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PIMCO Corporate & Income Opportunity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CCWA
26
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.18M +$2.16M +151,374 New
PS
27
Principal Securities
Iowa
$2.16M +$252K +17,604 +13%
Stifel Financial
28
Stifel Financial
Missouri
$1.9M -$95.2K -6,661 -5%
M&T Bank
29
M&T Bank
New York
$1.82M +$231K +16,180 +15%
PFA
30
Plotkin Financial Advisors
Maryland
$1.71M +$56.3K +3,941 +3%
IFG
31
Independent Financial Group
California
$1.61M +$40.3K +2,817 +3%
RJA
32
Raymond James & Associates
Florida
$1.57M +$83.2K +5,823 +6%
CAM
33
Covenant Asset Management
New Jersey
$1.45M +$179K +12,519 +14%
PA
34
Parallel Advisors
California
$1.45M -$14 -1 -0%
OCM
35
Orleans Capital Management
Louisiana
$1.44M +$1.43M +100,370 New
NA
36
NewEdge Advisors
Louisiana
$1.4M +$545K +38,132 +65%
CFA
37
Cahill Financial Advisors
Minnesota
$1.26M -$61.4K -4,294 -5%
Financial Engines Advisors
38
Financial Engines Advisors
California
$1.21M +$1.19M +83,438 New
EH
39
Equitable Holdings
New York
$1.19M +$645K +45,104 +121%
SIC
40
Samalin Investment Counsel
New York
$1.13M +$103K +7,227 +10%
PWM
41
Prosperity Wealth Management
California
$1.08M +$481K +33,627 +81%
UBS Group
42
UBS Group
Switzerland
$1.05M -$35.8K -2,505 -3%
OIA
43
OneDigital Investment Advisors
Kansas
$1.01M +$11.4K +800 +1%
CWM
44
C2C Wealth Management
Arizona
$1M -$68.9K -4,825 -7%
CWM
45
Cornerstone Wealth Management
Missouri
$955K -$17.3K -1,213 -2%
Millennium Management
46
Millennium Management
New York
$943K +$937K +65,542 New
EWA
47
Exencial Wealth Advisors
Oklahoma
$935K -$14.4K -1,007 -2%
SA
48
Sanctuary Advisors
Indiana
$795K +$37.5K +2,621 +5%
Mariner
49
Mariner
Kansas
$756K +$9.72K +680 +1%
MWM
50
Mindset Wealth Management
Indiana
$745K +$740K +51,785 New