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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
CPIG
76
Chicago Partners Investment Group
Illinois
$575K +$8.32K +344 +2%
AC
77
Avestar Capital
New York
$559K +$552K +22,846 New
CAN
78
Claraphi Advisory Network
United States
$524K +$12.9K +533 +3%
NFG
79
Next Financial Group
Texas
$517K +$21.9K +908 +4%
CA
80
Cornerstone Advisory
Maryland
$490K
BPWA
81
Beacon Pointe Wealth Advisors
California
$490K +$483K +20,000 New
AFP
82
Ausdal Financial Partners
Iowa
$487K -$3.07K -127 -0.6%
SPC
83
Sigma Planning Corp
Michigan
$484K +$35.9K +1,486 +8%
WWM
84
Western Wealth Management
Colorado
$455K +$143K +5,895 +46%
M&T Bank
85
M&T Bank
New York
$449K +$168K +6,939 +61%
MML Investors Services
86
MML Investors Services
Massachusetts
$439K -$63.1K -2,611 -13%
DWT
87
Dorsey & Whitney Trust
South Dakota
$438K
AWA
88
Arete Wealth Advisors
Illinois
$418K
5L
89
55I LLC
Massachusetts
$408K
Rockefeller Capital Management
90
Rockefeller Capital Management
New York
$400K +$8.7K +360 +2%
SCA
91
Sage Capital Advisors
South Dakota
$371K +$92.2K +3,816 +34%
RIA
92
Regal Investment Advisors
Michigan
$368K +$48.6K +2,011 +15%
OC
93
Oppenheimer & Co
New York
$359K +$508 +21 +0.1%
SWM
94
SeaCrest Wealth Management
New York
$342K -$17.9K -742 -5%
Cetera Investment Advisers
95
Cetera Investment Advisers
Illinois
$330K +$169 +7 +0.1%
Creative Planning
96
Creative Planning
Kansas
$312K +$1.89K +78 +0.6%
AWM
97
AE Wealth Management
Kansas
$308K +$55.6K +2,300 +22%
Cerity Partners
98
Cerity Partners
New York
$292K -$64.7K -2,675 -18%
RA
99
RFG Advisory
Alabama
$284K -$72.5K -3,001 -21%
NL
100
NWAM LLC
Washington
$281K -$243K -10,049 -47%