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PIMCO Corporate & Income Opportunity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
76
Creative Planning
Kansas
$233K -$313K -21,848 -54%
KWA
77
Kellett Wealth Advisors
Ohio
$228K -$14.3K -1,000 -5%
BWA
78
Beam Wealth Advisors
Louisiana
$220K -$18.3K -1,280 -7%
TA
79
TFG Advisers
Michigan
$219K +$2.52K +176 +1%
ASN
80
Advisory Services Network
Georgia
$218K
CWM
81
Collaborative Wealth Management
Florida
$212K +$243K +16,971 New
JF
82
Jump Financial
Illinois
$204K +$233K +16,300 New
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$203K +$186K +13,000 +407%
TA
84
TruWealth Advisors
Louisiana
$186K +$213K +14,906 New
IF
85
Integrity Financial
Wyoming
$185K +$38.1K +2,661 +22%
FFWM
86
Future Financial Wealth Management
Ohio
$184K
WAAG
87
Wealth Alliance Advisory Group
Kansas
$167K
TWM
88
Triton Wealth Management
Arizona
$157K
Bank of New York Mellon
89
Bank of New York Mellon
New York
$156K -$11.8K -825 -6%
AAS
90
Avantax Advisory Services
Texas
$154K +$11.2K +784 +7%
LNC
91
Lincoln National Corp
Pennsylvania
$148K -$36.2K -2,527 -18%
EWA
92
Exencial Wealth Advisors
Oklahoma
$144K +$165K +11,521 New
SEP
93
Southland Equity Partners
Missouri
$140K
BFS
94
Bard Financial Services
Connecticut
$137K
CCP
95
Carmel Capital Partners
California
$134K +$153K +10,699 New
CFA
96
Cahill Financial Advisors
Minnesota
$129K +$148K +10,323 New
US Bancorp
97
US Bancorp
Minnesota
$128K
VWA
98
V Wealth Advisors
Kansas
$128K +$146K +10,201 New
RPCA
99
Running Point Capital Advisors
California
$125K
SPIA
100
Steward Partners Investment Advisory
New York
$124K