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PIMCO Corporate & Income Opportunity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
DADC
51
D.A. Davidson & Co
Montana
$285K +$44.2K +2,473 +18%
UR
52
USCA RIA
Texas
$277K -$20.3K -1,137 -7%
Stifel Financial
53
Stifel Financial
Missouri
$276K -$91.6K -5,119 -25%
FFA
54
First Foundation Advisors
California
$272K -$59K -3,300 -18%
CW
55
Cobiz Wealth
Colorado
$227K
LCM
56
Lucas Capital Management
New Jersey
$220K
WAAG
57
Wealth Alliance Advisory Group
Kansas
$220K
Fiera Capital (Canada)
58
Fiera Capital (Canada)
Quebec, Canada
$217K +$590 +33 +0.3%
GIP
59
Granite Investment Partners
California
$214K +$4.6K +257 +2%
MYIA
60
Mount Yale Investment Advisors
Colorado
$208K
THWM
61
Taylor Hoffman Wealth Management
Virginia
$205K
FWM
62
Focused Wealth Management
New York
$205K +$572 +32 +0.3%
William Blair & Company
63
William Blair & Company
Illinois
$201K +$201K +11,240 New
RFA
64
Reilly Financial Advisors
California
$197K -$49.2K -2,752 -20%
NCM
65
Northwest Capital Management
Oregon
$196K -$13.3K -743 -6%
CIA
66
CCM Investment Advisers
South Carolina
$187K
CF
67
Copperwynd Financial
Arizona
$182K +$3.2K +179 +2%
BAM
68
Bruderman Asset Management
New York
$152K +$1.13K +63 +0.7%
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$138K
MWM
70
Mascoma Wealth Management
New Hampshire
$97K +$97.2K +5,436 New
Citigroup
71
Citigroup
New York
$96K -$35.8K -2,000 -27%
IP
72
Investment Partners
Ohio
$95K
GWM
73
Geneos Wealth Management
Colorado
$93K +$42K +2,350 +81%
AF
74
Allworth Financial
California
$89K
WTB
75
Washington Trust Bank
Washington
$79K -$79.3K -4,433 -50%