We are live on ! Find out more
PDI icon

PIMCO Dynamic Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CCC
101
Crescent Capital Consulting
Louisiana
$182K +$176K +6,889 New
Bessemer Group
102
Bessemer Group
New Jersey
$178K +$173K +6,745 New
GWM
103
Geneos Wealth Management
Colorado
$176K -$1.28K -50 -0.8%
ASN
104
Advisory Services Network
Georgia
$143K
HIA
105
Harbor Investment Advisory
Maryland
$130K -$8.71K -340 -6%
FWM
106
FSA Wealth Management
Massachusetts
$121K +$118K +4,590 New
BEI
107
Benjamin Edwards Inc
Missouri
$118K
SWM
108
Sugarloaf Wealth Management
Georgia
$116K +$1.08K +42 +1%
JFGIW
109
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$96K
Carson Wealth (CWM LLC)
110
Carson Wealth (CWM LLC)
Nebraska
$90K
AWA
111
Arkadios Wealth Advisors
Georgia
$82K +$79.8K +3,114 New
ST
112
Smithfield Trust
Pennsylvania
$74K
PWM
113
Perigon Wealth Management
California
$74K +$71.7K +2,800 New
BFEC
114
Benjamin F. Edwards & Company
Missouri
$68K -$30K -1,173 -31%
FIA
115
FNY Investment Advisers
New York
$64K +$62.8K +2,451 New
US Bancorp
116
US Bancorp
Minnesota
$61K
UMC
117
United Maritime Capital
New York
$54K +$51.9K +2,025 New
LGWM
118
Litman Gregory Wealth Management
California
$53K
SIC
119
Salem Investment Counselors
North Carolina
$53K +$51.2K +2,000 New
RWM
120
Raffa Wealth Management
District of Columbia
$46.9K
AWG
121
Altus Wealth Group
Colorado
$44K +$42.8K +1,670 New
PFGIA
122
Patriot Financial Group Insurance Agency
Massachusetts
$40K
Rockefeller Capital Management
123
Rockefeller Capital Management
New York
$39K
AF
124
Advisornet Financial
Minnesota
$34K -$23.7K -926 -42%
FWM
125
Focused Wealth Management
New York
$34K