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PDO

PIMCO Dynamic Income Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
51
Boreal Capital Management
Florida
$661K
SIC
52
Samalin Investment Counsel
New York
$655K -$210K -16,048 -24%
HSA
53
HBK Sorce Advisory
Pennsylvania
$651K
MP
54
McDonald Partners
Ohio
$608K
MWM
55
Meadowbrook Wealth Management
New York
$574K +$567K +43,270 New
Stifel Financial
56
Stifel Financial
Missouri
$570K -$9.62K -734 -2%
MWM
57
Maridea Wealth Management
New York
$549K +$53.7K +4,098 +11%
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$470K -$2.64K -201 -0.6%
CW
59
CreativeOne Wealth
Kansas
$469K -$1.71K -130 -0.4%
Fifth Third Bancorp
60
Fifth Third Bancorp
Ohio
$460K +$144K +10,995 +46%
TSS
61
Two Sigma Securities
New York
$422K +$419K +31,957 New
CTC
62
Central Trust Company
Missouri
$416K
SWP
63
Stratos Wealth Partners
Ohio
$415K -$1.77K -135 -0.4%
FAOAI
64
Fund Advisors of America Inc
Florida
$406K +$6.36K +485 +2%
PI
65
PFG Investments
New York
$394K -$4.64K -354 -1%
DC
66
Davenport & Co
Virginia
$370K -$4.75K -362 -1%
MWM
67
MorganRosel Wealth Management
Colorado
$363K +$360K +27,442 New
CA
68
Crumly & Associates
Illinois
$357K +$26.2K +2,000 +8%
BIG
69
Brookwood Investment Group
Arizona
$356K +$60K +4,576 +20%
AI
70
Accredited Investors
Minnesota
$331K +$328K +25,000 New
FFA
71
First Foundation Advisors
California
$330K
DADC
72
D.A. Davidson & Co
Montana
$304K +$2.81K +214 +0.9%
IAS
73
Integrity Advisory Solutions
Texas
$283K +$281K +21,430 New
AWM
74
AE Wealth Management
Kansas
$280K +$74K +5,646 +36%
NAS
75
NWF Advisory Services
California
$273K +$59.9K +4,568 +28%