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PIMCO Dynamic Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
126
Lido Advisors
California
$887K +$41.7K +2,149 +5%
PFS
127
Prospera Financial Services
Texas
$887K +$131K +6,736 +18%
BWM
128
Buska Wealth Management
Wisconsin
$884K +$385K +19,863 +80%
LSIA
129
LaSalle St. Investment Advisors
Illinois
$882K +$2.09K +108 +0.2%
LAM
130
Lewis Asset Management
California
$845K +$116K +5,999 +16%
MWM
131
Meadowbrook Wealth Management
New York
$829K +$812K +41,865 New
DWM
132
Diversify Wealth Management
Utah
$826K +$235K +12,138 +37%
SG
133
StoneX Group
New York
$800K +$420K +21,649 +117%
CPRC
134
Consolidated Portfolio Review Corp
New York
$770K +$29.8K +1,537 +4%
EGA
135
E&G Advisors
Texas
$748K
KCFA
136
Key Client Fiduciary Advisors
New Jersey
$739K +$15.7K +810 +2%
VAM
137
Verity Asset Management
North Carolina
$733K +$24.7K +1,274 +4%
FHC
138
First Heartland Consultants
Missouri
$731K +$23.2K +1,196 +3%
FA
139
Fiduciary Alliance
South Carolina
$727K +$712K +36,713 New
BFA
140
Beacon Financial Advisory
Ohio
$712K -$44.6K -2,302 -6%
IWM
141
IHT Wealth Management
Illinois
$694K +$471K +24,305 +226%
NW
142
NewEdge Wealth
Pennsylvania
$686K -$1.88K -97 -0.3%
RFA
143
Resurgent Financial Advisors
Georgia
$681K +$667K +34,380 New
SEIA
144
Signature Estate & Investment Advisors
California
$669K +$93.4K +4,816 +17%
SPC
145
Sigma Planning Corp
Michigan
$668K +$61.8K +3,187 +10%
FFWM
146
Future Financial Wealth Management
Ohio
$648K +$4.87K +251 +0.8%
SPIA
147
Steward Partners Investment Advisory
New York
$646K +$106K +5,440 +20%
FFA
148
First Foundation Advisors
California
$645K -$260K -13,401 -29%
KFS
149
Kaizen Financial Strategies
California
$638K +$6.48K +334 +1%
Cerity Partners
150
Cerity Partners
New York
$632K -$149K -7,700 -19%