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PFL

PIMCO Income Strategy Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
76
Strategic Wealth Partners
Ohio
$11.4K
CAM
77
Costello Asset Management
Pennsylvania
$9.76K +$291 +37 +3%
AssetMark Inc
78
AssetMark Inc
California
$8.67K
Fifth Third Bancorp
79
Fifth Third Bancorp
Ohio
$5.75K
FIA
80
FNY Investment Advisers
New York
$3K
Rockefeller Capital Management
81
Rockefeller Capital Management
New York
$1.41K
FFA
82
Farther Finance Advisors
California
$1.14K +$31 +4 +3%
NWA
83
Navis Wealth Advisors
New York
-$549K -68,651 Closed
KWM
84
Kingsview Wealth Management
Oregon
-$152K -18,951 Closed
Mariner
85
Mariner
Kansas
-$91K -11,376 Closed
IAS
86
Integrity Advisory Solutions
Texas
-$86.4K -10,803 Closed
SWP
87
Semus Wealth Partners
Florida
-$81.2K -10,149 Closed
SC
88
Shay Capital
New York
-$80.8K -10,100 Closed
CPA
89
Clear Point Advisors
New York
-$294K -5,642 Closed
GSEP
90
Golden State Equity Partners
California
-$20K -2,500 Closed
CT
91
Caldwell Trust
Florida
-$12K -1,500 Closed
FFL
92
Financial Freedom LLC
Ohio
-$7.43K -929 Closed
ASN
93
Advisory Services Network
Georgia
-$5.18K -648 Closed
Jones Financial Companies
94
Jones Financial Companies
Missouri
-$4.9K -635 Closed
AF
95
Advisornet Financial
Minnesota
-$4.08K -510 Closed
GIA
96
GHP Investment Advisors
Colorado
-$4K -500 Closed
KFI
97
Key Financial Inc
Pennsylvania
-$3.9K -488 Closed
OCM
98
Osbon Capital Management
Massachusetts
-$2.61K -326 Closed