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PCN

PIMCO Corporate & Income Strategy Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
51
Avantax Advisory Services
Texas
$266K -$10.2K -807 -4%
RWM
52
RMG Wealth Management
Wisconsin
$263K +$266K +20,955 New
BPA
53
Beacon Pointe Advisors
California
$251K -$39.5K -3,116 -14%
Rockefeller Capital Management
54
Rockefeller Capital Management
New York
$246K
Focus Partners Wealth
55
Focus Partners Wealth
Massachusetts
$244K -$16.2K -1,277 -6%
Citigroup
56
Citigroup
New York
$241K +$241K +19,014 New
Stifel Financial
57
Stifel Financial
Missouri
$239K -$14K -1,105 -6%
DA
58
Detalus Advisors
Missouri
$236K
IFG
59
Independent Financial Group
California
$205K +$495 +39 +0.2%
OCM
60
Objective Capital Management
Ohio
$203K +$203K +16,000 New
PWM
61
Prosperity Wealth Management
California
$193K +$36.6K +2,885 +23%
FHC
62
First Heartland Consultants
Missouri
$187K
SFS
63
Symphony Financial Services
Ohio
$182K +$2.33K +184 +1%
MML Investors Services
64
MML Investors Services
Massachusetts
$180K +$22.8K +1,795 +14%
BlackRock
65
BlackRock
New York
$180K
BAAM
66
Baker Avenue Asset Management
California
$175K -$107K -8,417 -38%
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$172K -$6.93M -546,714 -98%
IWM
68
IHT Wealth Management
Illinois
$169K -$31.5K -2,483 -16%
SWP
69
Semus Wealth Partners
Florida
$167K -$4.72K -372 -3%
Creative Planning
70
Creative Planning
Kansas
$167K +$7.72K +609 +5%
JWCA
71
J.W. Cole Advisors
Florida
$163K
SPIA
72
Steward Partners Investment Advisory
New York
$156K +$156K +12,281 New
SSWM
73
Sheets Smith Wealth Management
North Carolina
$155K
SVWAG
74
Sound View Wealth Advisors Group
Georgia
$154K
SC
75
Savoie Capital
Illinois
$152K +$152K +12,000 New