We are live on ! Find out more
PDI icon

PIMCO Dynamic Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
EIP
176
Essential Investment Partners
Colorado
$514K -$468K -25,976 -46%
Carson Wealth (CWM LLC)
177
Carson Wealth (CWM LLC)
Nebraska
$512K +$161K +8,953 +43%
VFA
178
Valeo Financial Advisors
Indiana
$511K +$72 +4 +0%
National Bank of Canada
179
National Bank of Canada
Quebec, Canada
$506K +$83.2K +4,622 +19%
HI
180
Harbour Investments
Wisconsin
$502K +$324K +18,015 +159%
FPAS
181
Focus Partners Advisor Solutions
Missouri
$491K +$517K +28,694 New
SFWA
182
Summit Financial Wealth Advisors
Louisiana
$488K +$68.5K +3,803 +15%
CWM
183
Cornerstone Wealth Management
Missouri
$485K +$25.5K +1,417 +5%
FFWM
184
Future Financial Wealth Management
Ohio
$483K -$9.09K -505 -2%
CPIG
185
Chicago Partners Investment Group
Illinois
$475K +$123K +6,826 +33%
WWA
186
WCG Wealth Advisors
Nevada
$463K +$17.6K +976 +4%
CP
187
Creekside Partners
California
$451K +$237K +13,164 +100%
CCG
188
Capital CS Group
California
$449K +$48.3K +2,684 +11%
HAS
189
HBW Advisory Services
California
$441K -$17.1K -950 -4%
IAIM
190
International Assets Investment Management
Florida
$440K +$59.1K +3,284 +15%
JHCP
191
Jackson Hole Capital Partners
Oklahoma
$439K +$90.3K +5,015 +24%
NG
192
Novem Group
New York
$436K -$55.3K -3,071 -11%
MWM
193
Maridea Wealth Management
New York
$435K +$33K +1,835 +8%
SPC
194
Sigma Planning Corp
Michigan
$429K -$3.28K -182 -0.7%
TSS
195
Two Sigma Securities
New York
$425K +$448K +24,860 New
OPWM
196
Oxinas Partners Wealth Management
Indiana
$412K +$226K +12,574 +109%
FFA
197
First Foundation Advisors
California
$409K
AWM
198
Apollon Wealth Management
South Carolina
$409K +$6.41K +356 +2%
Creative Planning
199
Creative Planning
Kansas
$407K -$187K -10,368 -30%
VVP
200
Venture Visionary Partners
Ohio
$400K -$7.09K -394 -2%