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PDO

PIMCO Dynamic Income Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
OBWG
76
Onyx Bridge Wealth Group
New York
$179K -$1.01K -74 -0.6%
NFC
77
Northstar Financial Companies
Pennsylvania
$175K +$176K +12,851 New
Wealth Enhancement Advisory Services
78
Wealth Enhancement Advisory Services
Minnesota
$175K -$41.2K -3,010 -19%
AAS
79
Avantax Advisory Services
Texas
$172K +$27.8K +2,035 +19%
CA
80
Crumly & Associates
Illinois
$170K
IA
81
IFP Advisors
Florida
$166K +$2.65K +194 +2%
BRWA
82
B. Riley Wealth Advisors
Florida
$161K -$250K -18,271 -61%
PNC
83
Park National Corp
Ohio
$149K -$18.5K -1,350 -11%
HH
84
Hilltop Holdings
Texas
$147K
Comerica Bank
85
Comerica Bank
Texas
$140K +$10.9K +800 +8%
EFG
86
Ethos Financial Group
Pennsylvania
$137K
LC
87
Lindbrook Capital
California
$109K
HFS
88
HBC Financial Services
Washington
$101K
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
$101K -$120K -8,796 -54%
CA
90
CoreCap Advisors
Michigan
$80.9K -$17.1K -1,250 -17%
HI
91
Harbour Investments
Wisconsin
$76.2K
EWA
92
EverSource Wealth Advisors
Alabama
$61.2K
SWM
93
Spire Wealth Management
Virginia
$60.2K +$60.6K +4,433 New
NWMP
94
Noble Wealth Management PBC
Colorado
$51.6K +$52K +3,800 New
HNB
95
Huntington National Bank
Ohio
$51.4K
BONH
96
Bank of New Hampshire
New Hampshire
$50.6K +$26.2K +1,915 +106%
CIBC Private Wealth Group
97
CIBC Private Wealth Group
Georgia
$31.8K
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
$27K -$1.8K -132 -6%
LFG
99
Larson Financial Group
Missouri
$26.2K +$4.1K +300 +18%
FMP
100
Financial Management Professionals
Texas
$23.4K +$643 +47 +3%