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PIMCO Dynamic Income Fund
PDI

Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
301
Parkside Financial Bank & Trust
Missouri
$59.4K +$58.2K +3,000 New
AP
302
Aspect Partners
Virginia
$54.1K +$53K +2,734 New
HNB
303
Huntington National Bank
Ohio
$54.1K – – –
LI
304
LRI Investments
Florida
$43.5K +$25.4K +1,308 +147%
RWM
305
Raffa Wealth Management
District of Columbia
$42.7K – – –
HWA
306
HHM Wealth Advisors
Tennessee
$42K – – –
SAM
307
Smartleaf Asset Management
Massachusetts
$40.3K – – –
RIL
308
Rothschild Investment LLC
Illinois
$39.6K -$19.4K -1,000 -33%
WPWM
309
Western Pacific Wealth Management
Illinois
$39.6K – – –
MFT
310
Moisand Fitzgerald Tamayo
Florida
$36.4K – – –
CMP
311
Coston McIsaac & Partners
Maine
$33K -$7.14K -368 -18%
WB
312
Webster Bank
Connecticut
$28.9K – – –
BTI
313
Blue Trust Inc
Georgia
$27.6K +$5.06K +261 +23%
EPAM
314
Evelyn Partners Asset Management
$25.6K – – –
CTB
315
Country Trust Bank
Illinois
$19.8K -$238K -12,277 -92%
NSIM
316
North Star Investment Management
Illinois
$17.8K – – –
CFS
317
Compass Financial Services
Iowa
$16.5K – – –
RFP
318
Root Financial Partners
California
$12.5K +$12.2K +630 New
HFS
319
Hantz Financial Services
Michigan
$11K +$10.7K +550 New
SWP
320
Strategic Wealth Partners
Ohio
$10.5K +$10.3K +530 New
DF
321
Dunhill Financial
United Kingdom
$10.1K -$9.89K -510 Closed
IWM
322
Inlight Wealth Management
Georgia
$8.91K – – –
SL
323
Salomon & Ludwin
Virginia
$6.99K – – –
POIA
324
Pin Oak Investment Advisors
Texas
$6.09K – – –
SIC
325
Salem Investment Counselors
North Carolina
$6.01K – – –
11 12
13
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