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PFL

PIMCO Income Strategy Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SA
26
Sanctuary Advisors
Indiana
$323K +$5.87K +691 +2%
Wells Fargo
27
Wells Fargo
California
$277K +$22.2K +2,607 +9%
KWM
28
Kingsview Wealth Management
Oregon
$273K +$7.67K +902 +3%
SG
29
StoneX Group
New York
$268K +$8.92K +1,050 +4%
Mariner
30
Mariner
Kansas
$247K -$35.9K -4,228 -13%
MWA
31
Moser Wealth Advisors
Washington
$224K +$2.68K +315 +1%
TWC
32
TD Waterhouse Canada
Ontario, Canada
$221K +$8.5K +1,000 +4%
SIMG
33
Sonora Investment Management Group
Arizona
$216K
CPRC
34
Consolidated Portfolio Review Corp
New York
$202K +$7.99K +940 +4%
BlackRock
35
BlackRock
New York
$197K +$195K +22,952 New
SRC
36
Shufro Rose & Co
New York
$194K
AIA
37
Armor Investment Advisors
North Carolina
$190K
SWP
38
Stratos Wealth Partners
Ohio
$189K +$186K +21,921 New
EFG
39
Elm3 Financial Group
Georgia
$188K -$27.2K -3,198 -13%
PI
40
PFG Investments
New York
$185K +$183K +21,500 New
GWM
41
Geneos Wealth Management
Colorado
$179K +$60.2K +7,079 +51%
FAIM
42
Financial Advocates Investment Management
Washington
$177K -$20.7K -2,433 -11%
WWM
43
Western Wealth Management
Colorado
$175K -$6.16K -725 -3%
Lido Advisors
44
Lido Advisors
California
$174K
SWP
45
Semus Wealth Partners
Florida
$168K -$55.3K -6,509 -25%
DADC
46
D.A. Davidson & Co
Montana
$155K +$14.8K +1,740 +11%
UBS Group
47
UBS Group
Switzerland
$149K -$1.63K -192 -1%
WIM
48
WealthPlan Investment Management
Nebraska
$148K +$4.14K +487 +3%
SFS
49
Sowell Financial Services
Arkansas
$143K +$141K +16,641 New
EW
50
Element Wealth
Mississippi
$135K +$2.14K +252 +2%