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PIMCO Corporate & Income Opportunity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
GSEP
26
Golden State Equity Partners
California
$2.59M +$2.59M +181,316 New
Stifel Financial
27
Stifel Financial
Missouri
$1.99M +$85K +5,944 +4%
PS
28
Principal Securities
Iowa
$1.9M +$142K +9,945 +8%
PFA
29
Plotkin Financial Advisors
Maryland
$1.64M -$28.9K -2,024 -2%
AC
30
Avestar Capital
New York
$1.59M +$225K +15,700 +16%
M&T Bank
31
M&T Bank
New York
$1.58M +$95.1K +6,650 +6%
IFG
32
Independent Financial Group
California
$1.56M +$545K +38,136 +54%
RJA
33
Raymond James & Associates
Florida
$1.48M +$79.9K +5,589 +6%
PA
34
Parallel Advisors
California
$1.44M +$99.9K +6,986 +7%
CFA
35
Cahill Financial Advisors
Minnesota
$1.31M -$215K -15,046 -14%
CAM
36
Covenant Asset Management
New Jersey
$1.26M +$95.6K +6,685 +8%
UBS Group
37
UBS Group
Switzerland
$1.08M -$12.2K -856 -1%
CWM
38
C2C Wealth Management
Arizona
$1.06M
SIC
39
Samalin Investment Counsel
New York
$1.02M +$20.6K +1,441 +2%
OIA
40
OneDigital Investment Advisors
Kansas
$995K +$725K +50,665 +269%
CWM
41
Cornerstone Wealth Management
Missouri
$967K +$5.95K +416 +0.6%
EWA
42
Exencial Wealth Advisors
Oklahoma
$944K -$228K -15,925 -19%
NA
43
NewEdge Advisors
Louisiana
$845K +$161K +11,280 +24%
BPA
44
Beacon Pointe Advisors
California
$763K -$57.7K -4,034 -7%
Mariner
45
Mariner
Kansas
$742K +$463K +32,403 +166%
CA
46
Cresta Advisors
Texas
$740K +$572K +40,000 +342%
SA
47
Sanctuary Advisors
Indiana
$729K +$738K +51,622 New
Neuberger Berman Group
48
Neuberger Berman Group
New York
$719K
AWS
49
Atria Wealth Solutions
New York
$710K -$63.4K -4,431 -8%
HCM
50
Hollencrest Capital Management
California
$690K +$2.86K +200 +0.4%