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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
TCWM
151
Total Clarity Wealth Management
Illinois
$40K +$38.9K +1,795 New
NFSG
152
Newbridge Financial Services Group
Florida
$36K +$19.8K +913 +130%
TWP
153
TFO Wealth Partners
Ohio
$36K +$34.7K +1,599 New
Bank of Montreal
154
Bank of Montreal
Ontario, Canada
$35K
HR
155
Howe & Rusling
New York
$33K +$32.5K +1,500 New
FDCDDQ
156
Federation des caisses Desjardins du Quebec
Quebec, Canada
$32.5K
BFEC
157
Benjamin F. Edwards & Company
Missouri
$32K
PFPT
158
Pinnacle Financial Partners (Tennessee)
Tennessee
$30K
TF
159
Tompkins Financial
New York
$29K
CSPIA
160
Cary Street Partners Investment Advisory
Virginia
$29K +$626K +28,866 New
CAC
161
Certified Advisory Corp
Florida
$27K +$26K +1,200 New
BWL
162
Bogart Wealth LLC
Virginia
$25K -$1.67K -77 -7%
Carson Wealth (CWM LLC)
163
Carson Wealth (CWM LLC)
Nebraska
$25K
RWM
164
RBA Wealth Management
California
$23.9K +$23.3K +1,075 New
CFA
165
Carroll Financial Associates
North Carolina
$23K
First Manhattan
166
First Manhattan
New York
$22K
HIA
167
Harbor Investment Advisory
Maryland
$20K
PA
168
Parallel Advisors
California
$20K
TWA
169
TCI Wealth Advisors
Arizona
$18K +$17.8K +821 New
AA
170
AlphaMark Advisors
Kentucky
$13K +$2.28K +105 +21%
TWM
171
Tradition Wealth Management
Minnesota
$12K
APWA
172
Atlas Private Wealth Advisors
New Jersey
$11K
ACM
173
AUA Capital Management
Pennsylvania
$11K
SIM
174
Sonora Investment Management
Arizona
$9K
EP
175
Eudaimonia Partners
Tennessee
$9K +$8.68K +400 New