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PIMCO Dynamic Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
HWA
326
HHM Wealth Advisors
Tennessee
$36.3K
KFAS
327
Keating Financial Advisory Services
Kansas
$34.4K +$2.41K +134 +7%
HWA
328
Heritage Wealth Advisors
Virginia
$34.2K
RIL
329
Rothschild Investment LLC
Illinois
$34.2K
WPWM
330
Western Pacific Wealth Management
Illinois
$34.2K
IWS
331
Intentional Wealth Strategies
Colorado
$34.2K +$36K +1,998 New
HFS
332
Hantz Financial Services
Michigan
$34K +$36K +2,000 New
SAM
333
Smartleaf Asset Management
Massachusetts
$33.9K
MFT
334
Moisand Fitzgerald Tamayo
Florida
$31.5K
Jones Financial Companies
335
Jones Financial Companies
Missouri
$30.5K +$33.2K +1,846 New
SS
336
Sunbelt Securities
Texas
$27.4K -$92.9K -5,162 -76%
AP
337
Aspect Partners
Virginia
$23.6K +$918 +51 +4%
PP
338
PFS Partners
New Jersey
$23.5K +$24.8K +1,375 New
EPAM
339
Evelyn Partners Asset Management
$22.1K
BTI
340
Blue Trust Inc
Georgia
$21.7K -$10.2K -564 -31%
CMP
341
Coston McIsaac & Partners
Maine
$19K -$10.3K -570 -33%
FMP
342
Financial Management Professionals
Texas
$18.3K +$19K +1,054 New
CTB
343
Country Trust Bank
Illinois
$17.1K
WAG
344
Wilkerson Advisory Group
Missouri
$17K +$630 +35 +4%
NSIM
345
North Star Investment Management
Illinois
$15.4K
RFP
346
Root Financial Partners
California
$13.7K -$5.58K -310 -28%
AssetMark Inc
347
AssetMark Inc
California
$12.4K +$13.1K +725 New
SWM
348
SHP Wealth Management
Massachusetts
$11K -$53.6K -2,975 -82%
WA
349
Walsh & Associates
Florida
$9.74K
SWP
350
Strategic Wealth Partners
Ohio
$9.07K