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PIMCO Dynamic Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
326
Raffa Wealth Management
District of Columbia
$36.9K – – –
HWA
327
HHM Wealth Advisors
Tennessee
$36.3K – – –
KFAS
328
Keating Financial Advisory Services
Kansas
$34.4K +$2.41K +134 +7%
HWA
329
Heritage Wealth Advisors
Virginia
$34.2K – – –
RIL
330
Rothschild Investment LLC
Illinois
$34.2K – – –
WPWM
331
Western Pacific Wealth Management
Illinois
$34.2K – – –
IWS
332
Intentional Wealth Strategies
Colorado
$34.2K +$36K +1,998 New
HFS
333
Hantz Financial Services
Michigan
$34K +$36K +2,000 New
SAM
334
Smartleaf Asset Management
Massachusetts
$33.9K – – –
MFT
335
Moisand Fitzgerald Tamayo
Florida
$31.5K – – –
Jones Financial Companies
336
Jones Financial Companies
Missouri
$30.5K +$33.2K +1,846 New
SS
337
Sunbelt Securities
Texas
$27.4K -$92.9K -5,162 -76%
AP
338
Aspect Partners
Virginia
$23.6K +$918 +51 +4%
PP
339
PFS Partners
New Jersey
$23.5K +$24.8K +1,375 New
EPAM
340
Evelyn Partners Asset Management
$22.1K – – –
BTI
341
Blue Trust Inc
Georgia
$21.7K -$10.2K -564 -31%
CMP
342
Coston McIsaac & Partners
Maine
$19K -$10.3K -570 -33%
FMP
343
Financial Management Professionals
Texas
$18.3K +$19K +1,054 New
CTB
344
Country Trust Bank
Illinois
$17.1K – – –
WAG
345
Wilkerson Advisory Group
Missouri
$17K +$630 +35 +4%
NSIM
346
North Star Investment Management
Illinois
$15.4K – – –
RFP
347
Root Financial Partners
California
$13.7K -$5.58K -310 -28%
AssetMark Inc
348
AssetMark Inc
California
$12.4K +$13.1K +725 New
SWM
349
SHP Wealth Management
Massachusetts
$11K -$53.6K -2,975 -82%
WA
350
Walsh & Associates
Florida
$9.74K – – –