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PIMCO Dynamic Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
201
Sugarloaf Wealth Management
Georgia
$44.3K
FWM
202
Focused Wealth Management
New York
$43.8K +$327 +18 +0.8%
SS
203
Sunbelt Securities
Texas
$42.7K
BFEC
204
Benjamin F. Edwards & Company
Missouri
$41K
RWM
205
Raffa Wealth Management
District of Columbia
$40.5K
CSPIA
206
Cary Street Partners Investment Advisory
Virginia
$38K +$32.7K +1,799 +800%
LC
207
Lindbrook Capital
California
$37.5K +$36.4K +2,000 New
CMP
208
Coston McIsaac & Partners
Maine
$35K +$1.29K +71 +4%
MFT
209
Moisand Fitzgerald Tamayo
Florida
$34.5K
PTC
210
Private Trust Company
Ohio
$33.8K
OLVIG
211
Oliver Lagore Vanvalin Investment Group
Michigan
$31.9K
IGWM
212
ICA Group Wealth Management
Colorado
$31.6K -$31.3K -1,719 -50%
VWM
213
Venturi Wealth Management
Texas
$30.9K
Fifth Third Bancorp
214
Fifth Third Bancorp
Ohio
$30.7K
MPWT
215
MassMutual Private Wealth & Trust
Connecticut
$30.7K +$29.8K +1,637 New
WB
216
Webster Bank
Connecticut
$27.4K
GI
217
Gradient Investments
Minnesota
$27.2K -$24.3K -1,335 -48%
CSC
218
Caldwell Sutter Capital
California
$24.2K +$23.5K +1,289 New
CT
219
Cambridge Trust
Massachusetts
$23K
US Bancorp
220
US Bancorp
Minnesota
$21.7K +$4.09K +225 +24%
PFPT
221
Pinnacle Financial Partners (Tennessee)
Tennessee
$21.5K
WP
222
WealthPLAN Partners
Nebraska
$18.2K +$17.7K +972 New
AF
223
Advisornet Financial
Minnesota
$17.9K +$600 +33 +4%
TF
224
Tompkins Financial
New York
$17.4K
KTC
225
Kistler-Tiffany Companies
Pennsylvania
$15.8K +$15.3K +840 New