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PIMCO Corporate & Income Opportunity Fund
PTY

Name Holding Trade Value Shares
Change 		Change in
Stake
MLFP
76
MPS Loria Financial Planners
Illinois
$63K +$58.7K +4,051 New
FANJ
77
Financial Architects (New Jersey)
New Jersey
$60K +$13.8K +950 +32%
MA
78
Modus Advisors
Minnesota
$56K +$52.1K +3,595 New
DTIM
79
Danda Trouve Investment Management
Kansas
$42K +$623 +43 +2%
THWM
80
Taylor Hoffman Wealth Management
Virginia
$40K +$37K +2,556 New
RFA
81
Reilly Financial Advisors
California
$32K – – –
MRCM
82
M&R Capital Management
New Jersey
$31K – – –
NSIM
83
North Star Investment Management
Illinois
$31K – – –
PAM
84
Panagora Asset Management
Massachusetts
$26K – – –
SL
85
Savior LLC
Massachusetts
$25K +$638 +44 +3%
CAC
86
Certified Advisory Corp
Florida
$25K +$23.8K +1,644 New
FHA
87
Flagship Harbor Advisors
Massachusetts
$24K +$21.5K +1,484 +2,248%
HI
88
Hoey Investments
Pennsylvania
$19K – – –
TH
89
TCTC Holdings
Texas
$16K +$14.5K +1,000 New
HWA
90
Heritage Wealth Advisors
Virginia
$15.2K +$14.2K +980 New
BCWM
91
Bartlett & Co Wealth Management
Ohio
$12.6K +$11.6K +800 New
BC
92
Bartlett & Co
Ohio
$12K +$11.6K +800 New
CFGS
93
Concourse Financial Group Securities
Alabama
$9K -$16.8M -1,160,043 -100%
CHA
94
Carmichael Hill & Associates
Maryland
$9K – – –
HGWM
95
Harvest Group Wealth Management
Massachusetts
$9K – – –
PGAM
96
Princeton Global Asset Management
New Jersey
$7K -$14 -1 -0.2%
AA
97
AlphaMark Advisors
Kentucky
$2K – – –
SCA
98
Stonebridge Capital Advisors
Minnesota
$2K – – –
DOA
99
D'Orazio & Associates
Virginia
$2K +$58 +4 +3%
MSFP
100
Mark Sheptoff Financial Planning
Connecticut
$1K – – –
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