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PIMCO Dynamic Income Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
126
Geneos Wealth Management
Colorado
$18.6K – – –
AP
127
Aspect Partners
Virginia
$16.4K +$493 +36 +3%
AF
128
Allworth Financial
California
$13.3K – – –
SWM
129
SHP Wealth Management
Massachusetts
$10.9K -$2.45K -179 -18%
BHWM
130
Beaird Harris Wealth Management
Texas
$7.07K +$7.5K +547 New
AAP
131
Arax Advisory Partners
Colorado
$6.46K – – –
TFA
132
Toth Financial Advisory
Virginia
$5.17K – – –
CSC
133
Caldwell Sutter Capital
California
$4.27K +$4.52K +330 New
SIS
134
Sound Income Strategies
Florida
$3.96K +$4.11K +300 New
HWP
135
Highline Wealth Partners
California
$2.59K – – –
WWM
136
Wolff Wiese Magana
California
$1.03K – – –
SWA
137
SOA Wealth Advisors
New York
$870 – – –
SCM
138
SOL Capital Management
Maryland
– -$23.5M -1,698,816 Closed
JWCA
139
J.W. Cole Advisors
Florida
– -$4.93M -356,203 Closed
MWM
140
Meadowbrook Wealth Management
New York
– -$456K -32,970 Closed
CL
141
Choreo LLC
Illinois
– -$460K -32,839 Closed
TA
142
Tectonic Advisors
Texas
– -$312K -22,557 Closed
JIP
143
Jaffetilchin Investment Partners
Florida
– -$293K -21,206 Closed
TSS
144
Two Sigma Securities
New York
– -$239K -17,281 Closed
CA
145
Clearstead Advisors
Ohio
– -$163K -11,768 Closed
PNC
146
Park National Corp
Ohio
– -$152K -10,974 Closed
BRWA
147
B. Riley Wealth Advisors
Florida
– -$139K -10,022 Closed
CP
148
Camelot Portfolios
Ohio
– -$111K -8,000 Closed
AssetMark Inc
149
AssetMark Inc
California
– -$26.2K -1,896 Closed
FHA
150
Flagship Harbor Advisors
Massachusetts
– -$10K -725 Closed