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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
GG
126
GenWealth Group
New Jersey
$239K
LWAC
127
Laurel Wealth Advisors (California)
California
$239K +$4.96K +225 +2%
CS
128
Comerica Securities
Michigan
$236K
RA
129
RFG Advisory
Alabama
$236K
CAG
130
Csenge Advisory Group
Florida
$226K +$233K +10,585 New
DC
131
Davenport & Co
Virginia
$220K +$230K +10,424 New
FG
132
Fiduciary Group
Georgia
$213K
AWA
133
Arkadios Wealth Advisors
Georgia
$212K -$129K -5,872 -37%
OIA
134
OneDigital Investment Advisors
Kansas
$204K +$213K +9,675 New
TFO
135
Tarbox Family Office
California
$184K
CFB
136
Cullen/Frost Bankers
Texas
$173K
SNT
137
Security National Trust
West Virginia
$168K
LWCFA
138
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$146K
Citigroup
139
Citigroup
New York
$123K -$949K -43,095 -88%
US Bancorp
140
US Bancorp
Minnesota
$122K +$14.6K +664 +13%
WLPWM
141
Walled Lake Planning & Wealth Management
Illinois
$111K
MA
142
MUFG Americas
New York
$110K
SSC
143
Syverson Strege & Co
Iowa
$106K +$2.03K +92 +2%
TCWM
144
Total Clarity Wealth Management
Illinois
$92K +$95.5K +4,337 New
SWM
145
Spire Wealth Management
Virginia
$81K +$19.8K +897 +30%
BEI
146
Benjamin Edwards Inc
Missouri
$76K
EL
147
EMFO LLC
Florida
$74K
TWM
148
Tradition Wealth Management
Minnesota
$54K +$42.6K +1,934 +307%
GWM
149
Geneos Wealth Management
Colorado
$53K
BBHC
150
Brown Brothers Harriman & Co
New York
$53K +$55.1K +2,500 New