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PIMCO Dynamic Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CSPIA
201
Cary Street Partners Investment Advisory
Virginia
$207K +$209K +7,983 New
CBFP
202
Cedar Brook Financial Partners
Ohio
$205K +$207K +7,905 New
BEI
203
Benjamin Edwards Inc
Missouri
$192K +$77.1K +2,950 +66%
EWM
204
Edge Wealth Management
New York
$180K +$153K +5,853 +539%
CFB
205
Cullen/Frost Bankers
Texas
$174K +$175K +6,700 New
GWSG
206
GPS Wealth Strategies Group
Colorado
$160K
TRCT
207
Tower Research Capital (TRC)
New York
$160K +$161K +6,173 New
FFWM
208
Future Financial Wealth Management
Ohio
$157K +$157K +6,000 New
CWP
209
Concord Wealth Partners
Virginia
$157K +$158K +6,066 New
Carson Wealth (CWM LLC)
210
Carson Wealth (CWM LLC)
Nebraska
$134K +$135K +5,158 New
TCWM
211
Total Clarity Wealth Management
Illinois
$123K +$93.5K +3,580 +307%
LWCFA
212
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$117K +$118K +4,501 New
JFGIW
213
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$95K
AIP
214
Ahrens Investment Partners
Louisiana
$91K +$91.9K +3,517 New
HIA
215
Harbor Investment Advisory
Maryland
$89K +$27.4K +1,047 +44%
IAG
216
Investmark Advisory Group
Connecticut
$77K +$77.9K +2,980 New
FDCDDQ
217
Federation des caisses Desjardins du Quebec
Quebec, Canada
$70.4K +$44.8K +1,716 +172%
CFG
218
CKW Financial Group
Hawaii
$70K +$67.7K +2,590 New
RWM
219
Raffa Wealth Management
District of Columbia
$68.9K +$23.1K +883 +50%
GLLW
220
Graves Light Lenhart Wealth
Virginia
$66K +$66.1K +2,530 New
BFEC
221
Benjamin F. Edwards & Company
Missouri
$65K -$1.85K -71 -3%
PFGIA
222
Patriot Financial Group Insurance Agency
Massachusetts
$64K +$24.8K +949 +63%
AFS
223
Annapolis Financial Services
Maryland
$52K
AF
224
Advisornet Financial
Minnesota
$47K +$26.8K +1,026 +133%
FWM
225
Focused Wealth Management
New York
$39K +$5.09K +195 +15%