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PIMCO Dynamic Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$1.98M +$631K +22,505 +43%
SWP
27
Stratos Wealth Partners
Ohio
$1.93M +$115K +4,083 +6%
WA
28
Wealthstar Advisors
Texas
$1.88M +$135K +4,820 +7%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$1.66M -$52.8K -1,882 -3%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$1.63M +$321K +11,458 +23%
Wells Fargo
31
Wells Fargo
California
$1.59M +$18.9K +673 +1%
IWP
32
Icon Wealth Partners
Texas
$1.58M -$5.33K -190 -0.3%
HighTower Advisors
33
HighTower Advisors
Illinois
$1.58M +$91K +3,244 +6%
BWG
34
Beta Wealth Group
California
$1.52M +$61.6K +2,197 +4%
ATPW
35
Ashton Thomas Private Wealth
Arizona
$1.47M -$19.8K -705 -1%
KAS
36
Kestra Advisory Services
Texas
$1.41M +$1.07M +38,284 +261%
Stifel Financial
37
Stifel Financial
Missouri
$1.32M +$129K +4,599 +10%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$1.27M +$62.9K +2,240 +5%
MAFM
39
Mid Atlantic Financial Management
Pennsylvania
$1.15M +$239K +8,503 +25%
SAM
40
Secure Asset Management
Michigan
$1.1M -$572K -20,390 -33%
RJA
41
Raymond James & Associates
Florida
$1.08M +$52.3K +1,864 +5%
IFG
42
Independent Financial Group
California
$1.08M +$95.4K +3,400 +9%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$1.05M +$40.5K +1,443 +4%
PMG
44
ProVise Management Group
Florida
$1.03M -$198K -7,048 -15%
SWM
45
Spire Wealth Management
Virginia
$998K +$250K +8,921 +31%
DADC
46
D.A. Davidson & Co
Montana
$994K -$78.7K -2,806 -7%
PA
47
Paragon Advisors
Texas
$973K -$224K -7,989 -18%
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$966K +$304K +10,834 +42%
USCWA
49
U.S. Capital Wealth Advisors
Texas
$959K +$1.01M +36,171 New
FFA
50
First Foundation Advisors
California
$888K -$51.9K -1,850 -5%