We are live on ! Find out more
PHK

PIMCO High Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LOWM
51
Laurel Oak Wealth Management
New Jersey
$202K +$202K +41,622 New
MOS
52
MGO One Seven
Ohio
$201K
IFG
53
Independent Financial Group
California
$197K
Stifel Financial
54
Stifel Financial
Missouri
$194K -$25.1K -5,169 -11%
PFPG
55
Pinnacle Financial Partners (Georgia)
Georgia
$172K +$172K +35,395 New
BlackRock
56
BlackRock
New York
$164K +$148K +30,502 +936%
AF
57
Allworth Financial
California
$164K +$7.3K +1,500 +5%
IWM
58
Iams Wealth Management
Nebraska
$146K
CWM
59
Centric Wealth Management
Illinois
$140K +$3.28K +675 +2%
BAM
60
Belpointe Asset Management
Nevada
$138K +$41K +8,425 +42%
IPWA
61
International Private Wealth Advisors
California
$134K +$3.64K +748 +3%
SG
62
StoneX Group
New York
$125K +$126K +25,814 New
IA
63
Integrity Alliance
Iowa
$124K +$37.5K +7,707 +43%
WAP
64
Wealthcare Advisory Partners
Pennsylvania
$122K
MC
65
Moors & Cabot
Massachusetts
$119K +$19.5K +4,000 +20%
BCM
66
Brookstone Capital Management
Illinois
$114K +$3.46K +711 +3%
TWP
67
Tempus Wealth Planning
California
$110K -$3.39K -696 -3%
1WA
68
180 Wealth Advisors
Washington
$105K
SWP
69
Stratos Wealth Partners
Ohio
$103K
WJWM
70
Williams Jones Wealth Management
New York
$103K
AI
71
Atria Investments
North Carolina
$103K -$1.44K -295 -1%
ACI
72
Alpha Cubed Investments
California
$102K -$5.72K -1,175 -5%
CCG
73
Ceeto Capital Group
Florida
$98K
SWM
74
Steinberganna Wealth Management
New York
$92.2K +$326 +67 +0.4%
Wealth Enhancement Advisory Services
75
Wealth Enhancement Advisory Services
Minnesota
$85.5K -$89.9K -18,479 -52%