We are live on ! Find out more
PDI icon

PIMCO Dynamic Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
151
Axxcess Wealth Management
California
$450K
EWA
152
EP Wealth Advisors
California
$430K -$125K -6,547 -24%
Mercer Global Advisors
153
Mercer Global Advisors
Colorado
$418K +$44.6K +2,328 +13%
MC
154
Mathes Company
New York
$417K -$9.58K -500 -2%
HAS
155
HBW Advisory Services
California
$415K +$393K +20,485 New
CWM
156
Cornerstone Wealth Management
Missouri
$405K +$48.8K +2,546 +15%
Carson Wealth (CWM LLC)
157
Carson Wealth (CWM LLC)
Nebraska
$401K -$208K -10,869 -35%
PFGIA
158
Patriot Financial Group Insurance Agency
Massachusetts
$399K +$4.04K +211 +1%
WLPWM
159
Walled Lake Planning & Wealth Management
Illinois
$395K +$2.26K +118 +0.6%
IAS
160
Insigneo Advisory Services
Florida
$388K +$44.5K +2,320 +14%
CPIG
161
Chicago Partners Investment Group
Illinois
$385K +$41.7K +2,176 +12%
Mariner
162
Mariner
Kansas
$378K -$125K -6,545 -26%
OIA
163
Optimum Investment Advisors
Illinois
$377K
AA
164
ACT Advisors
North Carolina
$377K -$86.3K -4,504 -20%
NWM
165
Northwest Wealth Management
Iowa
$375K
KA
166
Kovack Advisors
Florida
$369K +$14.6K +764 +4%
GRP
167
Global Retirement Partners
California
$368K +$2.24K +117 +0.6%
Ameriprise
168
Ameriprise
Minnesota
$367K +$51.9K +2,710 +18%
CCG
169
Capital CS Group
California
$365K +$59.5K +3,106 +21%
AAS
170
Ameritas Advisory Services
Nebraska
$364K -$326 -17 -0.1%
BHPW
171
Beverly Hills Private Wealth
California
$363K +$1.96K +102 +0.6%
MWM
172
Melfa Wealth Management
Massachusetts
$347K
WCA
173
Waypoint Capital Advisors
Minnesota
$341K -$99.8K -5,210 -24%
SI
174
Stephens Inc
Arkansas
$340K +$1.42K +74 +0.4%
CW
175
CreativeOne Wealth
Kansas
$339K +$320K +16,717 New