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PCN

PIMCO Corporate & Income Strategy Fund

Name Holding Trade Value Shares
Change
Change in
Stake
ACP
26
Aviance Capital Partners
Florida
$976K +$3.92K +288 +0.4%
CWP
27
Cyndeo Wealth Partners
Florida
$916K -$1.04M -76,171 -53%
NA
28
NewEdge Advisors
Louisiana
$838K -$35.3K -2,600 -4%
AWS
29
Atria Wealth Solutions
New York
$729K +$5.15K +379 +0.7%
KAS
30
Kestra Advisory Services
Texas
$728K +$14K +1,028 +2%
LWM
31
LongView Wealth Management
Georgia
$656K -$843 -62 -0.1%
SG
32
StoneX Group
New York
$603K -$15K -1,106 -2%
Raymond James Financial
33
Raymond James Financial
Florida
$566K +$109K +8,053 +24%
OC
34
Oppenheimer & Co
New York
$517K +$5.21K +383 +1%
KWM
35
Kingsview Wealth Management
Oregon
$506K +$503K +37,033 New
Wells Fargo
36
Wells Fargo
California
$487K -$117K -8,641 -20%
NL
37
NWAM LLC
Washington
$472K -$13.8K -1,018 -3%
NWMP
38
Noble Wealth Management PBC
Colorado
$428K +$56.3K +4,140 +15%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$416K +$13.2K +968 +3%
SA
40
Sovran Advisors
California
$397K -$1.55K -114 -0.4%
EFG
41
Elm3 Financial Group
Georgia
$378K -$9.52K -700 -2%
Truist Financial
42
Truist Financial
North Carolina
$377K
SPC
43
Sigma Planning Corp
Michigan
$375K -$7.84K -577 -2%
AWM
44
Apollon Wealth Management
South Carolina
$372K
SA
45
Sanctuary Advisors
Indiana
$331K +$5.04K +371 +2%
PI
46
PFG Investments
New York
$330K +$938 +69 +0.3%
BPA
47
Beacon Pointe Advisors
California
$312K +$3.77K +277 +1%
AF
48
Allworth Financial
California
$312K +$2.34K +172 +0.7%
BAAM
49
Baker Avenue Asset Management
California
$303K +$7.75K +570 +3%
AAS
50
Avantax Advisory Services
Texas
$297K +$296K +21,744 New