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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
GWM
151
Geneos Wealth Management
Colorado
$55K
ASN
152
Advisory Services Network
Georgia
$47K +$47.2K +2,093 New
FDCDDQ
153
Federation des caisses Desjardins du Quebec
Quebec, Canada
$47K +$14.4K +640 +44%
GI
154
Gradient Investments
Minnesota
$45K +$45.1K +2,000 New
DOA
155
D'Orazio & Associates
Virginia
$42K -$6.39K -283 -13%
SIS
156
Sound Income Strategies
Florida
$36K +$36.8K +1,629 New
BFEC
157
Benjamin F. Edwards & Company
Missouri
$32K
PFPT
158
Pinnacle Financial Partners (Tennessee)
Tennessee
$31K
PWA
159
Pinnacle Wealth Advisors
Tennessee
$31K +$31.6K +1,400 New
BWL
160
Bogart Wealth LLC
Virginia
$25K
Carson Wealth (CWM LLC)
161
Carson Wealth (CWM LLC)
Nebraska
$25K
CFA
162
Carroll Financial Associates
North Carolina
$23K
First Manhattan
163
First Manhattan
New York
$22K
AFG
164
Albion Financial Group
Utah
$22K +$22.6K +1,000 New
HIA
165
Harbor Investment Advisory
Maryland
$21K
PA
166
Parallel Advisors
California
$20K
LC
167
Lindbrook Capital
California
$18K +$18.1K +800 New
AssetMark Inc
168
AssetMark Inc
California
$16K +$16.2K +719 New
AA
169
AlphaMark Advisors
Kentucky
$14K +$835 +37 +6%
TWM
170
Tradition Wealth Management
Minnesota
$14K +$2.44K +108 +21%
APWA
171
Atlas Private Wealth Advisors
New Jersey
$11K
SIM
172
Sonora Investment Management
Arizona
$9K
EIP
173
Ellis Investment Partners
Pennsylvania
$7K +$158 +7 +2%
AAM
174
Advisors Asset Management
Colorado
$6K
PMFA
175
Plante Moran Financial Advisors
Michigan
$6K +$5.69K +252 New