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PIMCO Corporate & Income Opportunity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
DAS
26
Dynamic Advisor Solutions
Arizona
$2.53M -$374K -28,826 -14%
GSEP
27
Golden State Equity Partners
California
$2.45M +$2.27M +175,048 New
Stifel Financial
28
Stifel Financial
Missouri
$1.96M +$62.3K +4,805 +4%
KAS
29
Kestra Advisory Services
Texas
$1.91M +$698K +53,811 +65%
MML Investors Services
30
MML Investors Services
Massachusetts
$1.71M +$103K +7,979 +7%
PFA
31
Plotkin Financial Advisors
Maryland
$1.69M +$551K +42,497 +54%
IFG
32
Independent Financial Group
California
$1.55M +$58.7K +4,525 +4%
UBS Group
33
UBS Group
Switzerland
$1.32M -$182K -14,067 -13%
M&T Bank
34
M&T Bank
New York
$1.3M +$54.8K +4,225 +5%
EWA
35
Exencial Wealth Advisors
Oklahoma
$1.17M -$52.6K -4,056 -5%
CWM
36
C2C Wealth Management
Arizona
$1.06M +$272 +21 +0%
PA
37
Parallel Advisors
California
$1.04M
RJA
38
Raymond James & Associates
Florida
$1.01M +$148K +11,397 +19%
IAIM
39
International Assets Investment Management
Florida
$979K +$962K +74,147 New
BPA
40
Beacon Pointe Advisors
California
$900K -$102K -7,851 -11%
NA
41
NewEdge Advisors
Louisiana
$898K +$22.9K +1,763 +3%
CWM
42
Cornerstone Wealth Management
Missouri
$739K +$182 +14 +0%
CPRC
43
Consolidated Portfolio Review Corp
New York
$718K -$51.9K -4,003 -7%
Neuberger Berman Group
44
Neuberger Berman Group
New York
$717K
WWM
45
Western Wealth Management
Colorado
$654K +$38.9K +2,999 +7%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$647K
BWA
47
BDO Wealth Advisors
Florida
$641K -$25.4K -1,957 -4%
HCM
48
Hollencrest Capital Management
California
$634K
ASFA
49
All Season Financial Advisors
Colorado
$625K +$250K +19,276 +76%
VCP
50
Verus Capital Partners
Arizona
$624K -$5.93K -457 -1%