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PIMCO High Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
126
Strategic Wealth Partners
Ohio
$3.76K – – –
SWM
127
SHP Wealth Management
Massachusetts
$1.8K – – –
KFI
128
Key Financial Inc
Pennsylvania
$602 – – –
RIL
129
Rothschild Investment LLC
Illinois
$583 – – –
BIM
130
Bullseye Investment Management
Ohio
$463 – – –
ASN
131
Advisory Services Network
Georgia
$463 +$484 +100 New
HIA
132
Harbor Investment Advisory
Maryland
$227 – – –
NP
133
Nilsine Partners
Colorado
– -$832K -171,108 Closed
TI
134
TrueMark Investments
Illinois
– -$388K -79,784 Closed
FFA
135
Founders Financial Alliance
North Carolina
– -$358K -73,759 Closed
PFA
136
Presper Financial Architects
Ohio
– -$353K -72,543 Closed
JWCA
137
J.W. Cole Advisors
Florida
– -$259K -55,391 Closed
BAM
138
Belpointe Asset Management
Nevada
– -$138K -28,425 Closed
SG
139
StoneX Group
New York
– -$125K -25,814 Closed
Wealth Enhancement Advisory Services
140
Wealth Enhancement Advisory Services
Minnesota
– -$85.5K -17,379 Closed
BWM
141
Base Wealth Management
Florida
– -$54.4K -11,178 Closed
PAG
142
Private Advisor Group
New Jersey
– -$51K -10,500 Closed
ZIG
143
Zullo Investment Group
Pennsylvania
– -$49.1K -10,100 Closed
Rockefeller Capital Management
144
Rockefeller Capital Management
New York
– -$21.3K -4,387 Closed
KG
145
Kilter Group
New York
– -$13.4K -2,749 Closed
TRCT
146
Tower Research Capital (TRC)
New York
– -$7.99K -1,643 Closed
EP
147
Essential Partners
California
– -$306 -63 Closed