We are live on ! Find out more
PDI icon

PIMCO Dynamic Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
TSMHT
301
Thurston Springer Miller Herd & Titak
Indiana
$15.4K – – –
EB
302
Eastern Bank
Massachusetts
$14.9K – – –
GBA
303
Garrison Bradford & Associates
New York
$14.6K +$14.3K +736 New
AF
304
Allworth Financial
California
$11.1K +$409 +21 +4%
NB
305
NBT Bank
New York
$9.64K – – –
CVM
306
Cheviot Value Management
California
$9.43K +$9.74K +500 New
IWM
307
Inlight Wealth Management
Georgia
$8.91K +$8.76K +450 New
FMP
308
Financial Management Professionals
Texas
$8.51K – – –
SL
309
Salomon & Ludwin
Virginia
$6.97K – – –
FFO
310
Fortitude Family Office
Arizona
$6.47K – – –
SWC
311
Spectrum Wealth Counsel
Indiana
$5.94K – – –
BHWM
312
Beaird Harris Wealth Management
Texas
$5.94K +$5.84K +300 New
AW
313
Avion Wealth
Texas
$4K – – –
Fifth Third Bancorp
314
Fifth Third Bancorp
Ohio
$3.46K – – –
DWM
315
Darwin Wealth Management
Florida
$3.37K – – –
AssetMark Inc
316
AssetMark Inc
California
$3.03K +$2.98K +153 New
HIW
317
Holos Integrated Wealth
Pennsylvania
$1.15K +$39 +2 +4%
KFI
318
Key Financial Inc
Pennsylvania
$653 – – –
CHC
319
City Holding Co
West Virginia
$494 – – –
MPWT
320
MassMutual Private Wealth & Trust
Connecticut
$79 +$78 +4 New
CCM
321
Consolidated Capital Management
California
– -$12.6M -687,796 Closed
Susquehanna International Group
322
Susquehanna International Group
Pennsylvania
– -$4.13M -224,919 Closed
MG
323
Marex Group
– -$2.5M -136,137 Closed
RAM
324
Readystate Asset Management
Illinois
– -$1.48M -80,738 Closed
HF
325
HRT Financial
New York
– -$1.33M -72,705 Closed