We are live on ! Find out more
PDI icon

PIMCO Dynamic Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
76
Avondale Wealth Management
Texas
$77K – – –
BWL
77
Bogart Wealth LLC
Virginia
$75K – – –
CAC
78
Certified Advisory Corp
Florida
$70K +$14.8K +488 +27%
EWM
79
Edge Wealth Management
New York
$67K – – –
US Bancorp
80
US Bancorp
Minnesota
$56K – – –
RWM
81
Raffa Wealth Management
District of Columbia
$54.7K – – –
BFEC
82
Benjamin F. Edwards & Company
Missouri
$54K -$12.1K -400 -19%
PGWM
83
Parisi Gray Wealth Management
New Jersey
$47K +$46.1K +1,526 New
APA
84
American Portfolios Advisors
New York
$43.2K +$30 +1 +0.1%
FMP
85
Financial Management Professionals
Texas
$43K +$42.2K +1,397 New
FDCDDQ
86
Federation des caisses Desjardins du Quebec
Quebec, Canada
$40.1K – – –
CPIG
87
Chicago Partners Investment Group
Illinois
$37K +$786 +26 +2%
CB
88
Community Bank
New York
$35K – – –
NSIM
89
North Star Investment Management
Illinois
$31K – – –
WB
90
Webster Bank
Connecticut
$23K -$128K -4,250 -85%
ACM
91
AUA Capital Management
Pennsylvania
$22K – – –
SEI Investments
92
SEI Investments
Pennsylvania
$15K -$36.8K -1,218 -71%
CC
93
Claybrook Capital
Massachusetts
$15K – – –
FWM
94
Focused Wealth Management
New York
$15K – – –
SWP
95
Stratos Wealth Partners
Ohio
$12K – – –
Northern Trust
96
Northern Trust
Illinois
$10K – – –
WEC
97
Winslow Evans & Crocker
Massachusetts
$4.63K – – –
ASN
98
Advisory Services Network
Georgia
$4K – – –
SHJ
99
Sharkey, Howes & Javer
Colorado
$4K – – –
GWM
100
Geneos Wealth Management
Colorado
$4K +$4.84K +160 New