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PIMCO Dynamic Income Fund
PDI

Name Holding Trade Value Shares
Change 		Change in
Stake
GSEP
301
Golden State Equity Partners
California
$120K +$126K +6,996 New
WB
302
Webster Bank
Connecticut
$111K +$90K +5,000 +343%
VR
303
Vision Retirement
New Jersey
$102K -$4.09K -227 -4%
MWA
304
Medallion Wealth Advisors
Connecticut
$96.5K +$3.62K +201 +4%
GWSA
305
Global Wealth Strategies & Associates
Colorado
$96.3K – – –
FIA
306
FNY Investment Advisers
New York
$95K – – –
EWA
307
EverSource Wealth Advisors
Alabama
$85.5K – – –
AUB
308
Atlantic Union Bankshares
Virginia
$79.2K – – –
GIA
309
GHP Investment Advisors
Colorado
$77.5K +$81.6K +4,531 New
AAP
310
Arax Advisory Partners
Colorado
$76.6K -$424K -23,546 -84%
WOSD
311
WFA of San Diego
California
$67.6K +$900 +50 +1%
GSWM
312
Golden State Wealth Management
California
$63.3K -$46.2K -2,566 -41%
IA
313
IFG Advisory
Georgia
$62.9K -$2.19M -121,839 -97%
DJSG
314
D.J. St. Germain
Massachusetts
$61.9K – – –
FHC
315
First Horizon Corporation
Tennessee
$57.5K +$60.5K +3,360 New
BWL
316
Bogart Wealth LLC
Virginia
$57.4K – – –
HIC
317
Hamrick Investment Counsel
Washington
$52.6K +$54.7K +3,038 New
SG
318
Sankala Group
Colorado
$51.8K +$666 +37 +1%
NWM
319
Nova Wealth Management
Florida
$51.4K +$2.04K +113 +4%
EB
320
Eastern Bank
Massachusetts
$51.3K – – –
FDCDDQ
321
Federation des caisses Desjardins du Quebec
Quebec, Canada
$47.7K -$74K -4,109 -60%
HNB
322
Huntington National Bank
Ohio
$46.7K – – –
OCM
323
Osbon Capital Management
Massachusetts
$43.3K +$45.6K +2,531 New
ASN
324
Advisory Services Network
Georgia
$41.7K -$161K -8,937 -79%
LI
325
LRI Investments
Florida
$37.6K – – –
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