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PIMCO Corporate & Income Opportunity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
26
BDO Wealth Advisors
Florida
$1.21M -$72K -4,676 -6%
PFA
27
Plotkin Financial Advisors
Maryland
$1.11M -$95.2K -6,184 -8%
CF
28
Centaurus Financial
California
$1.02M +$69.3K +4,500 +7%
HWM
29
HB Wealth Management
Georgia
$961K +$237K +15,366 +33%
M&T Bank
30
M&T Bank
New York
$918K -$26.4K -1,715 -3%
IAIM
31
International Assets Investment Management
Florida
$914K +$35K +2,274 +4%
CWM
32
Cornerstone Wealth Management
Missouri
$906K -$11.1K -723 -1%
CWM
33
C2C Wealth Management
Arizona
$899K +$27.7K +1,800 +3%
AWS
34
Atria Wealth Solutions
New York
$855K +$851K +55,282 New
Wells Fargo
35
Wells Fargo
California
$780K -$64.6K -4,198 -8%
GC
36
Guggenheim Capital
Illinois
$744K +$746K +48,476 New
VCP
37
Verus Capital Partners
Arizona
$736K +$778K +50,510 New
SPC
38
Sigma Planning Corp
Michigan
$684K +$86.6K +5,623 +14%
HCM
39
Hollencrest Capital Management
California
$683K
NA
40
NewEdge Advisors
Louisiana
$683K +$13.7K +889 +2%
SWM
41
Spire Wealth Management
Virginia
$682K -$42.1K -2,736 -6%
SWP
42
Stratos Wealth Partners
Ohio
$671K -$67.6K -4,388 -9%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$665K +$463K +30,045 +228%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$628K -$345K -22,381 -35%
Creative Planning
45
Creative Planning
Kansas
$622K -$74.4K -4,835 -11%
IFG
46
Independent Financial Group
California
$600K -$83.9K -5,447 -12%
Neuberger Berman Group
47
Neuberger Berman Group
New York
$571K
HWA
48
HCR Wealth Advisors
California
$557K -$40.8K -2,648 -7%
CAM
49
Covenant Asset Management
New Jersey
$556K
CCA
50
Checchi Capital Advisers
California
$518K +$520K +33,764 New