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PDO

PIMCO Dynamic Income Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
JSW
51
Journey Strategic Wealth
New Jersey
$196K +$220K +14,884 New
RJA
52
Raymond James & Associates
Florida
$195K +$218K +14,758 New
OBWG
53
Onyx Bridge Wealth Group
New York
$192K
GA
54
Greytown Advisors
Florida
$183K
HT
55
HighTower Trust
Texas
$172K
MAG
56
Mayfair Advisory Group
Alabama
$147K +$162K +10,931 New
SIC
57
Samalin Investment Counsel
New York
$145K +$163K +10,988 New
HighTower Advisors
58
HighTower Advisors
Illinois
$140K +$157K +10,585 New
DC
59
Davenport & Co
Virginia
$140K +$158K +10,650 New
APA
60
American Portfolios Advisors
New York
$83.5K -$9.47K -640 -9%
CWC
61
Carolinas Wealth Consulting
North Carolina
$60K +$67.3K +4,549 New
BONH
62
Bank of New Hampshire
New Hampshire
$59K
SN
63
Sittner & Nelson
Oregon
$40K +$45K +3,044 New
IA
64
IFP Advisors
Florida
$33K
Rockefeller Capital Management
65
Rockefeller Capital Management
New York
$32K -$37.2K -2,514 -50%
TWM
66
Tradition Wealth Management
Minnesota
$31K +$15.6K +1,057 +82%
SPIA
67
Steward Partners Investment Advisory
New York
$20K
FIA
68
FNY Investment Advisers
New York
$15K
TF
69
Tompkins Financial
New York
$14K
WWMSC
70
Wagner Wealth Management (South Carolina)
South Carolina
$13K
TFA
71
Toth Financial Advisory
Virginia
$13K +$1.45K +98 +11%
CMP
72
Coston McIsaac & Partners
Maine
$10K +$281 +19 +3%
DAC
73
Dividend Assets Capital
South Carolina
$9K
AWM
74
AllSquare Wealth Management
New York
$8K
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$7K +$503 +34 +6%