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PIMCO Dynamic Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
151
Stockman Wealth Management
Montana
$275K +$8.21K +370 +3%
GLA
152
Good Life Advisors
Pennsylvania
$273K -$412K -18,575 -59%
AFP
153
Ausdal Financial Partners
Iowa
$272K +$8.12K +366 +3%
SSC
154
Syverson Strege & Co
Iowa
$271K +$47.3K +2,133 +20%
CAG
155
Csenge Advisory Group
Florida
$262K +$58.1K +2,618 +26%
TWM
156
Tradition Wealth Management
Minnesota
$258K +$10.9K +491 +4%
BPA
157
Beacon Pointe Advisors
California
$256K -$149K -6,737 -35%
CTB
158
Country Trust Bank
Illinois
$256K
M&T Bank
159
M&T Bank
New York
$256K
WP
160
WealthSource Partners
California
$256K +$9.71K +438 +4%
RP
161
Riverbridge Partners
Minnesota
$247K +$262K +11,828 New
EWM
162
Edge Wealth Management
New York
$239K +$254K +11,429 New
Qube Research & Technologies (QRT)
163
Qube Research & Technologies (QRT)
United Kingdom
$237K
GCM
164
Gator Capital Management
Florida
$235K
AAS
165
Avantax Advisory Services
Texas
$235K +$20.7K +931 +9%
LNC
166
Lincoln National Corp
Pennsylvania
$233K -$203K -9,155 -45%
IAIM
167
International Assets Investment Management
Florida
$230K +$38.5K +1,734 +19%
FFWM
168
Future Financial Wealth Management
Ohio
$219K
HI
169
Harbour Investments
Wisconsin
$216K +$230K +10,347 New
Mariner
170
Mariner
Kansas
$215K +$229K +10,310 New
KWM
171
Kingsview Wealth Management
Oregon
$214K -$182K -8,220 -44%
WC
172
Woodstock Corp
Massachusetts
$214K
SF
173
Synovus Financial
Georgia
$210K -$207K -9,314 -48%
DAS
174
Dynamic Advisor Solutions
Arizona
$209K -$20.9K -941 -9%
BIM
175
Baldwin Investment Management
Pennsylvania
$205K