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PIMCO Dynamic Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SF
26
Summit Financial
New Jersey
$7.95M +$489K +27,187 +6%
AWM
27
Avior Wealth Management
Nebraska
$7.71M +$8.11M +450,684 New
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$7.69M +$1.2M +66,919 +17%
WAP
29
Wealthcare Advisory Partners
Pennsylvania
$7.49M +$466K +25,891 +6%
AllianceBernstein
30
AllianceBernstein
Tennessee
$7.15M -$39.6K -2,200 -0.5%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$6.82M +$5.51M +306,101 +330%
NA
32
NewEdge Advisors
Louisiana
$6.59M +$887K +49,238 +15%
VCP
33
Verus Capital Partners
Arizona
$6.51M +$2.39M +132,766 +54%
AWA
34
Arkadios Wealth Advisors
Georgia
$6.51M +$6.55M +363,664 +2,178%
DWP
35
Destiny Wealth Partners
Florida
$6.34M +$6.67M +370,610 New
WWMSC
36
Wagner Wealth Management (South Carolina)
South Carolina
$6.34M +$65.1K +3,614 +1%
LI
37
LifeWealth Investments
Florida
$6.32M +$614K +34,085 +10%
FFA
38
Farther Finance Advisors
California
$6.31M +$4.95M +275,100 +314%
KAS
39
Kestra Advisory Services
Texas
$6.28M +$217K +12,040 +3%
SAG
40
Sentinel Advisory Group
Wisconsin
$5.86M +$6.16M +342,272 New
AWM
41
AE Wealth Management
Kansas
$5.79M +$3.09M +171,586 +103%
AFA
42
Allium Financial Advisors
Oregon
$5.64M +$753K +41,810 +15%
BCI
43
Brinker Capital Investments
Pennsylvania
$5.41M +$510K +28,309 +10%
XT
44
XTX Topco
Cayman Islands
$4.93M +$128K +7,100 +3%
PS
45
Principal Securities
Iowa
$4.76M +$432K +23,987 +9%
HighTower Advisors
46
HighTower Advisors
Illinois
$4.7M -$168K -9,354 -3%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$4.26M +$3.02M +167,912 +207%
CIAS
48
Capital Investment Advisory Services
North Carolina
$4.26M +$784K +43,516 +21%
USCWA
49
U.S. Capital Wealth Advisors
Texas
$3.99M +$177K +9,851 +4%
BWG
50
Beta Wealth Group
California
$3.89M -$34.4K -1,909 -0.8%