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PIMCO Corporate & Income Opportunity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
51
AE Wealth Management
Kansas
$375K +$37K +2,790 +10%
DADC
52
D.A. Davidson & Co
Montana
$355K -$70.5K -5,325 -15%
Stifel Financial
53
Stifel Financial
Missouri
$319K +$2.35K +177 +0.7%
SWM
54
Spire Wealth Management
Virginia
$306K -$67.6K -5,100 -16%
SWP
55
Stratos Wealth Partners
Ohio
$301K -$196K -14,767 -37%
AFP
56
Ausdal Financial Partners
Iowa
$298K -$9.7K -732 -3%
CFA
57
Cahill Financial Advisors
Minnesota
$288K +$188K +14,178 +137%
IP
58
Investment Partners
Ohio
$279K +$314K +23,704 New
Truist Financial
59
Truist Financial
North Carolina
$270K +$46.3K +3,497 +18%
ASFA
60
All Season Financial Advisors
Colorado
$258K -$897K -67,691 -76%
CCP
61
Carmel Capital Partners
California
$253K +$144K +10,848 +101%
Mariner
62
Mariner
Kansas
$250K -$55.6K -4,199 -16%
CAPTRUST Financial Advisors
63
CAPTRUST Financial Advisors
North Carolina
$248K +$279K +21,068 New
HI
64
Harbour Investments
Wisconsin
$246K
SIC
65
Samalin Investment Counsel
New York
$237K +$18.4K +1,391 +7%
VF
66
Virtu Financial
New York
$237K +$268K +20,201 New
SA
67
SRH Advisors
Kansas
$235K
HighTower Advisors
68
HighTower Advisors
Illinois
$235K +$1.88K +142 +0.7%
GWM
69
GSB Wealth Management
Connecticut
$234K +$7.31K +552 +3%
OC
70
Oarsman Capital
Wisconsin
$225K +$1.39K +105 +0.6%
SA
71
SFI Advisors
New Jersey
$222K
GCP
72
Gill Capital Partners
Colorado
$220K
APA
73
American Portfolios Advisors
New York
$220K
Creative Planning
74
Creative Planning
Kansas
$217K -$2.86K -216 -1%
BWA
75
Beam Wealth Advisors
Louisiana
$212K +$6.24K +471 +3%