We are live on ! Find out more
PDI icon

PIMCO Dynamic Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
GCP
51
Gill Capital Partners
Colorado
$2.91M -$324K -16,668 -10%
USCWA
52
U.S. Capital Wealth Advisors
Texas
$2.62M -$101K -5,199 -4%
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$2.61M +$371K +19,107 +16%
Thrivent Financial for Lutherans
54
Thrivent Financial for Lutherans
Minnesota
$2.55M -$424K -21,837 -14%
MG
55
Marex Group
$2.5M +$2.64M +136,137 New
RA
56
RFG Advisory
Alabama
$2.41M +$288K +14,837 +13%
MAM
57
Morse Asset Management
Connecticut
$2.38M +$772K +39,765 +44%
PA
58
PFG Advisors
Arizona
$2.37M +$1.77M +91,248 +242%
Stifel Financial
59
Stifel Financial
Missouri
$2.35M +$498K +25,655 +25%
ACMG
60
Anchor Capital Management Group
California
$2.28M +$2.41M +124,300 New
BRWA
61
B. Riley Wealth Advisors
Florida
$2.26M -$312K -16,064 -12%
ECM
62
Evergreen Capital Management
Washington
$2.26M -$105K -5,414 -4%
TVAMP
63
Tennessee Valley Asset Management Partners
Tennessee
$2.2M +$136K +7,004 +6%
WA
64
Wealthstar Advisors
Texas
$2.08M +$2.2M +113,293 New
KAS
65
Kestra Advisory Services
Texas
$1.98M +$303K +15,607 +17%
JWCA
66
J.W. Cole Advisors
Florida
$1.91M +$282K +14,530 +16%
DWM
67
Drive Wealth Management
Utah
$1.86M +$309K +15,896 +19%
AFP
68
Ausdal Financial Partners
Iowa
$1.8M +$19.2K +987 +1%
MWM
69
MorganRosel Wealth Management
Colorado
$1.76M +$137K +7,077 +8%
NA
70
NewEdge Advisors
Louisiana
$1.74M -$126K -6,486 -6%
DWAM
71
Duncan Williams Asset Management
Tennessee
$1.73M +$125K +6,440 +7%
ALC
72
Alexander Labrunerie & Co
Missouri
$1.71M +$89.4K +4,603 +5%
VVP
73
Venture Visionary Partners
Ohio
$1.69M +$233 +12 +0%
MGWM
74
Marks Group Wealth Management
Minnesota
$1.65M
FPW
75
Flagship Private Wealth
Massachusetts
$1.65M +$164K +8,419 +10%