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PIMCO Dynamic Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
EW
176
Evoke Wealth
California
$109K +$3.45K +164 +3%
Carson Wealth (CWM LLC)
177
Carson Wealth (CWM LLC)
Nebraska
$88K -$13.3K -632 -12%
JFGIW
178
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$72K
FPFS
179
First Personal Financial Services
North Carolina
$71K +$1.75K +83 +2%
BWL
180
Bogart Wealth LLC
Virginia
$65K
HIA
181
Harbor Investment Advisory
Maryland
$63K +$126 +6 +0.2%
LWCFA
182
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$48K
CFGS
183
Concourse Financial Group Securities
Alabama
$48K +$28.6K +1,360 +124%
FWM
184
Focused Wealth Management
New York
$44K +$905 +43 +2%
BFEC
185
Benjamin F. Edwards & Company
Missouri
$42K
RWM
186
Raffa Wealth Management
District of Columbia
$41.8K -$10.5K -500 -19%
CMP
187
Coston McIsaac & Partners
Maine
$33K +$716 +34 +2%
CWC
188
Carolinas Wealth Consulting
North Carolina
$29K +$31.6K +1,501 New
GI
189
Gradient Investments
Minnesota
$28K
WB
190
Webster Bank
Connecticut
$28K
CT
191
Cambridge Trust
Massachusetts
$24K
HGERS
192
Householder Group Estate & Retirement Specialist
Arizona
$24K +$26.9K +1,276 New
PFPT
193
Pinnacle Financial Partners (Tennessee)
Tennessee
$22K
US Bancorp
194
US Bancorp
Minnesota
$18K -$5.87K -279 -23%
TF
195
Tompkins Financial
New York
$18K
AF
196
Advisornet Financial
Minnesota
$17K +$547 +26 +3%
TAM
197
Tucker Asset Management
Colorado
$16.5K +$17.5K +830 New
SAM
198
Strategic Asset Management
Minnesota
$16K
First Manhattan
199
First Manhattan
New York
$15K
SIS
200
Sound Income Strategies
Florida
$15K +$15.8K +750 New