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PIMCO Corporate & Income Opportunity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BFS
101
Bard Financial Services
Connecticut
$132K
PTC
102
Private Trust Company
Ohio
$129K +$18.8K +1,510 +16%
Northern Trust
103
Northern Trust
Illinois
$123K -$23.6K -1,890 -16%
RPCA
104
Running Point Capital Advisors
California
$120K
S
105
SignatureFD
Georgia
$120K +$125K +10,000 New
SPIA
106
Steward Partners Investment Advisory
New York
$119K
SWA
107
Sutton Wealth Advisors
Florida
$116K
BONH
108
Bank of New Hampshire
New Hampshire
$105K
OIA
109
Optimum Investment Advisors
Illinois
$96.1K
JMF
110
Johnson Midwest Financial
Iowa
$81K +$437 +35 +0.5%
US Bancorp
111
US Bancorp
Minnesota
$77.8K
HIA
112
Harbor Investment Advisory
Maryland
$73.4K
BAM
113
Belpointe Asset Management
Nevada
$72K -$40.3K -3,229 -35%
BWL
114
Bogart Wealth LLC
Virginia
$67.7K +$474 +38 +0.7%
AF
115
Allworth Financial
California
$67K +$7.25K +581 +12%
FWM
116
Focused Wealth Management
New York
$54.3K
AA
117
AlphaMark Advisors
Kentucky
$47K +$10.9K +873 +29%
Carson Wealth (CWM LLC)
118
Carson Wealth (CWM LLC)
Nebraska
$46K +$4.68K +375 +11%
DIP
119
DT Investment Partners
Pennsylvania
$45.1K +$46.8K +3,753 New
JWM
120
Janiczek Wealth Management
Colorado
$39.8K +$38.1K +3,056 New
FIA
121
FNY Investment Advisers
New York
$38K
IGWM
122
ICA Group Wealth Management
Colorado
$34.2K +$35.5K +2,847 New
AF
123
Advisornet Financial
Minnesota
$31.2K +$4.99K +400 +18%
GWM
124
Geneos Wealth Management
Colorado
$30.1K -$9.36K -750 -23%
VCM
125
Versant Capital Management
Arizona
$30K