We are live on ! Find out more
PDI icon

PIMCO Dynamic Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LCM
26
Landscape Capital Management
New Jersey
$1.84M +$2.49M +83,176 New
SPC
27
Sigma Planning Corp
Michigan
$1.77M +$353K +11,793 +17%
PGWM
28
Parisi Gray Wealth Management
New Jersey
$1.7M -$25.7K -858 -1%
CAN
29
Cetera Advisor Networks
California
$1.69M -$679K -22,651 -23%
IWP
30
Icon Wealth Partners
Texas
$1.31M -$55.2K -1,843 -3%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$1.27M +$402K +13,427 +30%
SFS
32
Sowell Financial Services
Arkansas
$1.27M +$494K +16,488 +40%
WAP
33
Wealthcare Advisory Partners
Pennsylvania
$1.25M +$349K +11,658 +26%
HighTower Advisors
34
HighTower Advisors
Illinois
$1.19M -$141K -4,697 -8%
PMG
35
ProVise Management Group
Florida
$1.12M -$1.38K -46 -0.1%
FM
36
Family Management
New York
$1.11M +$1.51M +50,263 New
WWM
37
Western Wealth Management
Colorado
$1.09M -$30K -1,000 -2%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$1.07M +$257K +8,574 +21%
OC
39
Oppenheimer & Co
New York
$1.02M -$13.4K -448 -1%
WA
40
Wealthstar Advisors
Texas
$1.01M +$1.38M +46,029 New
MML Investors Services
41
MML Investors Services
Massachusetts
$954K +$195K +6,522 +18%
Citigroup
42
Citigroup
New York
$943K +$75.2K +2,508 +6%
NFG
43
Next Financial Group
Texas
$857K +$78K +2,604 +7%
SWP
44
Stratos Wealth Partners
Ohio
$848K +$787K +26,259 +216%
LNC
45
Lincoln National Corp
Pennsylvania
$817K -$235K -7,842 -17%
MCP
46
Mirador Capital Partners
California
$804K +$176K +5,888 +21%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$800K +$161K +5,386 +17%
UCFA
48
United Capital Financial Advisors
Texas
$727K -$243K -8,106 -20%
Truist Financial
49
Truist Financial
North Carolina
$678K -$19.6K -654 -2%
OWA
50
Outlook Wealth Advisors
Texas
$667K +$905K +30,185 New