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PIMCO High Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
26
Baird Financial Group
Wisconsin
$740K -$1.36K -270 -0.2%
Rathbones Group
27
Rathbones Group
United Kingdom
$639K – – –
SA
28
SFI Advisors
New Jersey
$610K +$136K +27,166 +28%
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$568K +$69.4K +13,815 +13%
Marex Group
30
Marex Group
$533K +$551K +109,680 New
Kingsview Wealth Management
31
Kingsview Wealth Management
Oregon
$493K +$13.2K +2,634 +3%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$475K -$11.1K -2,213 -2%
Wells Fargo
33
Wells Fargo
California
$429K +$375K +74,660 +550%
Avantax Advisory Services
34
Avantax Advisory Services
Texas
$428K +$189K +37,574 +74%
Atria Wealth Solutions
35
Atria Wealth Solutions
New York
$396K -$13.9K -2,773 -3%
ICMP
36
Integrated Capital Management (Pennsylvania)
Pennsylvania
$317K +$19.7K +3,921 +6%
FFA
37
Founders Financial Alliance
North Carolina
$315K +$11.9K +2,362 +4%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$287K +$2.02K +402 +0.7%
PI
39
PFG Investments
New York
$287K -$22K -4,371 -7%
Readystate Asset Management
40
Readystate Asset Management
Illinois
$267K +$276K +54,997 New
CP
41
Creekside Partners
California
$243K – – –
MML Investors Services
42
MML Investors Services
Massachusetts
$228K +$88.1K +17,532 +60%
MGO One Seven
43
MGO One Seven
Ohio
$201K -$5.73K -1,140 -3%
Stifel Financial
44
Stifel Financial
Missouri
$201K +$50.4K +10,036 +32%
CoreCap Advisors
45
CoreCap Advisors
Michigan
$193K +$4.09K +815 +2%
CPSC
46
Carl P. Sherr & Co
Massachusetts
$179K – – –
MC
47
Moors & Cabot
Massachusetts
$173K -$31.4K -6,250 -15%
Synovus Financial
48
Synovus Financial
Georgia
$172K – – –
Independent Advisor Alliance
49
Independent Advisor Alliance
North Carolina
$165K +$170K +33,896 New
IWM
50
Iams Wealth Management
Nebraska
$146K – – –