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PDX

PIMCO Dynamic Income Strategy Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
51
Cornerstone Wealth Management
Missouri
$390K +$2.35K +94 +0.6%
LPL Financial
52
LPL Financial
California
$368K -$17.3K -693 -5%
RIA
53
Regal Investment Advisors
Michigan
$355K
OC
54
Oppenheimer & Co
New York
$311K
AF
55
Allworth Financial
California
$290K
HH
56
Hilltop Holdings
Texas
$289K -$12.5K -500 -4%
SWM
57
Spire Wealth Management
Virginia
$264K +$54.2K +2,170 +27%
MCM
58
MAI Capital Management
Ohio
$261K +$250K +10,000 New
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$253K -$51.6K -2,066 -18%
TC
60
TownSquare Capital
Utah
$235K
WSWA
61
Warren Street Wealth Advisors
California
$235K
EW
62
Evoke Wealth
California
$234K +$2.52K +101 +1%
Baird Financial Group
63
Baird Financial Group
Wisconsin
$233K +$223K +8,930 New
IA
64
IFG Advisory
Georgia
$223K +$213K +8,550 New
SC
65
Sapient Capital
Indiana
$220K +$207K +8,272 New
CG
66
Cynosure Group
Utah
$210K +$200K +8,027 New
CF
67
Convergence Financial
Missouri
$203K +$194K +7,753 New
CCG
68
Catalina Capital Group
California
$203K +$194K +7,752 New
SPIA
69
Steward Partners Investment Advisory
New York
$187K
AA
70
Ancora Advisors
Ohio
$131K
VHAM
71
Van Hulzen Asset Management
California
$118K +$112K +4,500 New
FP
72
Financial Perspectives
Minnesota
$84.7K +$80.9K +3,240 New
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$83.2K +$63.9K +2,560 +410%
VC
74
Vestor Capital
Illinois
$65K
NA
75
NewEdge Advisors
Louisiana
$55.7K +$549 +22 +1%