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PFL

PIMCO Income Strategy Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$411K +$11K +886 +3%
BRWA
27
B. Riley Wealth Advisors
Florida
$337K -$241K -19,461 -42%
UBS Group
28
UBS Group
Switzerland
$322K +$74.8K +6,038 +31%
MWA
29
Moser Wealth Advisors
Washington
$298K +$1.71K +138 +0.6%
APA
30
American Portfolios Advisors
New York
$266K -$2.28K -184 -0.9%
KAS
31
Kestra Advisory Services
Texas
$233K +$3.52K +284 +2%
Ameriprise
32
Ameriprise
Minnesota
$224K +$79.8K +6,448 +58%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$215K +$34.1K +2,758 +20%
Citigroup
34
Citigroup
New York
$214K +$55.9K +4,517 +37%
UCFA
35
United Capital Financial Advisors
Texas
$181K +$929 +75 +0.5%
VF
36
Virtu Financial
New York
$163K +$159K +12,823 New
VHAM
37
Van Hulzen Asset Management
California
$140K
SF
38
Synovus Financial
Georgia
$138K -$40K -3,227 -23%
SPC
39
Sigma Planning Corp
Michigan
$133K +$130K +10,464 New
BFEC
40
Benjamin F. Edwards & Company
Missouri
$126K
AWM
41
Activest Wealth Management
Florida
$110K +$106K +8,600 New
PFGIA
42
Patriot Financial Group Insurance Agency
Massachusetts
$86K
CT
43
Caldwell Trust
Florida
$38.3K
US Bancorp
44
US Bancorp
Minnesota
$30K
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$27K
HI
46
Harbour Investments
Wisconsin
$26K -$12.4K -1,000 -33%
HFA
47
Hoover Financial Advisors
Pennsylvania
$14K +$13.6K +1,095 New
SWM
48
Spire Wealth Management
Virginia
$9K +$8.67K +700 New
KFI
49
Key Financial Inc
Pennsylvania
$6K
SWM
50
Selective Wealth Management
Virginia
$2K