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PIMCO Dynamic Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
351
Strategic Wealth Partners
Ohio
$9.07K – – –
BHWM
352
Beaird Harris Wealth Management
Texas
$6.19K +$6.52K +362 New
SL
353
Salomon & Ludwin
Virginia
$6.13K – – –
AAM
354
Advisors Asset Management
Colorado
$6.01K +$6.32K +351 New
MSFP
355
Mark Sheptoff Financial Planning
Connecticut
$5.26K – – –
PIS
356
POM Investment Strategies
North Carolina
$4.77K +$5.02K +279 New
GCM
357
Gables Capital Management
Florida
$4.71K – – –
MCA
358
McGuire Capital Advisors
Oklahoma
$4.41K – – –
AW
359
Avion Wealth
Texas
$4K +$198 +11 +4%
SC
360
Swan Capital
Florida
$3.8K +$4K +222 New
RBC
361
Roble Belko & Company
Pennsylvania
$3K -$450 -25 -11%
SIC
362
Salem Investment Counselors
North Carolina
$3K +$3.15K +175 New
AIM
363
Axiom Investment Management
New York
$2.79K +$2.94K +163 New
CAL
364
Capital Analysts LLC
Pennsylvania
$2K +$1.66K +92 New
HWP
365
Highline Wealth Partners
California
$1.71K – – –
LFA
366
LGT Financial Advisors
Texas
$1.61K +$1.69K +94 New
PA
367
Parallel Advisors
California
$1.61K – – –
S
368
SignatureFD
Georgia
$1.45K +$1.53K +85 New
GWS
369
Greykasell Wealth Strategies
California
$1.37K – – –
HIW
370
Holos Integrated Wealth
Pennsylvania
$1.16K +$36 +2 +3%
RFA
371
Reyes Financial Architecture
California
$688 +$720 +40 New
KFI
372
Key Financial Inc
Pennsylvania
$565 – – –
MPWT
373
MassMutual Private Wealth & Trust
Connecticut
$68 – – –
BNP Paribas Financial Markets
374
BNP Paribas Financial Markets
France
$17 – – –
RCM
375
Rivernorth Capital Management
Florida
– -$50M -2,821,448 Closed