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PFL

PIMCO Income Strategy Fund

Name Holding Trade Value Shares
Change
Change in
Stake
EW
51
Element Wealth
Mississippi
$131K +$132 +16 +0.1%
TF
52
Tudor Financial
Ohio
$130K +$470 +57 +0.4%
Creative Planning
53
Creative Planning
Kansas
$128K
EC
54
Elequin Capital
New York
$128K +$121K +14,695 +2,293%
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$126K +$26.6K +3,230 +27%
KAS
56
Kestra Advisory Services
Texas
$121K +$21K +2,544 +21%
FAG
57
Fortitude Advisory Group
Washington
$116K
IA
58
Integrity Alliance
Iowa
$94.1K -$29.8K -3,609 -24%
DADC
59
D.A. Davidson & Co
Montana
$93.8K -$56.1K -6,800 -38%
AWM
60
Apollon Wealth Management
South Carolina
$93.4K -$480K -58,213 -84%
National Bank of Canada
61
National Bank of Canada
Quebec, Canada
$91.5K +$42.3K +5,127 +87%
SFC
62
Strategic Financial Concepts
Texas
$85.1K +$1.65K +200 +2%
AG
63
AmeriFlex Group
Nevada
$74.5K
CA
64
CoreCap Advisors
Michigan
$74.3K -$10.5K -1,275 -13%
ACM
65
Anfield Capital Management
California
$55.6K
AF
66
Allworth Financial
California
$34.2K +$33.8K +4,100 New
TSMHT
67
Thurston Springer Miller Herd & Titak
Indiana
$16.7K
CAM
68
Costello Asset Management
Pennsylvania
$15.3K +$264 +32 +2%
CT
69
Caldwell Trust
Florida
$12.5K
TCOV
70
Trust Company of Vermont
Vermont
$11.7K +$11.5K +1,400 New
SWP
71
Strategic Wealth Partners
Ohio
$10K +$9.89K +1,199 New
Comerica Bank
72
Comerica Bank
Texas
$6.09K
KFI
73
Key Financial Inc
Pennsylvania
$4.07K
FIA
74
FNY Investment Advisers
New York
$4K
HI
75
Harbour Investments
Wisconsin
$3.54K +$3.5K +425 New