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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
IFG
101
Independent Financial Group
California
$433K +$63.3K +3,145 +18%
SPC
102
Sigma Planning Corp
Michigan
$432K +$20.7K +1,028 +5%
WWM
103
Western Wealth Management
Colorado
$427K +$5.03K +250 +1%
PFO
104
Pathstone Family Office
New Jersey
$427K +$405K +20,134 New
BAM
105
Bruderman Asset Management
New York
$426K +$66.1K +3,284 +20%
BPA
106
Beacon Pointe Advisors
California
$424K -$10.1K -500 -2%
Cerity Partners
107
Cerity Partners
New York
$410K +$389K +19,359 New
CPIG
108
Chicago Partners Investment Group
Illinois
$407K +$6.24K +310 +2%
KOMWMG
109
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$396K +$9.57K +476 +3%
AIP
110
Ahrens Investment Partners
Louisiana
$382K +$362K +18,000 New
MML Investors Services
111
MML Investors Services
Massachusetts
$381K +$55K +2,734 +18%
SSC
112
Syverson Strege & Co
Iowa
$370K +$351K +17,464 New
HCM
113
Hollencrest Capital Management
California
$362K +$79.1K +3,933 +30%
OMC
114
Old Mission Capital
Illinois
$345K +$328K +16,300 New
IA
115
Insight Advisors
Pennsylvania
$335K +$318K +15,800 New
CAN
116
Claraphi Advisory Network
United States
$329K +$59.2K +2,945 +23%
AFP
117
Ausdal Financial Partners
Iowa
$325K -$51.5K -2,560 -14%
CTB
118
Country Trust Bank
Illinois
$318K
CFGS
119
Concourse Financial Group Securities
Alabama
$311K +$33.5K +1,667 +13%
Koshinski Asset Management
120
Koshinski Asset Management
Illinois
$310K +$121 +6 +0%
Creative Planning
121
Creative Planning
Kansas
$306K -$59.8K -2,973 -17%
LNC
122
Lincoln National Corp
Pennsylvania
$304K +$5.25K +261 +2%
RCA
123
Rowland Carmichael Advisors
Arizona
$300K +$284K +14,130 New
NFG
124
Next Financial Group
Texas
$278K -$114K -5,662 -30%
SWM
125
SeaCrest Wealth Management
New York
$266K -$55.1K -2,738 -18%