We are live on ! Find out more
PAXS

PIMCO Access Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LIA
51
LifePlan Investment Advisors
North Carolina
$153K
SC
52
SouthState Corp
Florida
$143K
AWM
53
Activest Wealth Management
Florida
$115K +$119K +7,500 New
HNB
54
Huntington National Bank
Ohio
$76.4K
ACM
55
Anfield Capital Management
California
$56.1K
KAS
56
Kestra Advisory Services
Texas
$33.7K +$34.9K +2,205 New
CRI
57
Commonwealth Retirement Investments
Virginia
$19.9K +$20.5K +1,300 New
FIA
58
FNY Investment Advisers
New York
$16K
FHA
59
Flagship Harbor Advisors
Massachusetts
$14K +$14.4K +914 New
IA
60
IFP Advisors
Florida
$9.43K
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$9K +$3.19K +202 +53%
MSFP
62
Mark Sheptoff Financial Planning
Connecticut
$7.65K
SPIA
63
Steward Partners Investment Advisory
New York
$5.74K -$13.8K -875 -70%
HI
64
Harbour Investments
Wisconsin
$4K +$4.13K +261 New
AssetMark Inc
65
AssetMark Inc
California
$612
CPRC
66
Consolidated Portfolio Review Corp
New York
-$3.02M -185,551 Closed
IWC
67
Integrated Wealth Concepts
Massachusetts
-$467K -28,696 Closed
Mariner
68
Mariner
Kansas
-$391K -24,044 Closed
BFG
69
Bleakley Financial Group
New Jersey
-$334K -20,550 Closed
PAG
70
Private Advisor Group
New Jersey
-$239K -14,659 Closed
CIA
71
Capital Investment Advisors
Georgia
-$176K -10,800 Closed
PI
72
PFG Investments
New York
-$173K -10,619 Closed
ASN
73
Advisory Services Network
Georgia
-$61K -3,750 Closed
TLA
74
Tanglewood Legacy Advisors
Texas
-$44.7K -2,747 Closed
NFSG
75
Newbridge Financial Services Group
Florida
-$16.3K -1,000 Closed