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PIMCO Dynamic Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
RA
51
RFG Advisory
Alabama
$2.99M +$384K +19,706 +15%
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$2.94M -$260K -13,328 -8%
USCWA
53
U.S. Capital Wealth Advisors
Texas
$2.91M +$78K +4,003 +3%
MIC
54
Means Investment Company
Maine
$2.84M -$1.41M -72,637 -34%
Lido Advisors
55
Lido Advisors
California
$2.83M +$1.93M +98,879 +226%
PCIA
56
Prime Capital Investment Advisors
Kansas
$2.82M +$2.77M +142,302 New
MAM
57
Morse Asset Management
Connecticut
$2.79M +$218K +11,194 +9%
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$2.69M -$127K -6,540 -5%
KAS
59
Kestra Advisory Services
Texas
$2.69M +$538K +27,621 +26%
TVAMP
60
Tennessee Valley Asset Management Partners
Tennessee
$2.62M +$235K +12,071 +10%
Stifel Financial
61
Stifel Financial
Missouri
$2.62M +$82.1K +4,213 +3%
CAPTRUST Financial Advisors
62
CAPTRUST Financial Advisors
North Carolina
$2.49M -$1.17M -60,094 -32%
ACMG
63
Anchor Capital Management Group
California
$2.46M
DWM
64
Drive Wealth Management
Utah
$2.46M +$438K +22,480 +22%
MWM
65
MorganRosel Wealth Management
Colorado
$2.44M +$529K +27,166 +28%
AFP
66
Ausdal Financial Partners
Iowa
$2.43M +$480K +24,641 +25%
ECM
67
Evergreen Capital Management
Washington
$2.4M -$39.3K -2,020 -2%
NWMP
68
Noble Wealth Management PBC
Colorado
$2.28M -$1.42M -72,875 -39%
WA
69
Wealthstar Advisors
Texas
$2.24M -$4.34K -223 -0.2%
EH
70
Equitable Holdings
New York
$2.16M +$571K +29,314 +37%
FPW
71
Flagship Private Wealth
Massachusetts
$2.11M +$326K +16,757 +19%
CPRC
72
Consolidated Portfolio Review Corp
New York
$2.1M +$883K +45,357 +75%
ALC
73
Alexander Labrunerie & Co
Missouri
$2.07M +$224K +11,523 +12%
SAM
74
Smith Asset Management
Florida
$2.07M +$283K +14,545 +16%
DWAM
75
Duncan Williams Asset Management
Tennessee
$1.94M +$73.2K +3,759 +4%