We are live on ! Find out more
PDI icon

PIMCO Dynamic Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WLPWM
151
Walled Lake Planning & Wealth Management
Illinois
$371K +$101K +5,312 +38%
CW
152
CreativeOne Wealth
Kansas
$361K +$355K +18,694 New
FFWM
153
Future Financial Wealth Management
Ohio
$361K +$102K +5,391 +41%
NWM
154
Northwest Wealth Management
Iowa
$357K +$7.33K +386 +2%
AAS
155
Ameritas Advisory Services
Nebraska
$345K +$341K +17,944 New
NAS
156
NWF Advisory Services
California
$343K +$23K +1,211 +7%
BHPW
157
Beverly Hills Private Wealth
California
$342K +$337K +17,719 New
GRP
158
Global Retirement Partners
California
$341K +$5.95K +313 +2%
SI
159
Stephens Inc
Arkansas
$340K +$1.37K +72 +0.4%
OIA
160
Optimum Investment Advisors
Illinois
$340K
FA
161
Financial Alternatives
California
$333K -$41.7K -2,197 -11%
MWM
162
Melfa Wealth Management
Massachusetts
$330K
PFGIA
163
Patriot Financial Group Insurance Agency
Massachusetts
$330K +$20.7K +1,092 +7%
HCM
164
Hollencrest Capital Management
California
$327K +$646 +34 +0.2%
Jane Street
165
Jane Street
New York
$317K +$99.2K +5,220 +47%
FM
166
Family Management
New York
$315K -$1.89M -99,676 -86%
QPW
167
Quantum Private Wealth
Florida
$314K +$247 +13 +0.1%
KA
168
Kovack Advisors
Florida
$312K +$570 +30 +0.2%
LFAS
169
Level Four Advisory Services
Texas
$307K
IAIM
170
International Assets Investment Management
Florida
$304K +$2.6K +137 +0.9%
BFA
171
Beacon Financial Advisory
Ohio
$303K +$76.8K +4,044 +35%
SC
172
SouthState Corp
Florida
$301K -$9.14K -481 -3%
HI
173
Harbour Investments
Wisconsin
$300K +$10.2K +535 +4%
SSC
174
Syverson Strege & Co
Iowa
$296K +$23.7K +1,249 +9%
OIA
175
OneDigital Investment Advisors
Kansas
$293K +$61K +3,212 +27%