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PIMCO Dynamic Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
126
Chicago Partners Investment Group
Illinois
$576K +$627K +24,018 New
SWM
127
Sugarloaf Wealth Management
Georgia
$573K +$486K +18,608 +529%
CAN
128
Claraphi Advisory Network
United States
$572K +$576K +22,060 New
FFS
129
Founders Financial Securities
Maryland
$553K +$558K +21,354 New
DWT
130
Dorsey & Whitney Trust
South Dakota
$546K +$551K +21,085 New
WIA
131
World Investment Advisors
California
$545K +$570K +21,822 New
LNC
132
Lincoln National Corp
Pennsylvania
$543K +$27K +1,035 +5%
RJT
133
Raymond James Trust
Florida
$543K +$548K +20,972 New
CFGS
134
Concourse Financial Group Securities
Alabama
$533K +$275K +10,514 +106%
IA
135
Insight Advisors
Pennsylvania
$528K +$532K +20,363 New
TCA
136
Transcend Capital Advisors
New Jersey
$521K +$525K +20,098 New
SI
137
Stephens Inc
Arkansas
$520K +$33K +1,263 +7%
MFG
138
Magnus Financial Group
New York
$509K +$513K +19,643 New
AWM
139
AllSquare Wealth Management
New York
$505K +$509K +19,477 New
FM
140
Family Management
New York
$500K +$504K +19,279 New
RRA
141
Round Rock Advisors
Connecticut
$497K +$501K +19,194 New
EW
142
Evoke Wealth
California
$480K +$484K +18,539 New
KWM
143
Kingsview Wealth Management
Oregon
$472K -$8.94K -342 -2%
Ameriprise
144
Ameriprise
Minnesota
$467K +$471K +18,040 New
HCM
145
Hollencrest Capital Management
California
$457K +$461K +17,663 New
SWM
146
SeaCrest Wealth Management
New York
$447K +$119K +4,563 +36%
LGWM
147
Litman Gregory Wealth Management
California
$445K +$449K +17,181 New
PA
148
Paragon Advisors
Texas
$437K -$516K -19,763 -54%
RIA
149
Regal Investment Advisors
Michigan
$436K +$164K +6,287 +60%
CWA
150
Consilium Wealth Advisory
Texas
$435K +$438K +16,776 New