PHK icon

PIMCO High Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
51
Belpointe Asset Management
Nevada
$125K – – –
IPWA
52
International Private Wealth Advisors
California
$120K +$3.19K +657 +3%
KAS
53
KPP Advisory Services
Kentucky
$119K – – –
SWM
54
Spire Wealth Management
Virginia
$118K +$53 +11 +0%
SC
55
Scotia Capital
Ontario, Canada
$114K – – –
SWP
56
Stratos Wealth Partners
Ohio
$113K +$6.7K +1,382 +7%
MWP
57
Madison Wealth Partners
Wisconsin
$107K -$8.49K -1,750 -8%
WWM
58
WT Wealth Management
Arizona
$106K – – –
WJWM
59
Williams Jones Wealth Management
New York
$106K – – –
CWM
60
Centric Wealth Management
Illinois
$106K +$102K +21,016 New
BMCM
61
Bryn Mawr Capital Management
Pennsylvania
$105K – – –
1WA
62
180 Wealth Advisors
Washington
$105K – – –
CCG
63
Ceeto Capital Group
Florida
$101K – – –
HF
64
HRT Financial
New York
$100K +$97.3K +20,052 New
VFG
65
Valley Financial Group
Pennsylvania
$99.3K – – –
Fifth Third Bancorp
66
Fifth Third Bancorp
Ohio
$99.1K +$96.1K +19,816 New
ZIG
67
Zuckerman Investment Group
Illinois
$90K – – –
SA
68
Sanctuary Advisors
Indiana
$86.5K +$83.9K +17,300 New
Mariner
69
Mariner
Kansas
$86.3K -$94.5K -19,487 -53%
LSA
70
Lion Street Advisors
Texas
$82.9K – – –
WWMSC
71
Wagner Wealth Management (South Carolina)
South Carolina
$81.5K -$6.89K -1,420 -8%
HighTower Advisors
72
HighTower Advisors
Illinois
$75K +$72.2K +14,886 New
RJT
73
Raymond James Trust
Florida
$75K – – –
AAS
74
Ameritas Advisory Services
Nebraska
$70.1K +$1.83K +378 +3%
BRWA
75
B. Riley Wealth Advisors
Florida
$69.5K +$204 +42 +0.3%