We are live on ! Find out more
PDI icon

PIMCO Dynamic Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WAP
26
Wealthcare Advisory Partners
Pennsylvania
$6.27M +$217K +11,334 +4%
HighTower Advisors
27
HighTower Advisors
Illinois
$5.85M +$867K +45,250 +19%
MHFA
28
Mission Hills Financial Advisory
California
$5.84M +$5.69M +297,018 New
AWM
29
AE Wealth Management
Kansas
$5.23M -$26.3K -1,372 -0.5%
AAS
30
Avantax Advisory Services
Texas
$5.19M +$2.24M +116,965 +84%
RJA
31
Raymond James & Associates
Florida
$4.89M -$3.56M -185,829 -43%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$4.68M +$3.82M +199,567 +641%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$4.29M +$192K +10,008 +5%
BCI
34
Brinker Capital Investments
Pennsylvania
$4.19M -$102K -5,325 -3%
OPS
35
Orion Portfolio Solutions
Nebraska
$4.19M -$102K -5,325 -3%
BWG
36
Beta Wealth Group
California
$4.17M +$106K +5,528 +3%
MIC
37
Means Investment Company
Maine
$4.07M +$87.2K +4,551 +2%
PS
38
Principal Securities
Iowa
$3.99M +$188K +9,814 +5%
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$3.72M -$161K -8,416 -4%
BCA
40
Bay Colony Advisors
Massachusetts
$3.67M +$9.81K +512 +0.3%
GCP
41
Gill Capital Partners
Colorado
$3.55M -$27K -1,411 -0.8%
Wells Fargo
42
Wells Fargo
California
$3.42M +$110K +5,765 +4%
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$3.37M -$771K -40,239 -19%
Thrivent Financial for Lutherans
44
Thrivent Financial for Lutherans
Minnesota
$3.26M +$96.7K +5,045 +3%
QHA
45
Quarry Hill Advisors
Minnesota
$3.12M +$73.3K +3,827 +3%
USCWA
46
U.S. Capital Wealth Advisors
Texas
$3M +$28.7K +1,500 +1%
BRWA
47
B. Riley Wealth Advisors
Florida
$2.83M -$369K -19,277 -12%
B
48
Bensler
Washington
$2.64M +$729K +38,030 +41%
ECM
49
Evergreen Capital Management
Washington
$2.61M -$53.9K -2,810 -2%
CAM
50
Cresset Asset Management
Illinois
$2.59M +$229K +11,962 +10%