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PDO

PIMCO Dynamic Income Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
TVAMP
76
Tennessee Valley Asset Management Partners
Tennessee
$223K +$216K +15,778 New
Creative Planning
77
Creative Planning
Kansas
$217K +$211K +15,386 New
CIC
78
Carnegie Investment Counsel
Ohio
$212K
AWM
79
AE Wealth Management
Kansas
$201K +$12K +874 +7%
Comerica Bank
80
Comerica Bank
Texas
$195K +$78.4K +5,717 +71%
OBWG
81
Onyx Bridge Wealth Group
New York
$186K
CA
82
Crumly & Associates
Illinois
$177K
LBC
83
Leigh Baldwin & Co
New York
$173K +$168K +12,280 New
TSS
84
Two Sigma Securities
New York
$166K +$161K +11,737 New
Mariner
85
Mariner
Kansas
$161K +$157K +11,422 New
Wealth Enhancement Advisory Services
86
Wealth Enhancement Advisory Services
Minnesota
$160K -$4.8K -350 -3%
BCA
87
Bay Colony Advisors
Massachusetts
$156K -$58.2K -4,243 -28%
National Bank of Canada
88
National Bank of Canada
Quebec, Canada
$155K -$34.3K -2,500 -19%
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$155K +$123K +8,962 +441%
PNC
90
Park National Corp
Ohio
$155K
KWA
91
Kingswood Wealth Advisors
California
$150K +$146K +10,630 New
VCM
92
Vivaldi Capital Management
Illinois
$143K
EFG
93
Ethos Financial Group
Pennsylvania
$142K
Rockefeller Capital Management
94
Rockefeller Capital Management
New York
$111K +$108K +7,889 New
TWC
95
TD Waterhouse Canada
Ontario, Canada
$110K -$24.9K -1,818 -19%
CA
96
CoreCap Advisors
Michigan
$101K -$18.3K -1,336 -16%
ACM
97
Anfield Capital Management
California
$101K +$98K +7,147 New
ASN
98
Advisory Services Network
Georgia
$101K +$97.7K +7,127 New
EWA
99
EverSource Wealth Advisors
Alabama
$98.8K +$20.6K +1,500 +27%
NWMP
100
Noble Wealth Management PBC
Colorado
$92K +$89.3K +6,514 New