We are live on ! Find out more
PTY icon

PIMCO Corporate & Income Opportunity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AIP
76
Ahrens Investment Partners
Louisiana
$253K -$311K -15,600 -53%
WAAG
77
Wealth Alliance Advisory Group
Kansas
$244K
CCC
78
Crescent Capital Consulting
Louisiana
$240K +$4.99K +250 +2%
FFWM
79
Future Financial Wealth Management
Ohio
$228K
WB
80
Webster Bank
Connecticut
$228K
Mercer Global Advisors
81
Mercer Global Advisors
Colorado
$220K +$239K +12,004 New
FFA
82
First Foundation Advisors
California
$213K -$135K -6,777 -37%
TWM
83
Triton Wealth Management
Arizona
$210K -$12.4K -620 -5%
SEP
84
Southland Equity Partners
Missouri
$209K
SW
85
SteelPeak Wealth
California
$205K
CA
86
Cetera Advisors
Colorado
$202K +$18.6K +935 +9%
BFS
87
Bard Financial Services
Connecticut
$201K
AAS
88
Avantax Advisory Services
Texas
$194K +$212K +10,637 New
US Bancorp
89
US Bancorp
Minnesota
$192K -$953K -47,767 -82%
VWA
90
V Wealth Advisors
Kansas
$189K -$26.1K -1,308 -11%
OC
91
Oppenheimer & Co
New York
$184K +$200K +10,042 New
GWM
92
Geneos Wealth Management
Colorado
$173K +$85K +4,263 +82%
Rockefeller Capital Management
93
Rockefeller Capital Management
New York
$166K -$3.23K -162 -2%
HIA
94
Harbor Investment Advisory
Maryland
$112K
JMF
95
Johnson Midwest Financial
Iowa
$97K +$279 +14 +0.3%
NFG
96
Next Financial Group
Texas
$95K +$87.8K +4,403 +552%
AF
97
Allworth Financial
California
$91K
OIA
98
Optimum Investment Advisors
Illinois
$91K
FWM
99
Focused Wealth Management
New York
$83K
BCWM
100
Bartlett & Co Wealth Management
Ohio
$81.9K -$16K -800 -15%