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PIMCO Dynamic Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
176
Maridea Wealth Management
New York
$367K +$389K +20,012 New
IAS
177
Insigneo Advisory Services
Florida
$349K -$2.37K -122 -0.6%
CCG
178
Capital CS Group
California
$344K +$13.9K +716 +4%
EWA
179
EP Wealth Advisors
California
$342K -$50.2K -2,582 -12%
OIA
180
Optimum Investment Advisors
Illinois
$341K
NWM
181
Northwest Wealth Management
Iowa
$339K
NAS
182
NWF Advisory Services
California
$339K +$41.1K +2,118 +13%
CG
183
CFO4Life Group
Texas
$336K +$145K +7,472 +69%
CCFM
184
Clear Creek Financial Management
Washington
$334K +$354K +18,226 New
BHPW
185
Beverly Hills Private Wealth
California
$330K +$1.36K +70 +0.4%
PFGIA
186
Patriot Financial Group Insurance Agency
Massachusetts
$325K -$37.9K -1,953 -10%
CPIG
187
Chicago Partners Investment Group
Illinois
$323K -$47.6K -2,450 -12%
MAM
188
MWA Asset Management
Massachusetts
$322K +$21.1K +1,085 +7%
SI
189
Stephens Inc
Arkansas
$317K +$9.23K +475 +3%
GRP
190
Global Retirement Partners
California
$313K -$21.5K -1,105 -6%
MWM
191
Melfa Wealth Management
Massachusetts
$308K -$5.96K -307 -2%
BWM
192
Buska Wealth Management
Wisconsin
$308K +$122K +6,290 +60%
QPW
193
Quantum Private Wealth
Florida
$296K +$272 +14 +0.1%
SWM
194
Spire Wealth Management
Virginia
$295K -$126K -6,502 -29%
UAG
195
United Advisor Group
Ohio
$286K -$6.93K -357 -2%
CIBC Private Wealth Group
196
CIBC Private Wealth Group
Georgia
$283K -$1.55K -80 -0.5%
PWM
197
Prosperity Wealth Management
California
$283K -$143K -7,353 -32%
OIA
198
OneDigital Investment Advisors
Kansas
$279K -$11K -566 -4%
MA
199
Mezzasalma Advisors
New Jersey
$277K +$293K +15,100 New
DI
200
Disciplined Investments
Oklahoma
$275K +$97.1K +5,000 +50%