We are live on ! Find out more
PDX

PIMCO Dynamic Income Strategy Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WS
51
Wedbush Securities
California
$385K -$117K -5,320 -21%
VF
52
Virtu Financial
New York
$340K +$397K +18,111 New
EFS
53
Essex Financial Services
Connecticut
$333K
OC
54
Oppenheimer & Co
New York
$312K
Truist Financial
55
Truist Financial
North Carolina
$308K +$7.28K +332 +2%
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$307K -$111K -5,057 -24%
CWM
57
Cornerstone Wealth Management
Missouri
$300K -$10.2K -466 -3%
ICM
58
Islay Capital Management
Texas
$298K -$65.5K -2,985 -16%
FWP
59
Flatrock Wealth Partners
California
$295K +$296K +13,490 New
XT
60
XTX Topco
Cayman Islands
$286K +$334K +15,224 New
SAI
61
Savvy Advisors Inc
New York
$283K
Comerica Bank
62
Comerica Bank
Texas
$282K -$37.2K -1,697 -10%
CL
63
CSS LLC
Illinois
$253K
RIA
64
Regal Investment Advisors
Michigan
$242K
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$235K +$1.58K +72 +0.6%
AWA
66
Arkadios Wealth Advisors
Georgia
$225K +$263K +12,000 New
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$211K +$22.8K +1,039 +10%
AF
68
Allworth Financial
California
$197K
AWA
69
Adapt Wealth Advisors
Georgia
$196K +$11.5K +524 +5%
SPC
70
Spirepoint Private Client
Florida
$194K +$226K +10,321 New
Harris Associates
71
Harris Associates
Illinois
$188K
MCM
72
MAI Capital Management
Ohio
$188K
SPIA
73
Steward Partners Investment Advisory
New York
$129K
LAS
74
Lloyd Advisory Services
Georgia
$114K +$133K +6,053 New
AA
75
Ancora Advisors
Ohio
$93.9K