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PDX

PIMCO Dynamic Income Strategy Fund

Name Holding Trade Value Shares
Change
Change in
Stake
FP
76
Financial Perspectives
Minnesota
$80.8K
VC
77
Vestor Capital
Illinois
$62K +$29.5K +1,201 +92%
NWMP
78
Noble Wealth Management PBC
Colorado
$50.5K +$49.8K +2,025 New
NA
79
NewEdge Advisors
Louisiana
$43.3K +$664 +27 +2%
PA
80
Parallel Advisors
California
$43K
CNBT
81
Cornerstone National Bank & Trust
Illinois
$37.4K
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$15.6K
AUB
83
Atlantic Union Bankshares
Virginia
$15K +$14.7K +600 New
IA
84
IFP Advisors
Florida
$13.1K
FIA
85
FNY Investment Advisers
New York
$12K
BBPWM
86
Blue Bell Private Wealth Management
Pennsylvania
$11.4K -$51.6K -2,100 -82%
JP Morgan Chase
87
JP Morgan Chase
New York
$7.48K +$7.37K +300 New
SWP
88
Strategic Wealth Partners
Ohio
$4.99K +$4.92K +200 New
CTB
89
Country Trust Bank
Illinois
-$1.15M -46,722 Closed
FM
90
Family Management
New York
-$833K -33,792 Closed
LCM
91
Landscape Capital Management
New Jersey
-$399K -16,198 Closed
PM
92
Phraction Management
Connecticut
-$369K -14,971 Closed
HH
93
Hilltop Holdings
Texas
-$273K -11,075 Closed
CIAS
94
Capital Investment Advisory Services
North Carolina
-$210K -8,500 Closed
BlackRock
95
BlackRock
New York
-$174K -7,073 Closed
SL
96
Salomon & Ludwin
Virginia
-$18.8K -759 Closed
TSMHT
97
Thurston Springer Miller Herd & Titak
Indiana
-$12.3K -500 Closed
CF
98
Concorde Financial
Texas
-$7.39K -300 Closed