We are live on ! Find out more
PDI icon

PIMCO Dynamic Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$587K +$89K +2,776 +18%
SF
52
Synovus Financial
Georgia
$574K +$153K +4,773 +36%
CAC
53
Certified Advisory Corp
Florida
$547K +$70.1K +2,188 +15%
FAAS
54
First Allied Advisory Services
California
$508K -$12.2K -381 -2%
CF
55
Centaurus Financial
California
$478K -$50.8K -1,586 -10%
FFA
56
First Foundation Advisors
California
$477K -$11.6K -363 -2%
SWM
57
SeaCrest Wealth Management
New York
$470K +$33.8K +1,055 +8%
CAN
58
Claraphi Advisory Network
United States
$449K +$23.1K +719 +5%
GRP
59
Global Retirement Partners
California
$444K +$9.04K +282 +2%
OFG
60
OTA Financial Group
New York
$423K +$422K +13,158 New
Lido Advisors
61
Lido Advisors
California
$419K
GSWM
62
Golden State Wealth Management
California
$399K +$3.11K +97 +0.8%
5L
63
55I LLC
Massachusetts
$394K
NSAM
64
North Star Asset Management
Wisconsin
$354K
EWM
65
Empirical Wealth Management
Washington
$350K +$349K +10,884 New
SC
66
Scotia Capital
Ontario, Canada
$342K +$14.3K +447 +4%
BIM
67
Baldwin Investment Management
Pennsylvania
$334K
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$328K +$673 +21 +0.2%
RIA
69
Regal Investment Advisors
Michigan
$319K
BRWA
70
B. Riley Wealth Advisors
Florida
$317K +$316K +9,859 New
VAG
71
VisionPoint Advisory Group
Texas
$306K +$72.1K +2,250 +31%
Creative Planning
72
Creative Planning
Kansas
$299K +$48.1K +1,500 +19%
SPIA
73
Steward Partners Investment Advisory
New York
$291K +$32.9K +1,026 +13%
CFGS
74
Concourse Financial Group Securities
Alabama
$252K -$3.98M -124,135 -94%
GLA
75
Good Life Advisors
Pennsylvania
$224K -$64 -2 -0%