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PFL

PIMCO Income Strategy Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MWA
26
Moser Wealth Advisors
Washington
$244K +$1.57K +156 +0.7%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$240K +$36.9K +3,661 +19%
KAS
28
Kestra Advisory Services
Texas
$215K +$214K +21,254 New
GA
29
Greytown Advisors
Florida
$196K +$194K +19,200 New
RJFSA
30
Raymond James Financial Services Advisors
Florida
$195K +$83.9K +8,319 +76%
Ameriprise
31
Ameriprise
Minnesota
$144K +$908 +90 +0.6%
SF
32
Synovus Financial
Georgia
$139K +$1.94K +192 +1%
APA
33
American Portfolios Advisors
New York
$130K
WIA
34
World Investment Advisors
California
$128K
Citigroup
35
Citigroup
New York
$120K +$12.2K +1,205 +11%
RJA
36
Raymond James & Associates
Florida
$114K -$1.96K -194 -2%
CWM
37
Connecticut Wealth Management
Connecticut
$112K +$111K +11,025 New
VHAM
38
Van Hulzen Asset Management
California
$111K
IWC
39
Integrated Wealth Concepts
Massachusetts
$103K +$103K +10,176 New
BFEC
40
Benjamin F. Edwards & Company
Missouri
$100K +$76.6K +7,600 +332%
PFGIA
41
Patriot Financial Group Insurance Agency
Massachusetts
$68K
SFS
42
Sowell Financial Services
Arkansas
$66K -$29.7K -2,942 -31%
CT
43
Caldwell Trust
Florida
$30.4K
US Bancorp
44
US Bancorp
Minnesota
$23K
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$22K -$23.4K -2,319 -51%
CG
46
Cutler Group
California
$20K
S
47
SignatureFD
Georgia
$10K +$10.2K +1,007 New
TPWA
48
TRUE Private Wealth Advisors
Oregon
$9K
ASN
49
Advisory Services Network
Georgia
$9K +$8.9K +883 New
F
50
F3Logic
Minnesota
$5.61K -$48.2K -4,779 -0.9%