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PIMCO Dynamic Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CFM
351
Compass Financial Management
Florida
$12.9K +$13.6K +801 New
WA
352
Walsh & Associates
Florida
$9.5K – – –
SWP
353
Strategic Wealth Partners
Ohio
$8.85K – – –
WA
354
Whipplewood Advisors
Colorado
$8.35K -$256K -15,090 -97%
KFI
355
Key Financial Inc
Pennsylvania
$8.35K +$7.94K +467 +1,415%
HPC
356
HM Payson & Co
Maine
$7.93K +$8.07K +475 New
SIC
357
Salem Investment Counselors
North Carolina
$7.62K +$4.67K +275 +157%
Jones Financial Companies
358
Jones Financial Companies
Missouri
$6.63K -$24.6K -1,446 -78%
SL
359
Salomon & Ludwin
Virginia
$5.88K – – –
SFCL
360
Strengthening Families & Communities LLC
Massachusetts
$5.71K +$5.81K +342 New
FDCDDQ
361
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.01K -$42.3K -2,486 -89%
GCM
362
Gables Capital Management
Florida
$4.59K – – –
MCA
363
McGuire Capital Advisors
Oklahoma
$4.31K – – –
BIAS
364
Beacon Investment Advisory Services
New Jersey
$4.23K +$4.3K +253 New
BSB
365
Bangor Savings Bank
Maine
$4.17K +$4.25K +250 New
SC
366
Swan Capital
Florida
$3.71K – – –
RBC
367
Roble Belko & Company
Pennsylvania
$3K – – –
AIM
368
Axiom Investment Management
New York
$2.72K – – –
CAL
369
Capital Analysts LLC
Pennsylvania
$2K +$34 +2 +2%
HWP
370
Highline Wealth Partners
California
$1.67K – – –
LFA
371
LGT Financial Advisors
Texas
$1.57K – – –
JWA
372
JFS Wealth Advisors
Pennsylvania
$1.51K +$1.51K +89 New
MI
373
Markowski Investments
Florida
$1.35K +$1.38K +81 New
GWS
374
Greykasell Wealth Strategies
California
$1.34K – – –
HIW
375
Holos Integrated Wealth
Pennsylvania
$1.17K +$51 +3 +4%