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PIMCO Dynamic Income Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SA
101
Sanctuary Advisors
Indiana
$142K +$151K +11,000 New
BlackRock
102
BlackRock
New York
$139K -$562 -41 -0.4%
BFA
103
Beacon Financial Advisory
Ohio
$138K +$630 +46 +0.4%
BC
104
Burney Company
Virginia
$137K – – –
HIP
105
HUB Investment Partners
Texas
$132K +$140K +10,205 New
EFG
106
Ethos Financial Group
Pennsylvania
$131K – – –
NWMP
107
Noble Wealth Management PBC
Colorado
$128K +$22.6K +1,648 +20%
National Bank of Canada
108
National Bank of Canada
Quebec, Canada
$105K – – –
TWC
109
TD Waterhouse Canada
Ontario, Canada
$103K – – –
ACM
110
Anfield Capital Management
California
$92.4K – – –
EWA
111
EverSource Wealth Advisors
Alabama
$90.5K – – –
IA
112
IFP Advisors
Florida
$71.1K +$5.48K +400 +8%
AWM
113
Activest Wealth Management
Florida
$63.9K – – –
HNB
114
Huntington National Bank
Ohio
$48.9K – – –
SPIA
115
Steward Partners Investment Advisory
New York
$48.5K +$32.2K +2,350 +168%
SWM
116
Spire Wealth Management
Virginia
$48.3K – – –
BONH
117
Bank of New Hampshire
New Hampshire
$48.2K – – –
OCM
118
Osbon Capital Management
Massachusetts
$46.6K +$49.4K +3,604 New
ASN
119
Advisory Services Network
Georgia
$43.7K +$46.3K +3,377 New
SS
120
Sunbelt Securities
Texas
$38.8K -$433K -31,584 -91%
CA
121
CoreCap Advisors
Michigan
$36.2K -$57.2K -4,171 -60%
FMP
122
Financial Management Professionals
Texas
$25.9K +$740 +54 +3%
LFG
123
Larson Financial Group
Missouri
$25K – – –
FIA
124
FNY Investment Advisers
New York
$20K – – –
HI
125
Harbour Investments
Wisconsin
$19.8K -$63.1K -4,601 -75%