We are live on ! Find out more
PDI icon

PIMCO Dynamic Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MA
276
Mezzasalma Advisors
New Jersey
$196K -$24K -1,331 -10%
CF
277
Convergence Financial
Missouri
$195K +$205K +11,405 New
CWP
278
Concord Wealth Partners
Virginia
$194K +$7.67K +426 +4%
FWP
279
Firethorn Wealth Partners
Georgia
$193K +$7.26K +403 +4%
CIA
280
Capital Investment Advisors
Georgia
$190K -$5.28K -293 -3%
LIM
281
Leavell Investment Management
Alabama
$186K +$193K +10,710 New
AC
282
Attessa Capital
Arizona
$184K +$194K +10,782 New
FWWM
283
Fiscal Wisdom Wealth Management
Connecticut
$179K +$189K +10,486 New
FA
284
Financial Alternatives
California
$179K
BlackRock
285
BlackRock
New York
$179K -$54K -3,000 -22%
SWM
286
SeaCrest Wealth Management
New York
$178K
LFG
287
Larson Financial Group
Missouri
$177K +$59K +3,276 +46%
PIA
288
Perennial Investment Advisors
California
$175K +$184K +10,236 New
OA
289
Oxbow Advisors
Texas
$172K
AAS
290
Ameritas Advisory Services
Nebraska
$172K
LSC
291
Logan Stone Capital
Illinois
$172K -$21.8M -1,210,568 -99%
WB
292
WesBanco Bank
West Virginia
$172K
LAM
293
Lifestyle Asset Management
Texas
$171K -$37.8K -2,102 -17%
CWA
294
Consilium Wealth Advisory
Texas
$171K
LWL
295
Leo Wealth LLC
Texas
$171K +$180K +10,000 New
GCM
296
Gunpowder Capital Management
Maryland
$140K
SIS
297
Sound Income Strategies
Florida
$131K +$2.18K +121 +2%
CF
298
Centaurus Financial
California
$130K -$1.22K -68 -0.9%
GWM
299
Gilpin Wealth Management
Colorado
$120K +$39.3K +2,183 +45%
GSEP
300
Golden State Equity Partners
California
$120K +$126K +6,996 New