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PIMCO Dynamic Income Fund
PDI

Name Holding Trade Value Shares
Change 		Change in
Stake
BAAM
276
Baker Avenue Asset Management
California
$197K -$138K -7,535 -40%
AF
277
Allworth Financial
California
$197K +$55.7K +3,038 +38%
CWP
278
Concord Wealth Partners
Virginia
$194K +$3.25K +177 +2%
FWP
279
Firethorn Wealth Partners
Georgia
$193K +$6.88K +375 +4%
CA
280
CWC Advisors
Oregon
$192K – – –
AWA
281
Adapt Wealth Advisors
Georgia
$192K +$199K +10,830 New
SWM
282
SeaCrest Wealth Management
New York
$188K -$234K -12,750 -55%
FA
283
Financial Alternatives
California
$185K -$63.1K -3,437 -25%
BPA
284
Beacon Pointe Advisors
California
$184K -$296K -16,136 -61%
NS
285
NBC Securities
Alabama
$180K -$24.6K -1,338 -12%
OA
286
Oxbow Advisors
Texas
$178K +$185K +10,075 New
AAS
287
Ameritas Advisory Services
Nebraska
$178K -$18.4K -1,000 -9%
WB
288
WesBanco Bank
West Virginia
$178K +$184K +10,029 New
CWA
289
Consilium Wealth Advisory
Texas
$177K – – –
GCM
290
Gunpowder Capital Management
Maryland
$145K +$150K +8,177 New
CF
291
Centaurus Financial
California
$136K -$15K -816 -10%
SIS
292
Sound Income Strategies
Florida
$135K +$39.6K +2,158 +41%
LFG
293
Larson Financial Group
Missouri
$126K +$275 +15 +0.2%
FDCDDQ
294
Federation des caisses Desjardins du Quebec
Quebec, Canada
$122K -$11K -600 -8%
SS
295
Sunbelt Securities
Texas
$120K -$9.91K -540 -7%
GSWM
296
Golden State Wealth Management
California
$111K +$3.49K +190 +3%
VR
297
Vision Retirement
New Jersey
$109K +$113K +6,177 New
GWSA
298
Global Wealth Strategies & Associates
Colorado
$99.7K -$62K -3,381 -38%
FIA
299
FNY Investment Advisers
New York
$99K – – –
MWA
300
Medallion Wealth Advisors
Connecticut
$96.3K +$14.6K +797 +17%
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12
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