We are live on ! Find out more
PDX

PIMCO Dynamic Income Strategy Fund

Name Holding Trade Value Shares
Change
Change in
Stake
P
76
&Partners
Tennessee
$224K +$17.6K +835 +8%
MA
77
MONECO Advisors
Connecticut
$224K +$228K +10,769 New
AF
78
Allworth Financial
California
$219K
CG
79
Cynosure Group
Utah
$215K +$3.99K +189 +2%
SPC
80
Spirepoint Private Client
Florida
$215K
AGM
81
Alpine Global Management
New York
$214K +$217K +10,268 New
IA
82
IFG Advisory
Georgia
$178K +$181K +8,550 New
CA
83
Continuum Advisory
Idaho
$128K +$130K +6,163 New
LAS
84
Lloyd Advisory Services
Georgia
$126K +$128K +6,053 New
AA
85
Ancora Advisors
Ohio
$104K
SPIA
86
Steward Partners Investment Advisory
New York
$97.8K -$57.1K -2,701 -37%
HHGA
87
Halbert Hargrove Global Advisors
California
$93.7K
US Bancorp
88
US Bancorp
Minnesota
$78.8K
KFP
89
Kerr Financial Planning
California
$77.7K +$2.37K +112 +2%
CA
90
CoreCap Advisors
Michigan
$72.5K -$105K -4,986 -59%
NA
91
NewEdge Advisors
Louisiana
$43.9K +$803 +38 +2%
MAS
92
MPWM Advisory Solutions
Georgia
$40.9K
CNBT
93
Cornerstone National Bank & Trust
Illinois
$31.4K
BBPWM
94
Blue Bell Private Wealth Management
Pennsylvania
$31.4K +$10.6K +500 +50%
Bessemer Group
95
Bessemer Group
New Jersey
$21K +$21.1K +1,000 New
SWM
96
Spire Wealth Management
Virginia
$18.2K
IFWM
97
Institute for Wealth Management
Colorado
$14.1K +$14.3K +675 New
APW
98
Allied Private Wealth
Florida
$13.3K +$13.2K +623 New
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$13K
AUB
100
Atlantic Union Bankshares
Virginia
$12.5K