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PIMCO Corporate & Income Opportunity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
HCM
76
Hollencrest Capital Management
California
$619K
IF
77
Integrity Financial
Wyoming
$596K -$26.5K -1,883 -4%
MWP
78
Madison Wealth Partners
Wisconsin
$590K +$18.8K +1,335 +3%
DFA
79
Delta Financial Advisors
Louisiana
$569K +$555K +39,425 New
Wealth Enhancement Advisory Services
80
Wealth Enhancement Advisory Services
Minnesota
$568K -$106K -7,539 -16%
SPC
81
Sigma Planning Corp
Michigan
$551K -$56.8K -4,037 -10%
NL
82
NWAM LLC
Washington
$544K -$28.1K -1,995 -5%
RWM
83
RMG Wealth Management
Wisconsin
$534K +$294K +20,909 +109%
Rockefeller Capital Management
84
Rockefeller Capital Management
New York
$501K -$549 -39 -0.1%
PTC
85
Private Trust Company
Ohio
$492K +$282K +20,000 +142%
MSG
86
Main Street Group
Virginia
$484K +$9.86K +700 +2%
AWM
87
Avior Wealth Management
Nebraska
$478K -$10.1K -720 -2%
WWM
88
Western Wealth Management
Colorado
$467K -$16.8K -1,193 -4%
BAM
89
Belpointe Asset Management
Nevada
$463K +$311K +22,069 +221%
SS
90
Sunbelt Securities
Texas
$457K +$76.5K +5,436 +21%
RDWM
91
Red Door Wealth Management
Tennessee
$435K
OCM
92
Objective Capital Management
Ohio
$434K +$49.5K +3,515 +13%
CWM
93
Collaborative Wealth Management
Florida
$431K
Millennium Management
94
Millennium Management
New York
$429K -$202K -14,367 -33%
Lido Advisors
95
Lido Advisors
California
$425K +$10.5K +746 +3%
CSP
96
Cary Street Partners
Virginia
$422K +$411K +29,200 New
KWM
97
Kingsview Wealth Management
Oregon
$420K +$126K +8,965 +45%
BRWA
98
B. Riley Wealth Advisors
Florida
$416K +$39.3K +2,791 +11%
TA
99
TPG Advisors
Illinois
$415K +$37.1K +2,637 +10%
ACP
100
Argyle Capital Partners
California
$402K