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PIMCO Dynamic Income Fund
PDI

Name Holding Trade Value Shares
Change 		Change in
Stake
KFAS
326
Keating Financial Advisory Services
Kansas
$34.9K +$1.39K +82 +4%
SAM
327
Smartleaf Asset Management
Massachusetts
$34K – – –
HWA
328
Heritage Wealth Advisors
Virginia
$33.4K – – –
RIL
329
Rothschild Investment LLC
Illinois
$33.4K – – –
DAM
330
Delta Asset Management
Tennessee
$31K +$31.5K +1,855 New
MFT
331
Moisand Fitzgerald Tamayo
Florida
$30.7K – – –
APW
332
Allied Private Wealth
Florida
$29.6K +$30.1K +1,773 New
SWM
333
SHP Wealth Management
Massachusetts
$29.4K +$19K +1,118 +174%
HWA
334
HHM Wealth Advisors
Tennessee
$28.4K -$7.14K -420 -20%
CT
335
Caldwell Trust
Florida
$27.2K +$27.6K +1,626 New
AP
336
Aspect Partners
Virginia
$24K +$969 +57 +4%
MSFP
337
Mark Sheptoff Financial Planning
Connecticut
$23.4K +$18.7K +1,100 +367%
PP
338
PFS Partners
New Jersey
$23K – – –
BTI
339
Blue Trust Inc
Georgia
$22K +$884 +52 +4%
EP
340
Evelyn Partners
$21.6K +$21.9K +1,291 New
MAS
341
MPWM Advisory Solutions
Georgia
$20.9K +$21.2K +1,250 New
CMP
342
Coston McIsaac & Partners
Maine
$19K +$68 +4 +0.3%
FMP
343
Financial Management Professionals
Texas
$18.5K +$697 +41 +4%
WAG
344
Wilkerson Advisory Group
Missouri
$17.3K +$646 +38 +4%
CTB
345
Country Trust Bank
Illinois
$16.7K – – –
LF
346
LifeSteps Financial
California
$16.7K +$17K +1,000 New
CIA
347
Cape Investment Advisory
Georgia
$16.1K +$16.4K +962 New
NSIM
348
North Star Investment Management
Illinois
$15K – – –
AW
349
Avion Wealth
Texas
$15K +$10.4K +611 +212%
CFM
350
Compass Financial Management
Florida
$12.9K +$13.6K +801 New
12 13
14
15 16