We are live on ! Find out more
PTY icon

PIMCO Corporate & Income Opportunity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
76
Boreal Capital Management
Florida
$670K
SA
77
Sovran Advisors
California
$669K -$1.15K -90 -0.2%
HI
78
Harbour Investments
Wisconsin
$657K +$395K +31,005 +132%
AA
79
Advisory Advocates
Michigan
$651K +$540K +42,399 +367%
MWM
80
Mindset Wealth Management
Indiana
$625K +$318K +25,000 +93%
GL
81
GHE LLC
Tennessee
$620K -$50.9K -4,000 -7%
HCM
82
Hollencrest Capital Management
California
$561K
WE
83
Wealth Effects
Massachusetts
$559K +$590K +46,380 New
AWA
84
Arkadios Wealth Advisors
Georgia
$554K +$74.6K +5,862 +15%
DWM
85
Diversify Wealth Management
Utah
$549K -$15.2K -1,191 -3%
AIA
86
Accelerate Investment Advisors
California
$536K +$201K +15,802 +55%
NL
87
NWAM LLC
Washington
$528K +$20.4K +1,601 +4%
SPC
88
Sigma Planning Corp
Michigan
$516K -$31.3K -2,456 -5%
Rockefeller Capital Management
89
Rockefeller Capital Management
New York
$498K +$100K +7,863 +24%
CL
90
Choreo LLC
Illinois
$480K +$274K +21,557 +120%
EFG
91
Everest Financial Group
Minnesota
$479K +$507K +39,822 New
NAS
92
NWF Advisory Services
California
$475K +$45.7K +3,592 +10%
VF
93
Virtu Financial
New York
$467K +$493K +38,745 New
PTC
94
Private Trust Company
Ohio
$451K
RWM
95
RMG Wealth Management
Wisconsin
$437K +$462K +36,308 New
QL
96
Quarry LP
New York
$415K +$438K +34,426 New
DFA
97
Delta Financial Advisors
Louisiana
$415K -$24.8K -1,950 -5%
IWM
98
IHT Wealth Management
Illinois
$406K +$428K +33,651 New
AWM
99
Avior Wealth Management
Nebraska
$399K
CAL
100
Capital Analysts LLC
Pennsylvania
$397K +$16.6K +1,301 +4%