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PCN

PIMCO Corporate & Income Strategy Fund
PCN

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
101
Hollencrest Capital Management
California
$23.4K – – –
PP
102
PFS Partners
New Jersey
$19.1K – – –
HI
103
Harbour Investments
Wisconsin
$16.1K -$11.6K -903 -42%
CA
104
Clearstead Advisors
Ohio
$14.7K -$7K -545 -32%
FIA
105
FNY Investment Advisers
New York
$12K – – –
SWP
106
Strategic Wealth Partners
Ohio
$10.2K – – –
TF
107
Tompkins Financial
New York
$9.3K +$9.37K +729 New
HWP
108
Highline Wealth Partners
California
$6.38K – – –
SWM
109
Spire Wealth Management
Virginia
$6.38K – – –
MWA
110
Medallion Wealth Advisors
Connecticut
$5.1K – – –
TCM
111
Triumph Capital Management
Colorado
$5.1K +$5.14K +400 New
SWM
112
SHP Wealth Management
Massachusetts
$4.37K +$4.41K +343 New
KFI
113
Key Financial Inc
Pennsylvania
$3.98K – – –
ADL
114
Asset Dedication LLC
California
$3.83K +$3.86K +300 New
GWSG
115
GPS Wealth Strategies Group
Colorado
$1.79K -$57.2K -4,450 -97%
WOSD
116
WFA of San Diego
California
$1.72K – – –
KFG
117
Kingdom Financial Group
Arizona
$9 +$13 +1 New
CPRC
118
Consolidated Portfolio Review Corp
New York
– -$3.74M -279,717 Closed
HF
119
HRT Financial
New York
– -$437K -32,683 Closed
OCM
120
Objective Capital Management
Ohio
– -$256K -19,145 Closed
BAAM
121
Baker Avenue Asset Management
California
– -$185K -13,792 Closed
EIP
122
Ellis Investment Partners
Pennsylvania
– -$174K -13,021 Closed
SSWM
123
Sheets Smith Wealth Management
North Carolina
– -$164K -12,250 Closed
SWP
124
Semus Wealth Partners
Florida
– -$136K -10,188 Closed
AAS
125
Ameritas Advisory Services
Nebraska
– -$42.3K -3,160 Closed
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