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PIMCO Dynamic Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
126
Truist Financial
North Carolina
$874K +$27.9K +1,433 +3%
MA
127
MAS Advisors
Florida
$869K -$135K -6,943 -14%
HIP
128
HUB Investment Partners
Texas
$863K -$101K -5,197 -11%
SWP
129
Stratos Wealth Partners
Ohio
$807K -$156K -7,990 -16%
EGA
130
E&G Advisors
Texas
$765K -$11.2K -573 -1%
TNB
131
Thomasville National Bank
Georgia
$743K – – –
BFA
132
Beacon Financial Advisory
Ohio
$743K +$66.1K +3,396 +10%
CSP
133
Cary Street Partners
Virginia
$723K – – –
NW
134
NewEdge Wealth
Pennsylvania
$721K -$5.9K -303 -0.8%
VFA
135
Valeo Financial Advisors
Indiana
$703K +$78.2K +4,014 +13%
PNC Financial Services Group
136
PNC Financial Services Group
Pennsylvania
$694K – – –
PFS
137
Prospera Financial Services
Texas
$686K +$149K +7,628 +28%
SPC
138
Sigma Planning Corp
Michigan
$664K +$81.2K +4,169 +14%
KCFA
139
Key Client Fiduciary Advisors
New Jersey
$641K +$12.5K +640 +2%
KFS
140
Kaizen Financial Strategies
California
$640K +$1.56K +80 +0.2%
KA
141
Kovack Advisors
Florida
$631K +$166K +8,509 +36%
FFWM
142
Future Financial Wealth Management
Ohio
$620K +$109K +5,600 +22%
TC
143
TownSquare Capital
Utah
$615K +$29.2K +1,498 +5%
BAAM
144
Baker Avenue Asset Management
California
$606K – – –
FPL
145
Fortress Private Ledger
North Carolina
$600K +$32.6K +1,672 +6%
Creative Planning
146
Creative Planning
Kansas
$599K +$67.5K +3,466 +13%
CWA
147
Cura Wealth Advisors
Illinois
$593K +$1.07K +55 +0.2%
CAC
148
Certified Advisory Corp
Florida
$591K +$11.5K +593 +2%
FHC
149
First Heartland Consultants
Missouri
$581K +$84.4K +4,335 +17%
MWA
150
Merkkuri Wealth Advisors
New York
$577K – – –