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PIMCO Dynamic Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
151
Tradition Wealth Management
Minnesota
$258K +$17.1K +871 +7%
BWM
152
BCS Wealth Management
Tennessee
$257K
CIA
153
Capital Investment Advisors
Georgia
$256K -$9.52K -485 -3%
IA
154
IFP Advisors
Florida
$253K -$227K -11,587 -59%
BAM
155
Belpointe Asset Management
Nevada
$252K -$88.3K -4,500 -25%
AWM
156
Axxcess Wealth Management
California
$247K +$262K +13,361 New
ASN
157
Advisory Services Network
Georgia
$246K +$1.69K +86 +0.6%
VWA
158
Visionary Wealth Advisors
Illinois
$245K -$12.3K -625 -4%
RIA
159
Regal Investment Advisors
Michigan
$244K +$3.24K +165 +1%
KPWS
160
Kestra Private Wealth Services
Texas
$239K -$26.4K -1,345 -9%
CAM
161
Cresset Asset Management
Illinois
$238K +$42.6K +2,172 +3%
RP
162
Riverbridge Partners
Minnesota
$235K +$11.6K +589 +5%
RJT
163
Raymond James Trust
Florida
$234K -$336K -17,116 -57%
SSC
164
Syverson Strege & Co
Iowa
$230K -$14.3K -729 -6%
CTB
165
Country Trust Bank
Illinois
$227K
M&T Bank
166
M&T Bank
New York
$227K
SWM
167
Stockman Wealth Management
Montana
$220K -$25.1K -1,281 -10%
GLA
168
Good Life Advisors
Pennsylvania
$219K +$15.5K +788 +7%
LFAS
169
Level Four Advisory Services
Texas
$216K +$229K +11,671 New
CA
170
Claro Advisors
Massachusetts
$212K +$226K +11,496 New
Qube Research & Technologies (QRT)
171
Qube Research & Technologies (QRT)
United Kingdom
$209K
QHA
172
Quarry Hill Advisors
Minnesota
$203K +$216K +11,000 New
KWM
173
Kingsview Wealth Management
Oregon
$199K -$9.83K -501 -4%
GWM
174
Geneos Wealth Management
Colorado
$168K -$9.09K -463 -5%
HI
175
Harbour Investments
Wisconsin
$166K -$27.2K -1,387 -13%