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PIMCO Corporate & Income Opportunity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CHA
101
Carmichael Hill & Associates
Maryland
$10K
HGWM
102
Harvest Group Wealth Management
Massachusetts
$10K
DOA
103
D'Orazio & Associates
Virginia
$9K +$6.01K +379 +246%
PGAM
104
Princeton Global Asset Management
New Jersey
$8K +$16 +1 +0.2%
S
105
SignatureFD
Georgia
$8K +$7.92K +500 New
MSFP
106
Mark Sheptoff Financial Planning
Connecticut
$1K
TCOV
107
Trust Company of Vermont
Vermont
$1K +$523 +33 New
Cohen & Steers
108
Cohen & Steers
New York
-$1.24M -79,982 Closed
AWM
109
AE Wealth Management
Kansas
-$1.24M -79,923 Closed
SS
110
Simplicity Solutions
Minnesota
-$961K -61,968 Closed
Koshinski Asset Management
111
Koshinski Asset Management
Illinois
-$472K -30,447 Closed
Citadel Advisors
112
Citadel Advisors
Florida
-$195K -12,564 Closed
Truist Financial
113
Truist Financial
North Carolina
-$192K -12,327 Closed
WR
114
Watson Rebecca
-$84K -5,436 Closed
FANJ
115
Financial Architects (New Jersey)
New Jersey
-$60K -3,900 Closed
MA
116
Modus Advisors
Minnesota
-$56K -3,595 Closed
THWM
117
Taylor Hoffman Wealth Management
Virginia
-$40K -2,556 Closed
SCA
118
Stonebridge Capital Advisors
Minnesota
-$2K -100 Closed
Fidelity Investments
119
Fidelity Investments
Massachusetts
-$16 -1 -50%