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PIMCO Dynamic Income Fund
PDI

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
326
Raffa Wealth Management
District of Columbia
$36K – – –
KFAS
327
Keating Financial Advisory Services
Kansas
$34.9K +$1.39K +82 +4%
SAM
328
Smartleaf Asset Management
Massachusetts
$34K – – –
HWA
329
Heritage Wealth Advisors
Virginia
$33.4K – – –
RIL
330
Rothschild Investment LLC
Illinois
$33.4K – – –
DAM
331
Delta Asset Management
Tennessee
$31K +$31.5K +1,855 New
MFT
332
Moisand Fitzgerald Tamayo
Florida
$30.7K – – –
APW
333
Allied Private Wealth
Florida
$29.6K +$30.1K +1,773 New
SWM
334
SHP Wealth Management
Massachusetts
$29.4K +$19K +1,118 +174%
HWA
335
HHM Wealth Advisors
Tennessee
$28.4K -$7.14K -420 -20%
CT
336
Caldwell Trust
Florida
$27.2K +$27.6K +1,626 New
AP
337
Aspect Partners
Virginia
$24K +$969 +57 +4%
MSFP
338
Mark Sheptoff Financial Planning
Connecticut
$23.4K +$18.7K +1,100 +367%
PP
339
PFS Partners
New Jersey
$23K – – –
BTI
340
Blue Trust Inc
Georgia
$22K +$884 +52 +4%
EP
341
Evelyn Partners
$21.6K +$21.9K +1,291 New
MAS
342
MPWM Advisory Solutions
Georgia
$20.9K +$21.2K +1,250 New
CMP
343
Coston McIsaac & Partners
Maine
$19K +$68 +4 +0.3%
FMP
344
Financial Management Professionals
Texas
$18.5K +$697 +41 +4%
WAG
345
Wilkerson Advisory Group
Missouri
$17.3K +$646 +38 +4%
CTB
346
Country Trust Bank
Illinois
$16.7K – – –
LF
347
LifeSteps Financial
California
$16.7K +$17K +1,000 New
CIA
348
Cape Investment Advisory
Georgia
$16.1K +$16.4K +962 New
NSIM
349
North Star Investment Management
Illinois
$15K – – –
AW
350
Avion Wealth
Texas
$15K +$10.4K +611 +212%
12 13
14
15 16