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PIMCO Dynamic Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
176
Creative Planning
Kansas
$193K +$210K +10,733 New
CCG
177
Capital CS Group
California
$185K +$201K +10,252 New
BFA
178
Beacon Financial Advisory
Ohio
$182K +$197K +10,079 New
IA
179
IFP Advisors
Florida
$177K -$47.6K -2,431 -30%
GWSG
180
GPS Wealth Strategies Group
Colorado
$177K +$192K +9,802 New
OIA
181
Optimum Investment Advisors
Illinois
$173K +$188K +9,600 New
AWM
182
AllSquare Wealth Management
New York
$159K
BEI
183
Benjamin Edwards Inc
Missouri
$134K
CWP
184
Concord Wealth Partners
Virginia
$132K +$4.9K +250 +4%
WIM
185
Westside Investment Management
California
$130K
BNP Paribas Financial Markets
186
BNP Paribas Financial Markets
France
$130K +$141K +7,209 New
FCA
187
FinTrust Capital Advisors
South Carolina
$129K
CFB
188
Cullen/Frost Bankers
Texas
$121K
FIA
189
FNY Investment Advisers
New York
$100K +$110K +5,600 New
S
190
SignatureFD
Georgia
$90.1K +$9.79K +500 +11%
GWM
191
Geneos Wealth Management
Colorado
$87.6K -$82.6K -4,220 -46%
Carson Wealth (CWM LLC)
192
Carson Wealth (CWM LLC)
Nebraska
$87K +$4.88K +249 +5%
SSG
193
Summit Securities Group
New York
$85K +$59.8K +3,056 +185%
JFGIW
194
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$66.6K
IGWM
195
ICA Group Wealth Management
Colorado
$61.3K +$42.2K +2,155 +173%
BWL
196
Bogart Wealth LLC
Virginia
$60.4K
HNB
197
Huntington National Bank
Ohio
$58.7K
GI
198
Gradient Investments
Minnesota
$50.2K +$26.1K +1,335 +92%
HIA
199
Harbor Investment Advisory
Maryland
$48.9K -$10.8K -549 -17%
CFGS
200
Concourse Financial Group Securities
Alabama
$44.9K