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PIMCO Dynamic Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
DAS
176
Dynamic Advisor Solutions
Arizona
$268K -$3K -122 -1%
AWM
177
AE Wealth Management
Kansas
$267K -$21.8K -886 -7%
SSC
178
Syverson Strege & Co
Iowa
$265K +$13K +530 +5%
EVM
179
Eaton Vance Management
Massachusetts
$257K
SLWA
180
San Luis Wealth Advisors
California
$252K
AAS
181
Avantax Advisory Services
Texas
$252K +$16.1K +655 +7%
WC
182
Woodstock Corp
Massachusetts
$249K
CAG
183
Csenge Advisory Group
Florida
$242K +$245K +9,950 New
Cerity Partners
184
Cerity Partners
New York
$241K
BIM
185
Baldwin Investment Management
Pennsylvania
$239K
GG
186
GenWealth Group
New Jersey
$226K
IAIM
187
International Assets Investment Management
Florida
$226K +$228K +9,291 New
FFWM
188
Future Financial Wealth Management
Ohio
$219K +$73.8K +3,000 +50%
SCM
189
Spreng Capital Management
Ohio
$201K -$31.6K -1,286 -13%
BEI
190
Benjamin Edwards Inc
Missouri
$181K
CFB
191
Cullen/Frost Bankers
Texas
$163K
CWP
192
Concord Wealth Partners
Virginia
$151K +$2.78K +113 +2%
GWSG
193
GPS Wealth Strategies Group
Colorado
$150K
Carson Wealth (CWM LLC)
194
Carson Wealth (CWM LLC)
Nebraska
$130K +$3.91K +159 +3%
PI
195
Parkside Investments
Illinois
$119K +$121K +4,915 New
LWCFA
196
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$110K
FIA
197
FNY Investment Advisers
New York
$97K +$98.4K +4,000 New
BWL
198
Bogart Wealth LLC
Virginia
$91K +$69.3K +2,819 +311%
JFGIW
199
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$89K
HIA
200
Harbor Investment Advisory
Maryland
$87K +$2.78K +113 +3%