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PDX

PIMCO Dynamic Income Strategy Fund

Name Holding Trade Value Shares
Change
Change in
Stake
OIA
51
OneDigital Investment Advisors
Kansas
$356K +$371K +14,500 New
CL
52
CSS LLC
Illinois
$344K +$358K +14,000 New
RIA
53
Regal Investment Advisors
Michigan
$333K
TLA
54
Tanglewood Legacy Advisors
Texas
$330K +$344K +13,449 New
OC
55
Oppenheimer & Co
New York
$292K
Baird Financial Group
56
Baird Financial Group
Wisconsin
$289K +$72.9K +2,851 +32%
HH
57
Hilltop Holdings
Texas
$272K
SWM
58
Spire Wealth Management
Virginia
$251K +$2.43K +95 +0.9%
MCM
59
MAI Capital Management
Ohio
$245K
AF
60
Allworth Financial
California
$225K
EW
61
Evoke Wealth
California
$222K +$5.45K +213 +2%
TC
62
TownSquare Capital
Utah
$221K
WSWA
63
Warren Street Wealth Advisors
California
$221K
IA
64
IFG Advisory
Georgia
$210K
Cerity Partners
65
Cerity Partners
New York
$210K +$219K +8,549 New
CG
66
Cynosure Group
Utah
$202K +$5.6K +219 +3%
P
67
&Partners
Tennessee
$201K +$213K +8,335 New
SPIA
68
Steward Partners Investment Advisory
New York
$168K -$7.67K -300 -4%
AA
69
Ancora Advisors
Ohio
$123K
US Bancorp
70
US Bancorp
Minnesota
$105K +$96.8K +3,783 +757%
FP
71
Financial Perspectives
Minnesota
$79.5K
VC
72
Vestor Capital
Illinois
$61K
BBPWM
73
Blue Bell Private Wealth Management
Pennsylvania
$60.3K +$62.9K +2,459 New
NA
74
NewEdge Advisors
Louisiana
$41.2K -$11.6K -452 -21%
CA
75
Continuum Advisory
Idaho
$32.6K +$8.39K +328 +33%