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PDO

PIMCO Dynamic Income Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
RA
76
RFG Advisory
Alabama
$195K +$194K +14,018 New
OBWG
77
Onyx Bridge Wealth Group
New York
$183K
LBC
78
Leigh Baldwin & Co
New York
$174K +$173K +12,507 New
CA
79
Crumly & Associates
Illinois
$174K
SC
80
Scotia Capital
Ontario, Canada
$172K +$171K +12,400 New
EC
81
Elequin Capital
New York
$161K +$160K +11,572 New
PNC
82
Park National Corp
Ohio
$152K
SFS
83
Sowell Financial Services
Arkansas
$146K +$145K +10,500 New
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$138K +$34.7K +2,513 +34%
EFG
85
Ethos Financial Group
Pennsylvania
$137K
TWC
86
TD Waterhouse Canada
Ontario, Canada
$133K -$62.2K -4,500 -32%
Comerica Bank
87
Comerica Bank
Texas
$112K -$31K -2,243 -22%
CCM
88
Coldstream Capital Management
Washington
$104K +$104K +7,500 New
PNC Financial Services Group
89
PNC Financial Services Group
Pennsylvania
$90.2K -$126K -9,140 -58%
SWM
90
Spire Wealth Management
Virginia
$89.3K +$27.6K +2,000 +45%
HNB
91
Huntington National Bank
Ohio
$86.1K
SWA
92
SOA Wealth Advisors
New York
$84.7K +$1.17M +84,723 New
CA
93
CoreCap Advisors
Michigan
$82.6K
HI
94
Harbour Investments
Wisconsin
$77.9K
EWA
95
EverSource Wealth Advisors
Alabama
$76.3K +$13.8K +1,000 +22%
NWMP
96
Noble Wealth Management PBC
Colorado
$73.7K +$20.8K +1,509 +40%
IA
97
IFP Advisors
Florida
$71K -$97.8K -7,077 -58%
CIBC Private Wealth Group
98
CIBC Private Wealth Group
Georgia
$53.2K +$27.6K +2,001 +87%
BONH
99
Bank of New Hampshire
New Hampshire
$51.7K
TLA
100
Tanglewood Legacy Advisors
Texas
$50.7K +$50.5K +3,655 New