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PHK

PIMCO High Income Fund
PHK

Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
51
Tempus Wealth Planning
California
$132K – – –
SFS
52
Shaker Financial Services
Virginia
$132K +$133K +27,552 New
WWMSC
53
Wagner Wealth Management (South Carolina)
South Carolina
$129K -$481 -100 -0.4%
AWA
54
Arkadios Wealth Advisors
Georgia
$127K – – –
BWA
55
BDO Wealth Advisors
Florida
$124K -$9.53K -1,980 -7%
IAIM
56
International Assets Investment Management
Florida
$120K +$51.6K +10,713 +73%
BRWA
57
B. Riley Wealth Advisors
Florida
$119K +$26.7K +5,551 +29%
RPCA
58
Running Point Capital Advisors
California
$118K – – –
SWA
59
Sutton Wealth Advisors
Florida
$117K – – –
CA
60
Cetera Advisors
Colorado
$112K -$17.1K -3,550 -13%
SWM
61
Spire Wealth Management
Virginia
$110K – – –
WWM
62
WT Wealth Management
Arizona
$98.8K – – –
MCC
63
Money Concepts Capital
Florida
$96.5K +$98.2K +20,411 New
1WA
64
180 Wealth Advisors
Washington
$91.4K – – –
UCFA
65
United Capital Financial Advisors
Texas
$85.8K +$178 +37 +0.2%
TC
66
TownSquare Capital
Utah
$78.5K – – –
REMPR
67
Roof Eidam Maycock Peralta (REMP)
California
$73.4K – – –
GIA
68
Gladstone Institutional Advisory
Florida
$72.4K +$5 +1 +0%
RJT
69
Raymond James Trust
Florida
$71K – – –
MWM
70
Meridian Wealth Management
Kentucky
$65.4K +$6.91K +1,435 +12%
SDAM
71
Shulman DeMeo Asset Management
New York
$64.1K -$274 -57 -0.4%
OIA
72
OneDigital Investment Advisors
Kansas
$63.1K -$35.2K -7,311 -35%
MOS
73
MGO One Seven
Ohio
$60.3K – – –
AAS
74
Ameritas Advisory Services
Nebraska
$58.3K +$1.85K +384 +3%
PTP
75
Platform Technology Partners
New York
$58.2K +$59.2K +12,303 New
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