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PFL

PIMCO Income Strategy Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SA
26
Sanctuary Advisors
Indiana
$339K +$9.29K +1,101 +3%
KAS
27
Kestra Advisory Services
Texas
$283K +$158K +18,780 +130%
GWM
28
Geneos Wealth Management
Colorado
$281K -$9.53K -1,129 -3%
KWM
29
Kingsview Wealth Management
Oregon
$251K -$27.4K -3,242 -10%
Mariner
30
Mariner
Kansas
$245K -$12.3K -1,453 -5%
EFG
31
Elm3 Financial Group
Georgia
$236K -$1.18K -140 -0.5%
TWC
32
TD Waterhouse Canada
Ontario, Canada
$211K
SWP
33
Stratos Wealth Partners
Ohio
$204K +$5.75K +681 +3%
SG
34
StoneX Group
New York
$197K -$21.2K -2,508 -10%
SRC
35
Shufro Rose & Co
New York
$194K
AIA
36
Armor Investment Advisors
North Carolina
$188K
PI
37
PFG Investments
New York
$183K
CPRC
38
Consolidated Portfolio Review Corp
New York
$170K -$18.5K -2,195 -10%
WWM
39
Western Wealth Management
Colorado
$168K -$6.78K -803 -4%
Lido Advisors
40
Lido Advisors
California
$162K -$10K -1,185 -6%
WIM
41
WealthPlan Investment Management
Nebraska
$155K +$4.37K +518 +3%
AG
42
AmeriFlex Group
Nevada
$152K +$75.4K +8,939 +100%
UBS Group
43
UBS Group
Switzerland
$151K +$2.26K +268 +2%
SFS
44
Sowell Financial Services
Arkansas
$142K
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$141K +$11.9K +1,410 +9%
DADC
46
D.A. Davidson & Co
Montana
$139K +$42.7K +5,063 +45%
EW
47
Element Wealth
Mississippi
$135K +$346 +41 +0.3%
TF
48
Tudor Financial
Ohio
$134K +$354 +42 +0.3%
Jane Street
49
Jane Street
New York
$131K -$59.3K -7,025 -31%
SF
50
Synovus Financial
Georgia
$129K -$270K -32,053 -68%