We are live on ! Find out more
PDI icon

PIMCO Dynamic Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
76
Spreng Capital Management
Ohio
$340K +$346K +10,486 New
5L
77
55I LLC
Massachusetts
$331K -$68.5K -2,078 -17%
RIA
78
Regal Investment Advisors
Michigan
$331K +$9.9K +300 +3%
RWB
79
RMR Wealth Builders
New Jersey
$288K +$293K +8,872 New
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
$278K +$35.3K +1,070 +14%
MAFM
81
Mid Atlantic Financial Management
Pennsylvania
$263K -$92.4K -2,800 -26%
KOMWMG
82
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$260K +$264K +8,011 New
CSPIA
83
Cary Street Partners Investment Advisory
Virginia
$252K +$256K +7,760 New
CFGS
84
Concourse Financial Group Securities
Alabama
$249K +$231K +7,007 +1,114%
AAS
85
Avantax Advisory Services
Texas
$249K +$251K +7,624 New
Citadel Advisors
86
Citadel Advisors
Florida
$242K +$246K +7,461 New
AWM
87
Affinity Wealth Management
Delaware
$240K
ACP
88
Aviance Capital Partners
Florida
$236K -$791K -23,994 -77%
I2I
89
Insight 2811 Inc
Illinois
$229K +$232K +7,044 New
GLA
90
Good Life Advisors
Pennsylvania
$228K
SCP
91
Shorepoint Capital Partners
Massachusetts
$227K -$66K -2,000 -22%
Comerica Bank
92
Comerica Bank
Texas
$225K
SCA
93
Snowden Capital Advisors
New York
$216K +$6.96K +211 +3%
FIA
94
FNY Investment Advisers
New York
$215K +$202K +6,130 +1,188%
HIA
95
Harbor Investment Advisory
Maryland
$202K +$206K +6,240 New
FFN
96
Focus Financial Network
Minnesota
$202K +$1.06K +32 +0.5%
FWM
97
FSA Wealth Management
Massachusetts
$149K +$151K +4,590 New
SWM
98
Sugarloaf Wealth Management
Georgia
$138K +$140K +4,245 New
GWM
99
Geneos Wealth Management
Colorado
$120K
PFGIA
100
Patriot Financial Group Insurance Agency
Massachusetts
$119K