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PIMCO Dynamic Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PA
151
Parallel Advisors
California
$575K +$9.93K +510 +2%
National Bank of Canada
152
National Bank of Canada
Quebec, Canada
$568K -$5.51K -283 -1%
AG
153
AmeriFlex Group
Nevada
$567K +$27.3K +1,400 +5%
DWM
154
Diversify Wealth Management
Utah
$563K +$209K +10,752 +54%
ACA
155
Aptus Capital Advisors
Alabama
$554K +$701 +36 +0.1%
AFG
156
Atomi Financial Group
New York
$553K +$2.08K +107 +0.4%
IWC
157
Integrated Wealth Concepts
Massachusetts
$543K +$276K +14,166 +107%
AC
158
AlphaCore Capital
California
$542K +$528K +27,099 New
CWM
159
Cornerstone Wealth Management
Missouri
$542K +$112K +5,731 +26%
RIG
160
Ramiah Investment Group
Wisconsin
$536K -$185K -9,491 -26%
ACP
161
Arcus Capital Partners
Georgia
$532K -$556K -28,557 -52%
AWM
162
Apollon Wealth Management
South Carolina
$511K -$603K -30,957 -55%
EWA
163
EP Wealth Advisors
California
$510K +$139K +7,125 +38%
NG
164
Novem Group
New York
$505K -$885K -45,428 -64%
IAIM
165
International Assets Investment Management
Florida
$486K +$82.8K +4,253 +21%
DADC
166
D.A. Davidson & Co
Montana
$478K +$63.5K +3,261 +16%
HAS
167
HBW Advisory Services
California
$470K -$7.95K -408 -2%
AFA
168
Allium Financial Advisors
Oregon
$464K +$456K +23,421 New
BWM
169
Buska Wealth Management
Wisconsin
$461K +$127K +6,501 +39%
SCA
170
Sage Capital Advisors
South Dakota
$461K -$32.1K -1,649 -7%
Koshinski Asset Management
171
Koshinski Asset Management
Illinois
$456K +$10K +515 +2%
ACP
172
Aviance Capital Partners
Florida
$451K +$3.27K +168 +0.7%
YWM
173
Yukon Wealth Management
Kansas
$449K +$442K +22,676 New
MWM
174
Maridea Wealth Management
New York
$447K +$50.3K +2,584 +13%
NHC
175
Nicholas Hoffman & Company
Georgia
$447K – – –