washington
$99K +$97.4K +5,000 New
MWA
277
Medallion Wealth Advisors
Connecticut
$81.5K +$25.9K +1,329 +48%
SS
278
Sunbelt Securities
Texas
$78.1K +$28.5K +1,464 +59%
PA
279
PSI Advisors
Florida
$66.8K +$3.41K +175 +5%
BWL
280
Bogart Wealth LLC
Virginia
$66.4K – – –
WIM
281
Westside Investment Management
California
$65.5K – – –
ACM
282
Anfield Capital Management
California
$60.1K – – –
LC
283
Lindbrook Capital
California
$59.4K – – –
RIL
284
Rothschild Investment LLC
Illinois
$59.4K – – –
DJSG
285
D.J. St. Germain
Massachusetts
$47.9K +$8.16K +419 +21%
RWM
286
Raffa Wealth Management
District of Columbia
$42.7K – – –
HWA
287
HHM Wealth Advisors
Tennessee
$42K – – –
EWA
288
EQ Wealth Advisors
Texas
$41.1K +$40.5K +2,077 New
SAM
289
Smartleaf Asset Management
Massachusetts
$40.3K – – –
CMP
290
Coston McIsaac & Partners
Maine
$40K -$954 -49 -2%
WPWM
291
Western Pacific Wealth Management
Illinois
$39.6K +$39K +2,000 New
MFT
292
Moisand Fitzgerald Tamayo
Florida
$36.4K -$85.1K -4,371 -70%
WB
293
Webster Bank
Connecticut
$28.9K – – –
SC
294
Swan Capital
Florida
$25.7K – – –
EPAM
295
Evelyn Partners Asset Management
$25.6K – – –
BTI
296
Blue Trust Inc
Georgia
$21.7K -$10.3K -527 -33%
NSIM
297
North Star Investment Management
Illinois
$17.8K +$17.5K +900 New
LI
298
LRI Investments
Florida
$17.6K – – –
CFS
299
Compass Financial Services
Iowa
$16.5K – – –
TSMHT
300
Thurston Springer Miller Herd & Titak
Indiana
$15.4K – – –
10 11
12
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