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PIMCO Dynamic Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WWMSC
26
Wagner Wealth Management (South Carolina)
South Carolina
$4.8M +$891K +42,324 +21%
GCP
27
Gill Capital Partners
Colorado
$4.1M -$103K -4,873 -2%
BCI
28
Brinker Capital Investments
Pennsylvania
$4M +$27.3K +1,298 +0.6%
UCIG
29
Ulrich Consultants & Investment Group
New Mexico
$3.82M -$64.2K -3,050 -2%
ECM
30
Evergreen Capital Management
Washington
$3.54M -$200K -9,499 -5%
FFA
31
First Foundation Advisors
California
$3.47M -$743K -35,321 -16%
EH
32
Equitable Holdings
New York
$3.35M +$3M +142,761 +472%
USCWA
33
U.S. Capital Wealth Advisors
Texas
$3.17M +$353K +16,795 +11%
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$3.13M +$3.4M +161,778 New
CA
35
Cetera Advisors
Colorado
$3.11M +$1.31M +62,376 +64%
HKAM
36
Horizon Kinetics Asset Management
New York
$3M -$65.7K -3,120 -2%
GC
37
Guggenheim Capital
Illinois
$2.98M +$43.9K +2,084 +1%
SPC
38
Sigma Planning Corp
Michigan
$2.94M -$1.8M -85,451 -36%
BRWA
39
B. Riley Wealth Advisors
Florida
$2.92M +$2.27M +107,677 +252%
WWM
40
Western Wealth Management
Colorado
$2.86M +$954K +45,315 +44%
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$2.81M -$1.26M -59,833 -29%
MWM
42
MorganRosel Wealth Management
Colorado
$2.79M +$1.27M +60,129 +72%
MML Investors Services
43
MML Investors Services
Massachusetts
$2.56M +$241K +11,466 +10%
MIC
44
Means Investment Company
Maine
$2.46M +$935K +44,414 +54%
MFG
45
Merit Financial Group
Georgia
$2.41M -$775K -36,817 -23%
CAN
46
Cetera Advisor Networks
California
$2.35M -$38.8K -1,846 -1%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$2.33M +$208K +9,892 +9%
ACM
48
Anfield Capital Management
California
$2.26M -$8.9K -423 -0.4%
First Trust Advisors
49
First Trust Advisors
Illinois
$2.26M -$346K -16,421 -12%
HighTower Advisors
50
HighTower Advisors
Illinois
$2.23M +$104K +4,959 +5%