We are live on ! Find out more
PDX icon

PIMCO Dynamic Income Strategy Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CG
76
Cynosure Group
Utah
$224K +$206K +10,158 New
MAI Capital Management
77
MAI Capital Management
Ohio
$221K – – –
&Partners
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
CoreCap Advisors
81
CoreCap Advisors
Michigan
$187K +$172K +8,467 New
Steward Partners Investment Advisory
82
Steward Partners Investment Advisory
New York
$163K +$11.2K +550 +8%
Ancora Advisors
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%
NewEdge Advisors
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%
Farther Finance Advisors
92
Farther Finance Advisors
California
$21.5K +$20.3K +1,000 New
Spire Wealth Management
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 – – –
Atlantic Union Bankshares
96
Atlantic Union Bankshares
Virginia
$13.2K – – –
IFP Advisors
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 – – –