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PIMCO Dynamic Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AC
201
Avestar Capital
New York
$202K
IWA
202
Icon Wealth Advisors
Texas
$196K
FFS
203
Founders Financial Securities
Maryland
$195K
Corient Private Wealth
204
Corient Private Wealth
Florida
$192K -$5.47K -286 -3%
BAM
205
Belpointe Asset Management
Nevada
$191K +$3.35K +175 +2%
WAM
206
WealthTrust Asset Management
Florida
$188K
CG
207
CFO4Life Group
Texas
$188K
CWA
208
Consilium Wealth Advisory
Texas
$188K
GWSG
209
GPS Wealth Strategies Group
Colorado
$182K
AWM
210
AllSquare Wealth Management
New York
$176K
BEI
211
Benjamin Edwards Inc
Missouri
$168K
CWP
212
Concord Wealth Partners
Virginia
$166K +$5.95K +311 +4%
GJWM
213
Gilliland Jeter Wealth Management
Arkansas
$160K +$1.95K +102 +1%
CF
214
Centaurus Financial
California
$159K -$54.8K -2,863 -25%
BWL
215
Bogart Wealth LLC
Virginia
$157K +$95.7K +5,000 +149%
GWM
216
Geneos Wealth Management
Colorado
$148K +$90K +4,700 +147%
WIM
217
Westside Investment Management
California
$136K
SIS
218
Sound Income Strategies
Florida
$135K +$103K +5,399 +307%
CAS
219
Coppell Advisory Solutions
Texas
$116K +$118K +6,186 New
CFGS
220
Concourse Financial Group Securities
Alabama
$71.6K
WOSD
221
WFA of San Diego
California
$62.5K +$63.6K +3,323 New
N
222
Natixis
France
$58.5K -$34.3K -1,792 -37%
EWA
223
EverSource Wealth Advisors
Alabama
$57K +$57.4K +3,000 New
LC
224
Lindbrook Capital
California
$56.4K
RIL
225
Rothschild Investment LLC
Illinois
$56.4K