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PDO

PIMCO Dynamic Income Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SPC
101
Sigma Planning Corp
Michigan
$141K +$140K +10,680 New
BC
102
Burney Company
Virginia
$140K
CA
103
Clearstead Advisors
Ohio
$140K +$139K +10,588 New
CAPTRUST Financial Advisors
104
CAPTRUST Financial Advisors
North Carolina
$138K +$137K +10,439 New
HIP
105
HUB Investment Partners
Texas
$135K
CWM
106
Connecticut Wealth Management
Connecticut
$135K +$133K +10,176 New
BA
107
Ballew Advisors
Mississippi
$134K +$132K +10,090 New
MSA
108
McAlister Sweet & Associates
Texas
$133K +$132K +10,031 New
EFG
109
Ethos Financial Group
Pennsylvania
$131K
TWC
110
TD Waterhouse Canada
Ontario, Canada
$113K +$9.18K +700 +9%
National Bank of Canada
111
National Bank of Canada
Quebec, Canada
$104K
EWA
112
EverSource Wealth Advisors
Alabama
$92.5K
SWM
113
Spire Wealth Management
Virginia
$75.8K +$26.2K +2,000 +54%
IA
114
IFP Advisors
Florida
$72.7K
AWM
115
Activest Wealth Management
Florida
$65.4K
AAS
116
Ameritas Advisory Services
Nebraska
$56.6K +$56.1K +4,278 New
HNB
117
Huntington National Bank
Ohio
$50K
PWMA
118
Pension & Wealth Management Advisors
Massachusetts
$49.6K +$49.2K +3,750 New
SPIA
119
Steward Partners Investment Advisory
New York
$49.5K -$66 -5 -0.1%
BONH
120
Bank of New Hampshire
New Hampshire
$49.2K
CA
121
CoreCap Advisors
Michigan
$34.4K -$2.66K -203 -7%
IWC
122
Integrated Wealth Concepts
Massachusetts
$32.5K +$32.3K +2,460 New
FMP
123
Financial Management Professionals
Texas
$27.2K +$761 +58 +3%
LFG
124
Larson Financial Group
Missouri
$25.5K
FIA
125
FNY Investment Advisers
New York
$21K