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PIMCO Corporate & Income Strategy Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SVWAG
76
Sound View Wealth Advisors Group
Georgia
$155K – – –
BlackRock
77
BlackRock
New York
$144K +$145K +11,253 New
UFA
78
Uptown Financial Advisors
Texas
$141K +$142K +11,050 New
Nomura Holdings
79
Nomura Holdings
Japan
$138K +$139K +10,850 New
MML Investors Services
80
MML Investors Services
Massachusetts
$138K -$15.2K -1,181 -10%
WAP
81
Wealthcare Advisory Partners
Pennsylvania
$133K +$134K +10,407 New
CWM
82
Collaborative Wealth Management
Florida
$129K – – –
BF
83
Benchmark Financial
Delaware
$128K +$129K +10,000 New
KFGK
84
Keystone Financial Group (Kentucky)
Kentucky
$128K +$129K +10,000 New
MWM
85
Maimon Wealth Management
Israel
$128K +$129K +10,000 New
Comerica Bank
86
Comerica Bank
Texas
$126K +$27.9K +2,171 +28%
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$111K -$44.1K -3,433 -28%
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$106K – – –
CIBC Private Wealth Group
89
CIBC Private Wealth Group
Georgia
$97.7K – – –
NS
90
NBC Securities
Alabama
$90.6K – – –
FFA
91
Farther Finance Advisors
California
$86.7K +$7.54K +587 +9%
CA
92
CoreCap Advisors
Michigan
$67.1K – – –
FHA
93
Flagship Harbor Advisors
Massachusetts
$55.8K +$56.2K +4,370 New
AUB
94
Atlantic Union Bankshares
Virginia
$54.9K – – –
WSFS
95
Wilmington Savings Fund Society
Delaware
$53.5K +$25.7K +2,000 +91%
BFPW
96
BOK Financial Private Wealth
Colorado
$43.9K – – –
Fifth Third Bancorp
97
Fifth Third Bancorp
Ohio
$38.3K – – –
HIA
98
Harbor Investment Advisory
Maryland
$26.4K – – –
VWWMG
99
Vermillion & White Wealth Management Group
Pennsylvania
$25.5K +$25.7K +2,000 New
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$24K +$23.7K +1,845 New