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PIMCO Dynamic Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SF
51
Synovus Financial
Georgia
$619K +$36.8K +1,155 +6%
CAC
52
Certified Advisory Corp
Florida
$558K +$4.71K +148 +0.9%
BRWA
53
B. Riley Wealth Advisors
Florida
$550K +$223K +7,017 +71%
IFWM
54
Institute for Wealth Management
Colorado
$528K +$300K +9,408 +138%
MCP
55
Mirador Capital Partners
California
$524K +$513K +16,095 New
FAAS
56
First Allied Advisory Services
California
$484K -$32.6K -1,025 -6%
SWM
57
SeaCrest Wealth Management
New York
$484K +$8.15K +256 +2%
FFA
58
First Foundation Advisors
California
$482K
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$470K +$135K +4,253 +42%
CAN
60
Claraphi Advisory Network
United States
$467K +$12.2K +383 +3%
GRP
61
Global Retirement Partners
California
$458K +$9.14K +287 +2%
CF
62
Centaurus Financial
California
$456K -$27.3K -856 -6%
BIM
63
Baldwin Investment Management
Pennsylvania
$452K +$111K +3,500 +34%
Lido Advisors
64
Lido Advisors
California
$441K +$16K +501 +4%
5L
65
55I LLC
Massachusetts
$399K
GSWM
66
Golden State Wealth Management
California
$360K -$43.2K -1,355 -11%
NSAM
67
North Star Asset Management
Wisconsin
$358K
SC
68
Scotia Capital
Ontario, Canada
$358K +$12.2K +383 +4%
MAFM
69
Mid Atlantic Financial Management
Pennsylvania
$355K +$347K +10,900 New
RIA
70
Regal Investment Advisors
Michigan
$322K
SS
71
Sunbelt Securities
Texas
$321K +$314K +9,850 New
Creative Planning
72
Creative Planning
Kansas
$312K +$9.55K +300 +3%
SCP
73
Shorepoint Capital Partners
Massachusetts
$293K +$287K +9,000 New
FFS
74
Founders Financial Securities
Maryland
$287K +$281K +8,832 New
VAG
75
VisionPoint Advisory Group
Texas
$273K -$37.6K -1,180 -12%