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PHK

PIMCO High Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
51
Spire Wealth Management
Virginia
$138K -$30.9K -5,228 -18%
WWM
52
WT Wealth Management
Arizona
$121K
OIA
53
OneDigital Investment Advisors
Kansas
$119K -$41.3K -7,000 -25%
MWM
54
Meridian Wealth Management
Kentucky
$116K -$37.5K -6,352 -24%
PPW
55
Pasadena Private Wealth
California
$110K +$112K +18,997 New
CA
56
Cetera Advisors
Colorado
$109K +$47 +8 +0%
Fisher Asset Management
57
Fisher Asset Management
Washington
$108K +$110K +18,670 New
RFC
58
Regions Financial Corp
Alabama
$105K +$107K +18,205 New
1WA
59
180 Wealth Advisors
Washington
$102K
IAIM
60
International Assets Investment Management
Florida
$98K
TC
61
TownSquare Capital
Utah
$96K
MOS
62
MGO One Seven
Ohio
$95K
REMPR
63
Roof Eidam Maycock Peralta (REMP)
California
$90K
Baird Financial Group
64
Baird Financial Group
Wisconsin
$89K
GIA
65
Gladstone Institutional Advisory
Florida
$89K +$17.7K +3,000 +24%
AWM
66
AE Wealth Management
Kansas
$85K -$44.8K -7,589 -34%
KPWS
67
Kestra Private Wealth Services
Texas
$84K -$73.8K -12,500 -46%
SDAM
68
Shulman DeMeo Asset Management
New York
$82K -$1.75K -297 -2%
IFWM
69
Institute for Wealth Management
Colorado
$78K -$3.11K -527 -4%
AWA
70
Arkadios Wealth Advisors
Georgia
$77K -$57.5K -9,750 -42%
MCC
71
Money Concepts Capital
Florida
$75K +$76.9K +13,032 New
CCA
72
Clearwater Capital Advisors
Illinois
$74K +$75.4K +12,777 New
WP
73
WMS Partners
Maryland
$73K
AAS
74
Ameritas Advisory Services
Nebraska
$71K +$1.79K +304 +3%
BRWA
75
B. Riley Wealth Advisors
Florida
$63K +$1.27K +215 +2%