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PIMCO Dynamic Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CCFM
201
Clear Creek Financial Management
Washington
$394K +$9.63K +535 +2%
ACP
202
Aviance Capital Partners
Florida
$391K +$3.69K +205 +0.9%
NHC
203
Nicholas Hoffman & Company
Georgia
$386K
Koshinski Asset Management
204
Koshinski Asset Management
Illinois
$386K -$10.6K -590 -3%
SCA
205
Sage Capital Advisors
South Dakota
$383K +$39.2K +2,178 +11%
HWM
206
Heirloom Wealth Management
Colorado
$377K +$396K +22,013 New
KCPT
207
Kingstone Capital Partners Texas
Texas
$373K +$393K +21,818 New
KWS
208
Keystone Wealth Services
California
$373K +$392K +21,794 New
HA
209
Herold Advisors
New York
$372K +$91.8K +5,099 +31%
LC
210
Lavelle Capital
California
$359K +$9.04K +502 +2%
DI
211
Disciplined Investments
Oklahoma
$353K +$6.84K +380 +2%
BSI
212
Bennett Selby Investments
Maine
$346K -$163K -9,055 -31%
GG
213
GenWealth Group
New Jersey
$343K +$361K +20,056 New
AF
214
Advisornet Financial
Minnesota
$342K +$360K +20,000 New
SWA
215
SFMG Wealth Advisors
Texas
$342K +$360K +20,000 New
MCFP
216
Mallini Complete Financial Planning
Florida
$342K +$11.7K +649 +3%
TCM
217
Traynor Capital Management
Pennsylvania
$339K +$37.2K +2,068 +11%
AWE
218
Avidian Wealth Enterprises
Texas
$334K +$5.29K +294 +2%
Nomura Holdings
219
Nomura Holdings
Japan
$334K +$25.7K +1,425 +8%
SAI
220
Savvy Advisors Inc
New York
$325K -$2.34K -130 -0.7%
VA
221
VestGen Advisors
Illinois
$324K
KPWS
222
Kestra Private Wealth Services
Texas
$324K +$87.5K +4,860 +35%
NWM
223
Northwest Wealth Management
Iowa
$317K
GL
224
GHE LLC
Tennessee
$317K +$23.4K +1,300 +8%
MC
225
Mathes Company
New York
$316K