We are live on ! Find out more
PDI icon

PIMCO Dynamic Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
101
Belpointe Asset Management
Nevada
$113K -$41.3K -1,252 -26%
BEI
102
Benjamin Edwards Inc
Missouri
$109K
ST
103
Smithfield Trust
Pennsylvania
$91K
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
$90K
AWA
105
Arkadios Wealth Advisors
Georgia
$85.2K +$84.6K +2,565 New
US Bancorp
106
US Bancorp
Minnesota
$75K
LGWM
107
Litman Gregory Wealth Management
California
$65K
RWM
108
Raffa Wealth Management
District of Columbia
$57.6K
BFEC
109
Benjamin F. Edwards & Company
Missouri
$57K
AIC
110
Ameritas Investment Company
Nebraska
$50K
ASN
111
Advisory Services Network
Georgia
$43K +$33.8K +1,026 +345%
FWM
112
Focused Wealth Management
New York
$42K
EWM
113
Edge Wealth Management
New York
$35K
FDCDDQ
114
Federation des caisses Desjardins du Quebec
Quebec, Canada
$32.4K
BWL
115
Bogart Wealth LLC
Virginia
$32K
NSIM
116
North Star Investment Management
Illinois
$32K
ACM
117
AUA Capital Management
Pennsylvania
$23K
VCP
118
Verus Capital Partners
Arizona
$23K +$23.3K +705 New
FMP
119
Financial Management Professionals
Texas
$15K
ADL
120
Asset Dedication LLC
California
$14K
Northern Trust
121
Northern Trust
Illinois
$11K
TRCT
122
Tower Research Capital (TRC)
New York
$11K +$11.2K +341 New
WEC
123
Winslow Evans & Crocker
Massachusetts
$6K
Fidelity Investments
124
Fidelity Investments
Massachusetts
$4K +$4.39K +133 +6,650%
WA
125
Wealthstar Advisors
Texas
-$1.44M -43,666 Closed