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PDO

PIMCO Dynamic Income Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
KP
76
Keel Point
Alabama
$188K +$185K +14,108 New
OBWG
77
Onyx Bridge Wealth Group
New York
$176K
PGWM
78
Parisi Gray Wealth Management
New Jersey
$168K +$4.78K +364 +3%
CA
79
Crumly & Associates
Illinois
$166K
MML Investors Services
80
MML Investors Services
Massachusetts
$162K +$28.1K +2,138 +21%
FFA
81
Farther Finance Advisors
California
$157K -$18.4K -1,400 -11%
IA
82
IFP Advisors
Florida
$148K +$43.9K +3,341 +43%
PWM
83
Perigon Wealth Management
California
$145K +$3.73K +284 +3%
DC
84
Davenport & Co
Virginia
$144K
WA
85
WESPAC Advisors
California
$142K -$45.9K -3,500 -25%
SPP
86
Single Point Partners
Massachusetts
$138K
EFG
87
Ethos Financial Group
Pennsylvania
$134K
Comerica Bank
88
Comerica Bank
Texas
$127K -$65.6K -5,000 -34%
CP
89
Camelot Portfolios
Ohio
$106K +$105K +8,000 New
CA
90
CoreCap Advisors
Michigan
$95.7K +$30.2K +2,300 +47%
HI
91
Harbour Investments
Wisconsin
$74.6K
HFS
92
HBC Financial Services
Washington
$73K +$19.7K +1,500 +38%
LC
93
Lindbrook Capital
California
$53.2K
HNB
94
Huntington National Bank
Ohio
$50.2K
CIBC Private Wealth Group
95
CIBC Private Wealth Group
Georgia
$30.8K
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$28K +$158 +12 +0.6%
BONH
97
Bank of New Hampshire
New Hampshire
$24.1K -$14.9K -1,135 -39%
ADL
98
Asset Dedication LLC
California
$23.1K +$22.8K +1,740 New
FMP
99
Financial Management Professionals
Texas
$22K +$617 +47 +3%
LFG
100
Larson Financial Group
Missouri
$21.7K