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PIMCO Dynamic Income Fund
PDI

Name Holding Trade Value Shares
Change 		Change in
Stake
WB
326
Webster Bank
Connecticut
$25.8K – – –
AP
327
Aspect Partners
Virginia
$23.5K -$25.8K -1,406 -51%
EPAM
328
Evelyn Partners Asset Management
$22.9K – – –
RFP
329
Root Financial Partners
California
$19.7K +$8.81K +480 +76%
CTB
330
Country Trust Bank
Illinois
$17.7K – – –
WAG
331
Wilkerson Advisory Group
Missouri
$17K +$17.6K +961 New
NSIM
332
North Star Investment Management
Illinois
$15.9K – – –
FHA
333
Flagship Harbor Advisors
Massachusetts
$15.8K +$16.4K +894 New
CFS
334
Compass Financial Services
Iowa
$14.8K – – –
WA
335
Walsh & Associates
Florida
$10.1K +$10.4K +569 New
SWP
336
Strategic Wealth Partners
Ohio
$9.39K – – –
DF
337
Dunhill Financial
United Kingdom
$9.03K – – –
IWM
338
Inlight Wealth Management
Georgia
$7.97K – – –
SL
339
Salomon & Ludwin
Virginia
$6.35K – – –
MSFP
340
Mark Sheptoff Financial Planning
Connecticut
$5.31K – – –
GCM
341
Gables Capital Management
Florida
$4.87K – – –
MCA
342
McGuire Capital Advisors
Oklahoma
$4.57K +$4.73K +258 New
AW
343
Avion Wealth
Texas
$4K +$165 +9 +3%
RBC
344
Roble Belko & Company
Pennsylvania
$4K +$4.13K +225 New
DWM
345
Darwin Wealth Management
Florida
$3.26K – – –
HWP
346
Highline Wealth Partners
California
$1.77K – – –
PA
347
Parallel Advisors
California
$1.67K – – –
GWM
348
Greenline Wealth Management
Florida
$1.47K +$1.52K +83 New
GWS
349
Greykasell Wealth Strategies
California
$1.42K +$1.47K +80 New
HIW
350
Holos Integrated Wealth
Pennsylvania
$1.16K +$37 +2 +3%
12 13
14
15 16