We are live on ! Find out more
PFL

PIMCO Income Strategy Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SRC
26
Shufro Rose & Co
New York
$347K
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$338K -$6.12K -652 -2%
DADC
28
D.A. Davidson & Co
Montana
$334K
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$323K +$16.1K +1,716 +5%
MWA
30
Moser Wealth Advisors
Washington
$231K +$1.88K +200 +0.8%
KWM
31
Kingsview Wealth Management
Oregon
$207K -$628K -66,903 -74%
APA
32
American Portfolios Advisors
New York
$179K
IFG
33
Independent Financial Group
California
$176K +$74K +7,886 +67%
LP
34
Lloyd Park
Illinois
$171K +$177K +18,825 New
KAS
35
Kestra Advisory Services
Texas
$162K -$11K -1,168 -6%
KOMWMG
36
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$142K +$149K +15,838 New
TWC
37
TD Waterhouse Canada
Ontario, Canada
$119K
OIA
38
OneDigital Investment Advisors
Kansas
$114K +$119K +12,640 New
CA
39
CoreCap Advisors
Michigan
$110K -$24.2K -2,575 -17%
VHAM
40
Van Hulzen Asset Management
California
$108K +$9.38K +1,000 +9%
RJA
41
Raymond James & Associates
Florida
$104K -$70.2K -7,485 -39%
Stifel Financial
42
Stifel Financial
Missouri
$100K -$666 -71 -0.6%
ASN
43
Advisory Services Network
Georgia
$97K +$101K +10,742 New
AWM
44
AE Wealth Management
Kansas
$96K +$100K +10,697 New
Nomura Holdings
45
Nomura Holdings
Japan
$90K +$93.8K +10,000 New
BFEC
46
Benjamin F. Edwards & Company
Missouri
$87K -$2.66K -284 -3%
AWM
47
Activest Wealth Management
Florida
$77K
PFGIA
48
Patriot Financial Group Insurance Agency
Massachusetts
$53K
CT
49
Caldwell Trust
Florida
$27K
US Bancorp
50
US Bancorp
Minnesota
$21K