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PHK

PIMCO High Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CSIC
26
Clifford Swan Investment Counsel
California
$300K
BWA
27
BDO Wealth Advisors
Florida
$281K +$263K +41,654 New
SBIA
28
Sheaff Brock Investment Advisors
Indiana
$261K
Barclays
29
Barclays
United Kingdom
$242K +$260K +41,331 New
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$236K -$1.43K -227 -0.6%
AF
31
Advisornet Financial
Minnesota
$223K +$72.5K +11,500 +53%
KPWS
32
Kestra Private Wealth Services
Texas
$201K -$24K -3,809 -11%
SWP
33
Stratos Wealth Partners
Ohio
$200K
UCFA
34
United Capital Financial Advisors
Texas
$200K +$33.4K +5,300 +22%
Wells Fargo
35
Wells Fargo
California
$198K -$21.8K -3,455 -11%
MML Investors Services
36
MML Investors Services
Massachusetts
$195K +$16.3K +2,586 +10%
SWM
37
Spire Wealth Management
Virginia
$195K +$182K +28,948 New
IFG
38
Independent Financial Group
California
$169K +$91.4K +14,500 +138%
Fifth Third Bancorp
39
Fifth Third Bancorp
Ohio
$163K +$3.18K +504 +2%
KAS
40
Kestra Advisory Services
Texas
$161K -$104K -16,438 -41%
ICMP
41
Integrated Capital Management (Pennsylvania)
Pennsylvania
$155K +$14.8K +2,347 +11%
BCA
42
Biltmore Capital Advisors
New Jersey
$155K +$18.9K +3,000 +15%
AWM
43
AE Wealth Management
Kansas
$153K +$55.1K +8,744 +63%
Bank of America
44
Bank of America
North Carolina
$149K -$34K -5,399 -20%
WWM
45
WT Wealth Management
Arizona
$141K +$132K +20,893 New
GIA
46
Gladstone Institutional Advisory
Florida
$133K -$1.81K -288 -1%
RA
47
RFG Advisory
Alabama
$121K
IFWM
48
Institute for Wealth Management
Colorado
$121K +$517 +82 +0.5%
TC
49
TownSquare Capital
Utah
$118K -$7.86K -1,247 -7%
AWA
50
Arkadios Wealth Advisors
Georgia
$118K +$27.1K +4,300 +32%