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PDO

PIMCO Dynamic Income Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
ASN
76
Advisory Services Network
Georgia
$60.7K +$65.4K +4,750 New
CWC
77
Carolinas Wealth Consulting
North Carolina
$58.7K
BONH
78
Bank of New Hampshire
New Hampshire
$57K
HNB
79
Huntington National Bank
Ohio
$48.3K
Rockefeller Capital Management
80
Rockefeller Capital Management
New York
$42K +$11.3K +817 +33%
IA
81
IFP Advisors
Florida
$33K
SPIA
82
Steward Partners Investment Advisory
New York
$19.2K
TWA
83
TCI Wealth Advisors
Arizona
$18.5K +$20K +1,450 New
AWM
84
AllSquare Wealth Management
New York
$15.3K +$8.27K +600 +100%
TFA
85
Toth Financial Advisory
Virginia
$13.6K +$895 +65 +7%
TWM
86
Tradition Wealth Management
Minnesota
$13K -$18K -1,307 -56%
TF
87
Tompkins Financial
New York
$13K
HI
88
Harbour Investments
Wisconsin
$12.8K +$13.8K +1,000 New
CMP
89
Coston McIsaac & Partners
Maine
$10K +$289 +21 +3%
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$6K -$1.31K -95 -17%
BTI
91
Blue Trust Inc
Georgia
$5K +$4.96K +360 New
TRCT
92
Tower Research Capital (TRC)
New York
$5K +$5.63K +409 New
AAM
93
Advisors Asset Management
Colorado
$2.64K +$2.85K +207 New
FWM
94
Focused Wealth Management
New York
$1.33K +$28 +2 +2%
VNA
95
Valley National Advisers
Pennsylvania
$1K
PAG
96
Private Advisor Group
New Jersey
$330 +$13.4K +974 +4%
BlackRock
97
BlackRock
New York
$7 +$14 +1 New
Allspring Global Investments
98
Allspring Global Investments
North Carolina
-$363K -27,580 Closed
NL
99
NWAM LLC
Washington
-$264K -19,989 Closed
DC
100
Davenport & Co
Virginia
-$140K -10,650 Closed