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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
$286K
IFG
27
Independent Financial Group
California
$247K +$69.8K +10,328 +36%
SBIA
28
Sheaff Brock Investment Advisors
Indiana
$244K
Barclays
29
Barclays
United Kingdom
$243K
AF
30
Advisornet Financial
Minnesota
$243K +$6.76K +1,000 +3%
BWA
31
BDO Wealth Advisors
Florida
$234K -$24.4K -3,604 -9%
MML Investors Services
32
MML Investors Services
Massachusetts
$233K +$47.6K +7,036 +23%
CCG
33
Ceeto Capital Group
Florida
$221K -$127K -18,850 -35%
SF
34
Synovus Financial
Georgia
$220K
Millennium Management
35
Millennium Management
New York
$203K +$219K +32,378 New
SWP
36
Stratos Wealth Partners
Ohio
$187K
ICMP
37
Integrated Capital Management (Pennsylvania)
Pennsylvania
$186K +$36.1K +5,340 +22%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$181K +$3.2K +474 +2%
TWP
39
Tempus Wealth Planning
California
$176K
KAS
40
Kestra Advisory Services
Texas
$176K +$26.3K +3,884 +16%
UCFA
41
United Capital Financial Advisors
Texas
$172K
KPWS
42
Kestra Private Wealth Services
Texas
$169K -$20.3K -3,000 -10%
NFG
43
Next Financial Group
Texas
$164K +$103K +15,207 +140%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$155K -$56.5K -8,354 -25%
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$152K
SWM
46
Spire Wealth Management
Virginia
$149K +$74 +11 +0%
AWM
47
AE Wealth Management
Kansas
$143K -$676 -100 -0.4%
AWA
48
Arkadios Wealth Advisors
Georgia
$142K +$10.8K +1,600 +8%
MWM
49
Meridian Wealth Management
Kentucky
$141K +$152K +22,467 New
Wells Fargo
50
Wells Fargo
California
$135K -$38.5K -5,697 -21%