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PDO

PIMCO Dynamic Income Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
EFG
76
Ethos Financial Group
Pennsylvania
$188K
KAS
77
Kestra Advisory Services
Texas
$179K +$46.4K +3,618 +36%
OBWG
78
Onyx Bridge Wealth Group
New York
$173K
MAG
79
Mayfair Advisory Group
Alabama
$164K
CA
80
Crumly & Associates
Illinois
$163K
CG
81
CFO4Life Group
Texas
$143K
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$141K +$139K +10,815 New
Jane Street
83
Jane Street
New York
$138K -$602K -46,957 -82%
WA
84
Waverly Advisors
Alabama
$132K +$129K +10,101 New
CA
85
CoreCap Advisors
Michigan
$132K +$129K +10,100 New
BAM
86
Belpointe Asset Management
Nevada
$131K -$29.2K -2,280 -19%
OIA
87
Optimum Investment Advisors
Illinois
$104K
BONH
88
Bank of New Hampshire
New Hampshire
$58.1K
S
89
SignatureFD
Georgia
$52.2K
HNB
90
Huntington National Bank
Ohio
$49.4K
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$25K +$4.84K +378 +24%
FIA
92
FNY Investment Advisers
New York
$20K
AWM
93
AllSquare Wealth Management
New York
$15K
TWM
94
Tradition Wealth Management
Minnesota
$14K
IA
95
IFP Advisors
Florida
$13.7K -$49.2K -3,838 -79%
TF
96
Tompkins Financial
New York
$13.4K
AAM
97
Advisors Asset Management
Colorado
$13.3K -$13 -1 -0.1%
HI
98
Harbour Investments
Wisconsin
$13.1K
LFG
99
Larson Financial Group
Missouri
$13.1K +$12.8K +1,000 New
TFA
100
Toth Financial Advisory
Virginia
$11.7K -$2.18K -170 -16%