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PIMCO Dynamic Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
151
SeaCrest Wealth Management
New York
$302K +$72.3K +4,205 +35%
Mercer Global Advisors
152
Mercer Global Advisors
Colorado
$298K +$36.3K +2,110 +15%
NAS
153
NWF Advisory Services
California
$297K
MC
154
Moors & Cabot
Massachusetts
$296K +$284K +16,511 New
QPW
155
Quantum Private Wealth
Florida
$292K -$84.2K -4,897 -23%
KA
156
Kovack Advisors
Florida
$290K -$22.3K -1,295 -7%
SC
157
SouthState Corp
Florida
$289K -$97.9K -5,692 -26%
PFGIA
158
Patriot Financial Group Insurance Agency
Massachusetts
$287K +$23.8K +1,381 +9%
IAIM
159
International Assets Investment Management
Florida
$279K +$68.6K +3,987 +35%
MFG
160
Magnus Financial Group
New York
$272K
TFA
161
Teamwork Financial Advisors
Texas
$271K +$260K +15,103 New
PVM
162
Palogic Value Management
Texas
$269K -$19.4K -1,127 -7%
HI
163
Harbour Investments
Wisconsin
$269K +$6K +349 +2%
EH
164
Equitable Holdings
New York
$259K +$4.63K +269 +2%
OC
165
Oppenheimer & Co
New York
$255K -$13.9K -809 -5%
SSC
166
Syverson Strege & Co
Iowa
$253K +$5.25K +305 +2%
CF
167
Centaurus Financial
California
$250K -$120K -6,967 -33%
BWM
168
BCS Wealth Management
Tennessee
$250K
WLPWM
169
Walled Lake Planning & Wealth Management
Illinois
$250K +$2K +116 +0.8%
BPA
170
Beacon Pointe Advisors
California
$248K
B
171
Bensler
Washington
$247K +$237K +13,760 New
KPWS
172
Kestra Private Wealth Services
Texas
$240K -$27.5K -1,596 -11%
FFWM
173
Future Financial Wealth Management
Ohio
$239K -$83.6K -4,862 -27%
AC
174
Avestar Capital
New York
$234K -$53.4K -3,106 -19%
KWM
175
Kingsview Wealth Management
Oregon
$228K +$1.75K +102 +0.8%