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PHK

PIMCO High Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LFA
26
Livelsberger Financial Advisory
Ohio
$620K -$84K -17,070 -12%
KWM
27
Kingsview Wealth Management
Oregon
$466K +$13.7K +2,775 +3%
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
$436K +$12K +2,435 +3%
AWS
29
Atria Wealth Solutions
New York
$405K -$11.9K -2,424 -3%
PI
30
PFG Investments
New York
$295K +$294K +59,790 New
LSA
31
Lion Street Advisors
Texas
$244K
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$233K +$65K +13,211 +39%
ICMP
33
Integrated Capital Management (Pennsylvania)
Pennsylvania
$220K +$19K +3,866 +9%
MC
34
Moors & Cabot
Massachusetts
$206K
SF
35
Synovus Financial
Georgia
$203K +$27.6K +5,613 +16%
SA
36
SFI Advisors
New Jersey
$198K
CA
37
CoreCap Advisors
Michigan
$192K +$12.5K +2,539 +7%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$187K +$27.9K +5,674 +18%
FFA
39
Founders Financial Alliance
North Carolina
$187K -$81.1K -16,474 -30%
CPSC
40
Carl P. Sherr & Co
Massachusetts
$182K
GLA
41
Good Life Advisors
Pennsylvania
$174K -$24.1K -4,894 -12%
Mercer Global Advisors
42
Mercer Global Advisors
Colorado
$173K +$172K +35,030 New
BMCM
43
Bryn Mawr Capital Management
Pennsylvania
$168K
Stifel Financial
44
Stifel Financial
Missouri
$162K -$3.2K -650 -2%
KAS
45
KPP Advisory Services
Kentucky
$154K +$154K +31,235 New
SBIA
46
Sheaff Brock Investment Advisors
Indiana
$147K
RJA
47
Raymond James & Associates
Florida
$139K +$2.05K +417 +2%
MML Investors Services
48
MML Investors Services
Massachusetts
$136K -$34.4K -6,977 -20%
IFG
49
Independent Financial Group
California
$131K -$56.6K -11,500 -30%
TWP
50
Tempus Wealth Planning
California
$126K -$12K -2,439 -9%