We are live on ! Find out more
PDI icon

PIMCO Dynamic Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
DADC
201
D.A. Davidson & Co
Montana
$370K -$82.8K -4,268 -19%
OIA
202
Optimum Investment Advisors
Illinois
$368K
VA
203
VestGen Advisors
Illinois
$368K +$361K +18,600 New
NWM
204
Northwest Wealth Management
Iowa
$367K +$465 +24 +0.1%
BEI
205
Benjamin Edwards Inc
Missouri
$367K +$359K +18,526 New
MC
206
Mathes Company
New York
$366K
TCM
207
Traynor Capital Management
Pennsylvania
$364K +$356K +18,360 New
MAM
208
MWA Asset Management
Massachusetts
$360K +$11.2K +575 +3%
AQR Capital Management
209
AQR Capital Management
Connecticut
$359K
BHPW
210
Beverly Hills Private Wealth
California
$358K
MCFP
211
Mallini Complete Financial Planning
Florida
$356K +$22.5K +1,159 +7%
SI
212
Stephens Inc
Arkansas
$343K +$2.62K +135 +0.8%
GL
213
GHE LLC
Tennessee
$341K
GWP
214
Gateway Wealth Partners
Wisconsin
$339K +$9.15K +472 +3%
PFGIA
215
Patriot Financial Group Insurance Agency
Massachusetts
$337K +$56.4K +2,910 +21%
BRWA
216
B. Riley Wealth Advisors
Florida
$321K -$2.91M -150,008 -90%
QPW
217
Quantum Private Wealth
Florida
$320K +$310 +16 +0.1%
MWM
218
Melfa Wealth Management
Massachusetts
$315K
MWA
219
Merkkuri Wealth Advisors
New York
$314K
DC
220
Davenport & Co
Virginia
$313K -$49.2K -2,536 -14%
UAG
221
United Advisor Group
Ohio
$313K -$10.1K -521 -3%
WA
222
Whipplewood Advisors
Colorado
$303K -$41.9K -2,160 -12%
KPWS
223
Kestra Private Wealth Services
Texas
$302K +$4.11K +212 +1%
SFC
224
Strategic Financial Concepts
Texas
$302K +$69.8K +3,600 +31%
OIA
225
OneDigital Investment Advisors
Kansas
$301K