We are live on ! Find out more
PFN

PIMCO Income Strategy Fund II

Name Holding Trade Value Shares
Change
Change in
Stake
DADC
51
D.A. Davidson & Co
Montana
$238K
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$228K
AWS
53
Atria Wealth Solutions
New York
$225K -$18.9K -2,552 -8%
Vanguard Capital Wealth Advisors
54
Vanguard Capital Wealth Advisors
Colorado
$224K
SIMG
55
Sonora Investment Management Group
Arizona
$214K
WLPWM
56
Walled Lake Planning & Wealth Management
Illinois
$207K
ASN
57
Advisory Services Network
Georgia
$206K -$84.4K -11,367 -29%
SRC
58
Shufro Rose & Co
New York
$204K -$29.7K -4,000 -13%
RJFSA
59
Raymond James Financial Services Advisors
Florida
$202K -$81.4K -10,966 -29%
FA
60
Financial Alternatives
California
$201K -$56.1K -7,551 -22%
JWCA
61
J.W. Cole Advisors
Florida
$183K +$182K +24,489 New
FFN
62
Focus Financial Network
Minnesota
$178K
AAS
63
Ameritas Advisory Services
Nebraska
$177K +$178K +23,974 New
ACA
64
Aptus Capital Advisors
Alabama
$174K -$40.8K -5,494 -19%
SLFPAM
65
St. Louis Financial Planners Asset Management
Missouri
$168K -$364 -49 -0.2%
Lido Advisors
66
Lido Advisors
California
$148K -$91.1K -12,270 -38%
EWM
67
Edge Wealth Management
New York
$148K
SFS
68
Shaker Financial Services
Virginia
$146K -$3.3M -444,132 -96%
AAMC
69
Asset Allocation & Management Company
Illinois
$131K
FFA
70
First Foundation Advisors
California
$131K -$15.1K -2,034 -10%
HF
71
HRT Financial
New York
$124K +$124K +16,639 New
RJT
72
Raymond James Trust
Florida
$119K
WS
73
Wedbush Securities
California
$117K
JWBC
74
J.W. Burns & Co
New York
$116K +$4.46K +600 +4%
CFA
75
Capstone Financial Advisors
Illinois
$108K +$30.6K +4,126 +40%