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PDO

PIMCO Dynamic Income Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
51
Maridea Wealth Management
New York
$479K -$3.87K -282 -0.8%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$472K +$381K +27,804 +497%
MWM
53
Meadowbrook Wealth Management
New York
$464K +$451K +32,870 New
DC
54
Davenport & Co
Virginia
$443K +$20.6K +1,500 +5%
GP
55
Gridiron Partners
Pennsylvania
$423K +$1.34M +97,754 +326%
PI
56
PFG Investments
New York
$407K +$13.6K +994 +4%
SWP
57
Stratos Wealth Partners
Ohio
$406K -$43.6K -3,180 -10%
BIG
58
Brookwood Investment Group
Arizona
$370K +$359K +26,221 New
BCM
59
Boreal Capital Management
Florida
$355K
FFA
60
First Foundation Advisors
California
$352K
LBC
61
Lowe Brockenbrough & Co
Virginia
$345K +$334K +24,400 New
NAS
62
NWF Advisory Services
California
$342K +$11.2K +818 +3%
TA
63
Tectonic Advisors
Texas
$340K -$125K -9,149 -28%
DADC
64
D.A. Davidson & Co
Montana
$336K -$17.8K -1,301 -5%
WJWM
65
Williams Jones Wealth Management
New York
$322K +$48.4K +3,532 +18%
SG
66
StoneX Group
New York
$280K +$270K +19,687 New
HSA
67
HBK Sorce Advisory
Pennsylvania
$280K +$274K +20,000 New
BRWA
68
B. Riley Wealth Advisors
Florida
$258K +$39.8K +2,902 +19%
BWM
69
Buska Wealth Management
Wisconsin
$237K +$230K +16,781 New
SC
70
Scotia Capital
Ontario, Canada
$231K +$74.1K +5,408 +49%
CC
71
Courier Capital
New York
$230K
PWM
72
Perigon Wealth Management
California
$227K -$219 -16 -0.1%
OIA
73
Optimum Investment Advisors
Illinois
$226K
VA
74
VestGen Advisors
Illinois
$226K +$219K +16,000 New
MML Investors Services
75
MML Investors Services
Massachusetts
$223K +$658 +48 +0.3%