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PIMCO Dynamic Income Fund
PDI

Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
151
Valeo Financial Advisors
Indiana
$548K -$124K -6,643 -19%
IAIM
152
International Assets Investment Management
Florida
$544K +$77.1K +4,143 +17%
PA
153
Parallel Advisors
California
$543K -$7.74K -416 -1%
TNB
154
Thomasville National Bank
Georgia
$543K -$166K -8,926 -24%
AG
155
AmeriFlex Group
Nevada
$539K – – –
ACA
156
Aptus Capital Advisors
Alabama
$531K +$688 +37 +0.1%
AFG
157
Atomi Financial Group
New York
$525K -$4.8K -258 -0.9%
IAS
158
Insigneo Advisory Services
Florida
$524K +$161K +8,630 +45%
OL
159
Owen LaRue
Kentucky
$523K -$631K -33,928 -55%
RIG
160
Ramiah Investment Group
Wisconsin
$522K +$8.04K +432 +2%
SPIA
161
Steward Partners Investment Advisory
New York
$516K -$501K -26,951 -50%
WWA
162
WCG Wealth Advisors
Nevada
$501K +$185K +9,968 +61%
CWM
163
Cornerstone Wealth Management
Missouri
$490K -$28.7K -1,545 -6%
NG
164
Novem Group
New York
$484K +$446 +24 +0.1%
SFWA
165
Summit Financial Wealth Advisors
Louisiana
$482K +$473K +25,417 New
AWM
166
Apollon Wealth Management
South Carolina
$474K -$15.6K -837 -3%
AC
167
AlphaCore Capital
California
$472K -$46.5K -2,497 -9%
BWM
168
Buska Wealth Management
Wisconsin
$470K +$27.7K +1,490 +6%
HAS
169
HBW Advisory Services
California
$464K +$13.4K +720 +3%
WEG
170
World Equity Group
Illinois
$456K +$140K +7,525 +46%
SXL
171
Summit X LLC
Missouri
$455K -$674K -36,244 -60%
SCA
172
Sage Capital Advisors
South Dakota
$452K +$9.49K +510 +2%
MWM
173
Maridea Wealth Management
New York
$448K +$18.6K +1,000 +4%
M1FG
174
Mach-1 Financial Group
Arkansas
$439K +$431K +23,159 New
DADC
175
D.A. Davidson & Co
Montana
$435K -$22.9K -1,230 -5%
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