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PIMCO Corporate & Income Opportunity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PS
26
Principal Securities
Iowa
$1.82M +$89.1K +6,325 +5%
PFA
27
Plotkin Financial Advisors
Maryland
$1.74M -$11.6K -822 -0.7%
CFA
28
Cahill Financial Advisors
Minnesota
$1.59M -$1.12M -79,232 -43%
M&T Bank
29
M&T Bank
New York
$1.54M +$111K +7,900 +8%
RJA
30
Raymond James & Associates
Florida
$1.46M +$156K +11,091 +13%
AC
31
Avestar Capital
New York
$1.43M +$535K +38,000 +66%
PA
32
Parallel Advisors
California
$1.39M
CA
33
Cetera Advisors
Colorado
$1.3M +$830K +58,966 +210%
EWA
34
Exencial Wealth Advisors
Oklahoma
$1.22M -$50.7K -3,599 -4%
CAM
35
Covenant Asset Management
New Jersey
$1.21M +$313K +22,247 +38%
UBS Group
36
UBS Group
Switzerland
$1.14M -$55.4K -3,934 -5%
CWM
37
C2C Wealth Management
Arizona
$1.1M -$39.7K -2,821 -4%
IFG
38
Independent Financial Group
California
$1.05M -$130K -9,260 -12%
SIC
39
Samalin Investment Counsel
New York
$1.03M +$59.7K +4,241 +6%
CWM
40
Cornerstone Wealth Management
Missouri
$999K -$27.8K -1,975 -3%
MML Investors Services
41
MML Investors Services
Massachusetts
$999K -$668K -47,452 -41%
AWM
42
Avior Wealth Management
Nebraska
$929K -$2.84M -202,000 -76%
SBIA
43
Sheaff Brock Investment Advisors
Indiana
$901K +$410K +29,085 +92%
BPA
44
Beacon Pointe Advisors
California
$853K -$2.54K -180 -0.3%
AWS
45
Atria Wealth Solutions
New York
$804K +$5.87K +417 +0.8%
Neuberger Berman Group
46
Neuberger Berman Group
New York
$747K -$707K -50,210 -50%
DI
47
Disciplined Investments
Oklahoma
$744K +$704K +50,000 New
Truist Financial
48
Truist Financial
North Carolina
$715K -$5.42K -385 -0.8%
HCM
49
Hollencrest Capital Management
California
$714K +$141K +10,000 +26%
NA
50
NewEdge Advisors
Louisiana
$711K -$181K -12,820 -21%