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PDX

PIMCO Dynamic Income Strategy Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CG
76
Cynosure Group
Utah
$224K +$206K +10,158 New
MCM
77
MAI Capital Management
Ohio
$221K
P
78
&Partners
Tennessee
$219K +$202K +9,945 New
CF
79
Convergence Financial
Missouri
$211K +$194K +9,547 New
AC
80
AWM Capital
Arizona
$210K +$193K +9,507 New
CA
81
CoreCap Advisors
Michigan
$187K +$172K +8,467 New
SPIA
82
Steward Partners Investment Advisory
New York
$163K +$11.2K +550 +8%
AA
83
Ancora Advisors
Ohio
$110K
HHGA
84
Halbert Hargrove Global Advisors
California
$99.3K
US Bancorp
85
US Bancorp
Minnesota
$83.5K
KFP
86
Kerr Financial Planning
California
$79.3K -$9.29K -458 -9%
VC
87
Vestor Capital
Illinois
$55K +$43.5K +2,146 +606%
NA
88
NewEdge Advisors
Louisiana
$45.6K +$6.14K +303 +17%
MAS
89
MPWM Advisory Solutions
Georgia
$43.3K
CNBT
90
Cornerstone National Bank & Trust
Illinois
$32.2K
BBPWM
91
Blue Bell Private Wealth Management
Pennsylvania
$22.3K +$7.1K +350 +53%
FFA
92
Farther Finance Advisors
California
$21.5K +$20.3K +1,000 New
SWM
93
Spire Wealth Management
Virginia
$19.3K
WSA
94
Wealth Science Advisors
Georgia
$18.1K +$19.5K +964 New
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
$13.8K
AUB
96
Atlantic Union Bankshares
Virginia
$13.2K
IA
97
IFP Advisors
Florida
$11.6K
FIA
98
FNY Investment Advisers
New York
$11K +$10.1K +500 New
SWP
99
Strategic Wealth Partners
Ohio
$4.41K
HWP
100
Highline Wealth Partners
California
$3.31K