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Pimco California Municipal Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$239K – – –
DTC
27
Davidson Trust Company
Washington
$231K -$102K -11,300 -30%
NG
28
Norden Group
Utah
$221K – – –
TC
29
TownSquare Capital
Utah
$221K – – –
Citadel Advisors
30
Citadel Advisors
Florida
$218K -$29.9K -3,304 -12%
Integrated Wealth Concepts
31
Integrated Wealth Concepts
Massachusetts
$195K +$254 +28 +0.1%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$185K -$24.5K -2,700 -11%
Saba Capital Management
33
Saba Capital Management
New York
$148K +$906 +100 +0.6%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$139K – – –
Wells Fargo
35
Wells Fargo
California
$131K -$17.4K -1,916 -11%
Atria Wealth Solutions
36
Atria Wealth Solutions
New York
$125K +$6.88K +760 +6%
ACA
37
Ackerman Capital Advisors
Texas
$122K +$125K +13,750 New
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$106K +$108K +11,954 New
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$105K – – –
NFA
40
Northwest Financial Advisors
Virginia
$95.5K – – –
MAI Capital Management
41
MAI Capital Management
Ohio
$45.1K – – –
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$18K – – –
HCM
43
Hollencrest Capital Management
California
$14.4K – – –
Capital Analysts LLC
44
Capital Analysts LLC
Pennsylvania
$13K -$17.2K -1,904 -56%
Farther Finance Advisors
45
Farther Finance Advisors
California
$9.97K +$10.1K +1,114 New
BBPWM
46
Blue Bell Private Wealth Management
Pennsylvania
$8.05K – – –
FIA
47
FNY Investment Advisers
New York
$1K – – –
Comerica Bank
48
Comerica Bank
Texas
$478 +$489 +54 New
Nomura Holdings
49
Nomura Holdings
Japan
– -$271K -30,000 Closed
Goldman Sachs
50
Goldman Sachs
New York
– -$127K -14,055 Closed