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PIMCO Dynamic Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
TCM
101
Triumph Capital Management
Colorado
$1.29M +$45.4K +2,341 +4%
DWAM
102
Duncan Williams Asset Management
Tennessee
$1.28M -$686K -35,374 -35%
SIA
103
Soltis Investment Advisors
Utah
$1.25M +$1.22M +63,118 New
MA
104
Mezzasalma Advisors
New Jersey
$1.24M +$903K +46,563 +288%
Northwestern Mutual Wealth Management
105
Northwestern Mutual Wealth Management
Wisconsin
$1.24M +$449K +23,166 +59%
SA
106
Sanctuary Advisors
Indiana
$1.22M +$22.5K +1,160 +2%
MA
107
MAS Advisors
Florida
$1.2M +$236K +12,155 +25%
Truist Financial
108
Truist Financial
North Carolina
$1.17M +$71.3K +3,676 +7%
HAG
109
HF Advisory Group
Maryland
$1.11M +$24.6K +1,271 +2%
OWA
110
Outlook Wealth Advisors
Texas
$1.1M +$25.8K +1,332 +2%
Brown Advisory
111
Brown Advisory
Maryland
$1.09M
TWM
112
Tradition Wealth Management
Minnesota
$1.07M +$28.3K +1,459 +3%
HKAM
113
Horizon Kinetics Asset Management
New York
$1.06M -$630K -32,468 -38%
CA
114
CoreCap Advisors
Michigan
$1.05M +$56.8K +2,929 +6%
SWA
115
Stratos Wealth Advisors
Ohio
$1.02M -$7.53K -388 -0.7%
HIA
116
Harbor Investment Advisory
Maryland
$1.02M -$16.6K -856 -2%
HIP
117
HUB Investment Partners
Texas
$1.01M +$97.5K +5,025 +11%
CL
118
Choreo LLC
Illinois
$1M
SIC
119
Samalin Investment Counsel
New York
$999K +$39.8K +2,052 +4%
AG
120
AmeriFlex Group
Nevada
$995K +$419K +21,617 +76%
IWC
121
Integrated Wealth Concepts
Massachusetts
$954K +$531K +27,364 +132%
SC
122
Savant Capital
Illinois
$945K
GFG
123
Goldstone Financial Group
Illinois
$942K +$23.6K +1,217 +3%
IC
124
IEQ Capital
California
$934K +$686K +35,397 +301%
GSIAS
125
Garden State Investment Advisory Services
New Jersey
$908K +$19 +1 +0%