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PIMCO Dynamic Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
176
Creative Planning
Kansas
$209K +$7.42K +408 +4%
BFA
177
Beacon Financial Advisory
Ohio
$197K +$7.84K +431 +4%
GLA
178
Good Life Advisors
Pennsylvania
$189K -$54K -2,967 -23%
WAM
179
WealthTrust Asset Management
Florida
$188K +$182K +10,014 New
HWM
180
HB Wealth Management
Georgia
$188K +$182K +10,000 New
GWSG
181
GPS Wealth Strategies Group
Colorado
$182K -$1.82K -100 -1%
OIA
182
Optimum Investment Advisors
Illinois
$180K
AWM
183
AllSquare Wealth Management
New York
$161K
GWM
184
Geneos Wealth Management
Colorado
$160K +$67.1K +3,689 +76%
CWP
185
Concord Wealth Partners
Virginia
$142K +$5.11K +281 +4%
BEI
186
Benjamin Edwards Inc
Missouri
$139K
WIM
187
Westside Investment Management
California
$135K
FCA
188
FinTrust Capital Advisors
South Carolina
$129K
CFB
189
Cullen/Frost Bankers
Texas
$126K
FIA
190
FNY Investment Advisers
New York
$105K
IA
191
IFP Advisors
Florida
$103K -$1.31K -72 -1%
Carson Wealth (CWM LLC)
192
Carson Wealth (CWM LLC)
Nebraska
$101K +$10.3K +567 +12%
S
193
SignatureFD
Georgia
$84.4K -$9.1K -500 -10%
BWL
194
Bogart Wealth LLC
Virginia
$62.9K
HNB
195
Huntington National Bank
Ohio
$61.1K
WAM
196
Worth Asset Management
Texas
$53.9K +$52.3K +2,875 New
HIA
197
Harbor Investment Advisory
Maryland
$50.9K
WOSD
198
WFA of San Diego
California
$50.4K +$48.9K +2,690 New
TRCT
199
Tower Research Capital (TRC)
New York
$48.5K +$28.8K +1,582 +157%
CFGS
200
Concourse Financial Group Securities
Alabama
$46.7K