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PDO

PIMCO Dynamic Income Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AC
51
Aristides Capital
Kentucky
$434K +$436K +31,910 New
CW
52
CreativeOne Wealth
Kansas
$428K +$431K +31,500 New
TA
53
Tectonic Advisors
Texas
$427K +$11.7K +856 +3%
DC
54
Davenport & Co
Virginia
$412K -$6.84K -500 -2%
GP
55
Gridiron Partners
Pennsylvania
$407K
FFA
56
First Foundation Advisors
California
$402K
TCM
57
Triumph Capital Management
Colorado
$399K -$163K -11,912 -29%
KAS
58
Kestra Advisory Services
Texas
$385K +$95K +6,945 +32%
SFS
59
Shaker Financial Services
Virginia
$364K +$366K +26,775 New
RP
60
Riverbridge Partners
Minnesota
$361K +$12.3K +897 +3%
SA
61
Sanctuary Advisors
Indiana
$316K -$584K -42,733 -65%
WJWM
62
Williams Jones Wealth Management
New York
$262K -$63.2K -4,625 -19%
MWA
63
Merkkuri Wealth Advisors
New York
$259K
JEST
64
JTC Employer Solutions Trustee
Jersey
$250K
VCM
65
Vivaldi Capital Management
Illinois
$237K +$237K +17,300 New
MML Investors Services
66
MML Investors Services
Massachusetts
$236K +$83.2K +6,087 +54%
PWM
67
Perigon Wealth Management
California
$233K +$78.9K +5,770 +50%
National Bank of Canada
68
National Bank of Canada
Quebec, Canada
$224K +$36.2K +2,650 +19%
CC
69
Courier Capital
New York
$221K +$222K +16,269 New
OIA
70
Optimum Investment Advisors
Illinois
$217K
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$213K +$200K +14,640 +1,464%
CIC
72
Carnegie Investment Counsel
Ohio
$204K
TWC
73
TD Waterhouse Canada
Ontario, Canada
$192K
IAA
74
Independent Advisor Alliance
North Carolina
$189K +$190K +13,882 New
KWA
75
Kingswood Wealth Advisors
California
$184K +$185K +13,530 New