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PAXS

PIMCO Access Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SC
51
SouthState Corp
Florida
$171K +$20.8K +1,300 +14%
HNB
52
Huntington National Bank
Ohio
$94.6K
LC
53
Lindbrook Capital
California
$80.3K
FFA
54
Farther Finance Advisors
California
$67.3K +$1.21K +76 +2%
ACM
55
Anfield Capital Management
California
$58.8K
TLA
56
Tanglewood Legacy Advisors
Texas
$44.1K +$43.9K +2,747 New
SW
57
SVB Wealth
Massachusetts
$27.6K +$27.5K +1,721 New
CA
58
Continuum Advisory
Idaho
$23.9K -$17.8K -1,115 -43%
SPIA
59
Steward Partners Investment Advisory
New York
$20.1K +$20K +1,250 New
FIA
60
FNY Investment Advisers
New York
$12K
TSMHT
61
Thurston Springer Miller Herd & Titak
Indiana
$11.2K
LFG
62
Larson Financial Group
Missouri
$10.4K
IA
63
IFP Advisors
Florida
$9.89K -$54.1K -3,383 -85%
AssetMark Inc
64
AssetMark Inc
California
$7.16K +$7.13K +446 New
FMP
65
Financial Management Professionals
Texas
$4.05K
CIBC Private Wealth Group
66
CIBC Private Wealth Group
Georgia
$14 +$16 +1 New
CAM
67
Creekmur Asset Management
Illinois
$13
VF
68
Virtu Financial
New York
-$1.94M -127,339 Closed
MG
69
Marex Group
-$636K -41,712 Closed
AAM
70
Advisors Asset Management
Colorado
-$612K -40,123 Closed
Millennium Management
71
Millennium Management
New York
-$398K -26,087 Closed
OIA
72
OneDigital Investment Advisors
Kansas
-$364K -23,868 Closed
NG
73
Novem Group
New York
-$317K -20,755 Closed
HCM
74
Hilton Capital Management
New York
-$183K -12,000 Closed
BCA
75
Bay Colony Advisors
Massachusetts
-$175K -11,445 Closed