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PIMCO Dynamic Income Fund
PDI

Name Holding Trade Value Shares
Change 		Change in
Stake
CMP
326
Coston McIsaac & Partners
Maine
$30K +$716 +39 +2%
WB
327
Webster Bank
Connecticut
$25.8K – – –
AP
328
Aspect Partners
Virginia
$23.5K -$25.8K -1,406 -51%
EPAM
329
Evelyn Partners Asset Management
$22.9K – – –
RFP
330
Root Financial Partners
California
$19.7K +$8.81K +480 +76%
CTB
331
Country Trust Bank
Illinois
$17.7K – – –
WAG
332
Wilkerson Advisory Group
Missouri
$17K +$17.6K +961 New
NSIM
333
North Star Investment Management
Illinois
$15.9K – – –
FHA
334
Flagship Harbor Advisors
Massachusetts
$15.8K +$16.4K +894 New
CFS
335
Compass Financial Services
Iowa
$14.8K – – –
WA
336
Walsh & Associates
Florida
$10.1K +$10.4K +569 New
SWP
337
Strategic Wealth Partners
Ohio
$9.39K – – –
DF
338
Dunhill Financial
United Kingdom
$9.03K – – –
IWM
339
Inlight Wealth Management
Georgia
$7.97K – – –
SL
340
Salomon & Ludwin
Virginia
$6.35K – – –
MSFP
341
Mark Sheptoff Financial Planning
Connecticut
$5.31K – – –
GCM
342
Gables Capital Management
Florida
$4.87K – – –
MCA
343
McGuire Capital Advisors
Oklahoma
$4.57K +$4.73K +258 New
AW
344
Avion Wealth
Texas
$4K +$165 +9 +3%
RBC
345
Roble Belko & Company
Pennsylvania
$4K +$4.13K +225 New
DWM
346
Darwin Wealth Management
Florida
$3.26K – – –
HWP
347
Highline Wealth Partners
California
$1.77K – – –
PA
348
Parallel Advisors
California
$1.67K – – –
GWM
349
Greenline Wealth Management
Florida
$1.47K +$1.52K +83 New
GWS
350
Greykasell Wealth Strategies
California
$1.42K +$1.47K +80 New
12 13
14
15 16