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PHK

PIMCO High Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WJWM
76
Williams Jones Wealth Management
New York
$98.3K
CCG
77
Ceeto Capital Group
Florida
$94K
TSS
78
Two Sigma Securities
New York
$88.1K -$148K -30,635 -62%
BFM
79
Boothbay Fund Management
New York
$87.4K +$91.3K +18,874 New
IAS
80
Integrity Advisory Solutions
Texas
$81.9K +$4.12K +852 +5%
SWM
81
Steinberganna Wealth Management
New York
$80.8K -$7.33K -1,516 -8%
WWMSC
82
Wagner Wealth Management (South Carolina)
South Carolina
$75.5K
SC
83
Scotia Capital
Ontario, Canada
$73.4K
SWM
84
Spire Wealth Management
Virginia
$69.1K
IA
85
Integrity Alliance
Iowa
$68.4K -$52.2K -10,790 -42%
BRWA
86
B. Riley Wealth Advisors
Florida
$67K +$247 +51 +0.3%
SFP
87
Strategic Financial Partners
Oregon
$66K +$1.58K +327 +2%
MWP
88
Madison Wealth Partners
Wisconsin
$64.6K
BCM
89
Boreal Capital Management
Florida
$61.5K -$63.6K -13,148 Closed
KAS
90
KPP Advisory Services
Kentucky
$60.9K -$9.16K -1,895 -13%
GT
91
Glenview Trust
Kentucky
$60.2K
SPIA
92
Steward Partners Investment Advisory
New York
$59.1K -$13.1K -2,700 -17%
JF
93
Jump Financial
Illinois
$57.4K +$60K +12,400 New
RWB
94
RMR Wealth Builders
New Jersey
$54.3K -$5.02K -1,038 -8%
CIBC World Market
95
CIBC World Market
Ontario, Canada
$54.3K
ACM
96
Anfield Capital Management
California
$52.8K
KIM
97
Kane Investment Management
California
$52.8K -$156K -32,354 -74%
Principal Financial Group
98
Principal Financial Group
Iowa
$52.2K -$1.85K -382 -3%
BMCM
99
Bryn Mawr Capital Management
Pennsylvania
$52.2K -$5.45K -1,128 -9%
SDAM
100
Shulman DeMeo Asset Management
New York
$50K -$2.81K -582 -5%