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PIMCO Corporate & Income Opportunity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LNC
76
Lincoln National Corp
Pennsylvania
$271K -$1.28K -72 -0.4%
WT
77
Whittier Trust
California
$263K
ASN
78
Advisory Services Network
Georgia
$237K -$70.1K -3,939 -22%
SA
79
SFI Advisors
New Jersey
$233K +$247K +13,868 New
WAAG
80
Wealth Alliance Advisory Group
Kansas
$221K
CCC
81
Crescent Capital Consulting
Louisiana
$221K +$4.61K +259 +2%
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$219K -$971K -54,584 -81%
UCFA
83
United Capital Financial Advisors
Texas
$210K -$115K -6,456 -34%
WB
84
Webster Bank
Connecticut
$206K
FFWM
85
Future Financial Wealth Management
Ohio
$201K +$8.9K +500 +4%
Nomura Holdings
86
Nomura Holdings
Japan
$198K +$214K +12,000 New
CFG
87
Cooper Financial Group
California
$196K +$211K +11,878 New
FFA
88
First Foundation Advisors
California
$192K
AAS
89
Avantax Advisory Services
Texas
$191K +$16K +898 +8%
SEP
90
Southland Equity Partners
Missouri
$189K
TWM
91
Triton Wealth Management
Arizona
$183K -$5K -281 -2%
BRWA
92
B. Riley Wealth Advisors
Florida
$183K +$196K +11,019 New
SW
93
SteelPeak Wealth
California
$182K -$3.56K -200 -2%
BFS
94
Bard Financial Services
Connecticut
$182K
US Bancorp
95
US Bancorp
Minnesota
$169K -$5.34K -300 -3%
BL
96
Balentine LLC
Georgia
$165K +$178K +10,000 New
Rockefeller Capital Management
97
Rockefeller Capital Management
New York
$159K +$9.25K +520 +6%
GWM
98
Geneos Wealth Management
Colorado
$146K -$11.2K -628 -7%
BAM
99
Belpointe Asset Management
Nevada
$140K +$151K +8,485 New
SPIA
100
Steward Partners Investment Advisory
New York
$135K +$146K +8,182 New