We are live on ! Find out more
PDI icon

PIMCO Dynamic Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
76
Comerica Bank
Texas
$219K
IFWM
77
Institute for Wealth Management
Colorado
$217K +$213K +6,754 New
LA
78
LVW Advisors
New York
$208K +$205K +6,490 New
APA
79
American Portfolios Advisors
New York
$172K +$44.4K +1,406 +36%
OIA
80
OneDigital Investment Advisors
Kansas
$167K +$883 +28 +0.5%
QCIG
81
Quad-Cities Investment Group
Iowa
$148K +$70.3K +2,227 +93%
CFB
82
Cullen/Frost Bankers
Texas
$128K +$126K +4,000 New
PFGIA
83
Patriot Financial Group Insurance Agency
Massachusetts
$117K +$115K +3,654 New
RCAG
84
Rehmann Capital Advisory Group
Michigan
$117K +$2.52K +80 +2%
RWM
85
Raffa Wealth Management
District of Columbia
$114K
BEI
86
Benjamin Edwards Inc
Missouri
$108K +$106K +3,365 New
BAM
87
Belpointe Asset Management
Nevada
$107K +$105K +3,341 New
PWM
88
PRW Wealth Management
Massachusetts
$95K +$93.8K +2,972 New
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$90K -$3.98K -126 -4%
ST
90
Smithfield Trust
Pennsylvania
$90K
GWM
91
Geneos Wealth Management
Colorado
$84K +$28.4K +900 +52%
AWM
92
Avondale Wealth Management
Texas
$80K
HCM
93
Hilton Capital Management
New York
$77K -$76.2K -2,415 Closed
US Bancorp
94
US Bancorp
Minnesota
$66K -$47.3K -1,500 -42%
LGWM
95
Litman Gregory Wealth Management
California
$64K
PCG
96
Private Capital Group
Connecticut
$58K +$57K +1,808 New
BFEC
97
Benjamin F. Edwards & Company
Missouri
$56K
SWP
98
Strategic Wealth Partners
Ohio
$46K -$19.9K -631 -31%
TNBTD
99
Trustmark National Bank Trust Department
Mississippi
$43K
FWM
100
Focused Wealth Management
New York
$42K