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PIMCO Dynamic Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CTB
201
Country Trust Bank
Illinois
$249K
SL
202
Summitry LLC
California
$245K +$1.92K +100 +0.8%
SWM
203
SeaCrest Wealth Management
New York
$245K
ASN
204
Advisory Services Network
Georgia
$244K
CIA
205
Capital Investment Advisors
Georgia
$241K -$14.4K -752 -6%
SSC
206
Syverson Strege & Co
Iowa
$239K -$75.1K -3,918 -25%
KWM
207
Kingsview Wealth Management
Oregon
$239K +$2.4K +125 +1%
WEG
208
World Equity Group
Illinois
$238K +$225K +11,766 New
FHC
209
First Heartland Consultants
Missouri
$237K +$224K +11,670 New
LMKC
210
L.M. Kohn & Company
Ohio
$236K -$27K -1,410 -11%
VWA
211
Visionary Wealth Advisors
Illinois
$233K +$824 +43 +0.4%
DA
212
Dover Advisors
Virginia
$229K +$217K +11,300 New
Susquehanna International Group
213
Susquehanna International Group
Pennsylvania
$229K +$216K +11,296 New
GWP
214
Gateway Wealth Partners
Wisconsin
$224K -$22K -1,146 -9%
UCFA
215
United Capital Financial Advisors
Texas
$223K
TA
216
TPG Advisors
Illinois
$222K -$59.6K -3,112 -22%
NS
217
NBC Securities
Alabama
$221K +$2.59K +135 +1%
BEI
218
Benjamin Edwards Inc
Missouri
$221K +$38.1K +1,987 +22%
CG
219
CFO4Life Group
Texas
$220K +$16.5K +860 +9%
IWC
220
Integrated Wealth Concepts
Massachusetts
$216K +$204K +10,647 New
BWM
221
Buska Wealth Management
Wisconsin
$213K +$201K +10,514 New
IC
222
IEQ Capital
California
$213K +$201K +10,484 New
SFC
223
Strategic Financial Concepts
Texas
$211K -$3.81M -198,998 -95%
IWA
224
Icon Wealth Advisors
Texas
$209K
BAM
225
Belpointe Asset Management
Nevada
$209K +$2.45K +128 +1%