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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
Creative Planning
101
Creative Planning
Kansas
$303K +$9.37K +394 +3%
OFG
102
OTA Financial Group
New York
$300K +$299K +12,571 New
BCA
103
Bay Colony Advisors
Massachusetts
$281K +$20.3K +854 +8%
SCA
104
Sage Capital Advisors
South Dakota
$275K +$270K +11,337 New
M&T Bank
105
M&T Bank
New York
$272K +$271K +11,387 New
FG
106
Fiduciary Group
Georgia
$268K -$14.3K -600 -5%
FIA
107
FNY Investment Advisers
New York
$261K +$31.2K +1,314 +14%
EWM
108
Empirical Wealth Management
Washington
$259K +$258K +10,838 New
HCM
109
Hollencrest Capital Management
California
$252K
ATFA
110
All Terrain Financial Advisors
Minnesota
$249K +$248K +10,420 New
AWM
111
AE Wealth Management
Kansas
$246K +$245K +10,286 New
OCM
112
Osbon Capital Management
Massachusetts
$244K +$243K +10,212 New
WIA
113
World Investment Advisors
California
$221K -$67.3K -2,830 -24%
IWP
114
Icon Wealth Partners
Texas
$209K
APA
115
American Portfolios Advisors
New York
$208K -$42.9K -1,804 -17%
TFCP
116
Twin Focus Capital Partners
Massachusetts
$208K +$207K +8,700 New
FVWA
117
Foster Victor Wealth Advisors
South Carolina
$207K +$202K +8,500 New
CIA
118
Capital Investment Advisors
Georgia
$207K +$206K +8,682 New
QCIG
119
Quad-Cities Investment Group
Iowa
$205K -$12.3K -518 -6%
WPSG
120
Wealth & Pension Services Group
Georgia
$202K +$202K +8,476 New
PSG
121
Planning Solutions Group
Maryland
$200K +$199K +8,352 New
US Bancorp
122
US Bancorp
Minnesota
$173K -$7.44K -313 -4%
SIA
123
Sit Investment Associates
Minnesota
$148K
AWM
124
AllSquare Wealth Management
New York
$119K
SNT
125
Security National Trust
West Virginia
$119K