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PAXS

PIMCO Access Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
TLA
51
Tanglewood Legacy Advisors
Texas
$41.5K
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$20.4K +$20.4K +1,350 New
SPIA
53
Steward Partners Investment Advisory
New York
$18.9K
FIA
54
FNY Investment Advisers
New York
$16K +$4.53K +300 +38%
NFSG
55
Newbridge Financial Services Group
Florida
$15.1K +$15.1K +1,000 New
TSMHT
56
Thurston Springer Miller Herd & Titak
Indiana
$10.6K
LFG
57
Larson Financial Group
Missouri
$9.82K
IA
58
IFP Advisors
Florida
$9.31K
MSFP
59
Mark Sheptoff Financial Planning
Connecticut
$7.55K +$7.55K +500 New
FMP
60
Financial Management Professionals
Texas
$4.46K +$604 +40 +16%
CAM
61
Creekmur Asset Management
Illinois
$12
IC
62
IEQ Capital
California
-$4.01M -250,000 Closed
AWS
63
Atria Wealth Solutions
New York
-$484K -29,875 Closed
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
-$366K -22,804 Closed
XT
65
XTX Topco
Cayman Islands
-$289K -17,977 Closed
JIP
66
Jaffetilchin Investment Partners
Florida
-$259K -16,130 Closed
PI
67
PFG Investments
New York
-$211K -13,109 Closed
FFA
68
Farther Finance Advisors
California
-$67.3K -4,186 Closed
SW
69
SVB Wealth
Massachusetts
-$27.6K -1,721 Closed
CA
70
Continuum Advisory
Idaho
-$23.9K -1,486 Closed
AssetMark Inc
71
AssetMark Inc
California
-$7.16K -446 Closed
CIBC Private Wealth Group
72
CIBC Private Wealth Group
Georgia
-$14 -1 Closed
POIA
73
Pin Oak Investment Advisors
Texas
+$755 +50 New