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PIMCO Dynamic Income Fund
PDI

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
301
Medallion Wealth Advisors
Connecticut
$96.3K +$14.6K +797 +17%
EWA
302
EverSource Wealth Advisors
Alabama
$88.5K – – –
CIA
303
Cape Investment Advisory
Georgia
$86.1K +$89.2K +4,860 New
GWM
304
Gilpin Wealth Management
Colorado
$85.4K +$88.5K +4,823 New
AUB
305
Atlantic Union Bankshares
Virginia
$81.9K – – –
SAG
306
SageView Advisory Group
California
$73.8K +$76.5K +4,168 New
WOSD
307
WFA of San Diego
California
$69.1K +$13.8K +753 +24%
SWM
308
SHP Wealth Management
Massachusetts
$64.1K +$66.4K +3,619 New
DJSG
309
D.J. St. Germain
Massachusetts
$64K – – –
BWL
310
Bogart Wealth LLC
Virginia
$59.4K – – –
SG
311
Sankala Group
Colorado
$55.3K +$56.4K +3,074 New
ACM
312
Anfield Capital Management
California
$53.7K – – –
EB
313
Eastern Bank
Massachusetts
$53.1K – – –
NWM
314
Nova Wealth Management
Florida
$51.2K -$51.3K -2,797 -49%
HNB
315
Huntington National Bank
Ohio
$48.3K – – –
LI
316
LRI Investments
Florida
$38.9K – – –
RWM
317
Raffa Wealth Management
District of Columbia
$38.2K – – –
HWA
318
HHM Wealth Advisors
Tennessee
$37.5K – – –
SAM
319
Smartleaf Asset Management
Massachusetts
$36.3K – – –
RIL
320
Rothschild Investment LLC
Illinois
$35.4K – – –
WPWM
321
Western Pacific Wealth Management
Illinois
$35.4K – – –
HWA
322
Heritage Wealth Advisors
Virginia
$35.4K +$36.7K +2,000 New
KFAS
323
Keating Financial Advisory Services
Kansas
$33.2K +$34.4K +1,875 New
MFT
324
Moisand Fitzgerald Tamayo
Florida
$32.6K – – –
BTI
325
Blue Trust Inc
Georgia
$32.5K +$8K +436 +31%
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13
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