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PCN

PIMCO Corporate & Income Strategy Fund
PCN

Name Holding Trade Value Shares
Change 		Change in
Stake
MAS
101
MPWM Advisory Solutions
Georgia
$41.8K +$41.6K +3,500 New
BFPW
102
BOK Financial Private Wealth
Colorado
$41.2K – – –
IWC
103
Integrated Wealth Concepts
Massachusetts
$31.9K +$31.7K +2,666 New
HIA
104
Harbor Investment Advisory
Maryland
$24.7K – – –
HCM
105
Hollencrest Capital Management
California
$21.9K – – –
HI
106
Harbour Investments
Wisconsin
$21.6K -$1.38K -116 -6%
PP
107
PFS Partners
New Jersey
$17.9K – – –
AIM
108
Axiom Investment Management
New York
$14.3K – – –
CA
109
Clearstead Advisors
Ohio
$13.8K – – –
FIA
110
FNY Investment Advisers
New York
$11K – – –
SWP
111
Strategic Wealth Partners
Ohio
$9.56K – – –
TF
112
Tompkins Financial
New York
$8.71K – – –
SIC
113
Salem Investment Counselors
North Carolina
$8.44K +$8.31K +700 New
HWP
114
Highline Wealth Partners
California
$5.97K – – –
SWM
115
Spire Wealth Management
Virginia
$5.97K – – –
TCM
116
Triumph Capital Management
Colorado
$4.78K – – –
SWM
117
SHP Wealth Management
Massachusetts
$1.5K +$1.03K +87 +229%
JWA
118
JFS Wealth Advisors
Pennsylvania
$845 +$831 +70 New
KFG
119
Kingdom Financial Group
Arizona
$9 – – –
TSS
120
Two Sigma Securities
New York
– -$228K -19,166 Closed
BTI
121
Blue Trust Inc
Georgia
– -$152K -12,744 Closed
IAS
122
Integrity Advisory Solutions
Texas
– -$125K -10,499 Closed
SC
123
Shay Capital
New York
– -$119K -10,000 Closed
TWC
124
TD Waterhouse Canada
Ontario, Canada
– -$108K -9,000 Closed
ASN
125
Advisory Services Network
Georgia
– -$40.1K -3,371 Closed
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