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PIMCO Dynamic Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SAW
151
Signal Advisors Wealth
Michigan
$624K +$612K +31,540 New
CAC
152
Certified Advisory Corp
Florida
$624K +$14.5K +747 +2%
Creative Planning
153
Creative Planning
Kansas
$624K +$31.7K +1,634 +5%
CWA
154
Cura Wealth Advisors
Illinois
$606K -$93.5K -4,822 -14%
IAS
155
Insigneo Advisory Services
Florida
$581K +$32.7K +1,686 +6%
BAM
156
Belpointe Asset Management
Nevada
$580K +$201K +10,366 +55%
HAS
157
HBW Advisory Services
California
$579K +$92.9K +4,790 +20%
VFA
158
Valeo Financial Advisors
Indiana
$576K +$3.98K +205 +0.7%
AAP
159
Arax Advisory Partners
Colorado
$569K +$537K +27,680 +2,604%
TNB
160
Thomasville National Bank
Georgia
$566K
NG
161
Novem Group
New York
$565K +$58.5K +3,018 +12%
OL
162
Owen LaRue
Kentucky
$551K +$5.18K +267 +1%
IAIM
163
International Assets Investment Management
Florida
$548K +$911 +47 +0.2%
AFG
164
Atomi Financial Group
New York
$542K -$5.7K -294 -1%
NFSG
165
Newbridge Financial Services Group
Florida
$536K -$204K -10,543 -28%
CWM
166
Cornerstone Wealth Management
Missouri
$534K +$22.1K +1,139 +4%
AWM
167
Apollon Wealth Management
South Carolina
$533K +$38.1K +1,965 +8%
ACA
168
Aptus Capital Advisors
Alabama
$533K -$21.3K -1,097 -4%
SFWA
169
Summit Financial Wealth Advisors
Louisiana
$532K +$27K +1,394 +5%
BPA
170
Beacon Pointe Advisors
California
$525K +$265K +13,672 +107%
RIG
171
Ramiah Investment Group
Wisconsin
$520K -$24.4K -1,258 -5%
WWA
172
WCG Wealth Advisors
Nevada
$519K -$3.1K -160 -0.6%
JHCP
173
Jackson Hole Capital Partners
Oklahoma
$517K +$67.9K +3,499 +15%
WEG
174
World Equity Group
Illinois
$506K +$29.1K +1,500 +6%
National Bank of Canada
175
National Bank of Canada
Quebec, Canada
$499K -$314K -16,173 -39%