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PIMCO Dynamic Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
RWFS
126
Rayburn West Financial Services
Tennessee
$951K +$35.7K +2,100 +4%
MFG
127
Merit Financial Group
Georgia
$890K -$86.8K -5,108 -9%
HIA
128
Harbor Investment Advisory
Maryland
$887K
CWM
129
Connecticut Wealth Management
Connecticut
$882K +$897K +52,792 New
OWA
130
Outlook Wealth Advisors
Texas
$880K +$119 +7 +0%
HKAM
131
Horizon Kinetics Asset Management
New York
$852K -$7.48K -440 -0.9%
FA
132
Fiduciary Alliance
South Carolina
$840K +$56.8K +3,340 +7%
TCM
133
Traynor Capital Management
Pennsylvania
$837K +$505K +29,685 +145%
CA
134
CoreCap Advisors
Michigan
$835K -$22.6K -1,328 -3%
PFS
135
Prospera Financial Services
Texas
$833K -$53.3K -3,138 -6%
FHC
136
First Heartland Consultants
Missouri
$818K +$81.8K +4,812 +11%
WEG
137
World Equity Group
Illinois
$816K +$181K +10,638 +28%
VAM
138
Verity Asset Management
North Carolina
$814K +$52.5K +3,090 +7%
PPW
139
Pasadena Private Wealth
California
$805K +$820K +48,212 New
FIA
140
Foundations Investment Advisors
Arizona
$805K +$528K +31,036 +181%
Creative Planning
141
Creative Planning
Kansas
$800K +$410K +24,122 +101%
RFA
142
Resurgent Financial Advisors
Georgia
$797K +$56.7K +3,337 +8%
GFG
143
Goldstone Financial Group
Illinois
$788K -$16.6K -977 -2%
IC
144
IEQ Capital
California
$782K -$443K -26,043 -36%
M1FG
145
Mach-1 Financial Group
Arkansas
$777K -$35.3K -2,074 -4%
MWM
146
Maridea Wealth Management
New York
$766K +$348K +20,444 +80%
GSIAS
147
Garden State Investment Advisory Services
New Jersey
$766K +$17 +1 +0%
SEIA
148
Signature Estate & Investment Advisors
California
$761K +$1.58K +93 +0.2%
AI
149
Accredited Investors
Minnesota
$760K +$16.2K +952 +2%
ASG
150
Advisory Solutions Group
Minnesota
$759K +$773K +45,459 New