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PCI

PIMCO Dynamic Credit and Mortgage Income Fund

Delisted

PCI was delisted on the 10th of December, 2021.

Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
76
Lido Advisors
California
$488K +$480K +21,369 New
MA
77
Mutual Advisors
Nebraska
$470K +$201K +8,951 +77%
CA
78
Cornerstone Advisory
Maryland
$458K
RA
79
RFG Advisory
Alabama
$457K -$49.5K -2,205 -10%
SWM
80
SeaCrest Wealth Management
New York
$456K -$22.2K -990 -5%
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$439K -$146K -6,516 -25%
SWP
82
Stratos Wealth Partners
Ohio
$406K +$9.19K +409 +2%
ACH
83
ArrowMark Colorado Holdings
Colorado
$391K
FWM
84
Frontier Wealth Management
Missouri
$389K
HIC
85
Holderness Investments Company
North Carolina
$389K
CF
86
Centaurus Financial
California
$383K +$58.5K +2,602 +18%
CAN
87
Claraphi Advisory Network
United States
$362K -$17.5K -777 -5%
BCA
88
Benchmark Capital Advisors
New York
$352K
Creative Planning
89
Creative Planning
Kansas
$341K -$40.2K -1,789 -11%
FMWA
90
Forvis Mazars Wealth Advisors
Missouri
$332K -$67.4K -3,000 -17%
AAM
91
Advisors Asset Management
Colorado
$323K +$138K +6,157 +74%
FG
92
Fiduciary Group
Georgia
$293K
AWA
93
Arete Wealth Advisors
Illinois
$292K -$1.26K -56 -0.4%
TC
94
Telemus Capital
Michigan
$274K +$270K +12,000 New
HCM
95
Hollencrest Capital Management
California
$263K -$160K -7,100 -38%
FAAS
96
First Allied Advisory Services
California
$263K -$47.2K -2,100 -15%
NL
97
NWAM LLC
Washington
$260K +$255K +11,361 New
PA
98
Pinnacle Associates
New York
$222K
SC
99
Scotia Capital
Ontario, Canada
$222K +$218K +9,718 New
AWM
100
AllSquare Wealth Management
New York
$210K +$22.5K +1,000 +12%