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PIMCO Corporate & Income Opportunity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
IWN
101
Independent Wealth Network
Iowa
$156K +$145K +11,147 New
RIA
102
Realta Investment Advisors
Delaware
$155K -$1.31K -101 -0.9%
Davenport & Co
103
Davenport & Co
Virginia
$152K +$1.73K +133 +1%
TA
104
TFB Advisors
Kansas
$146K +$136K +10,463 New
Belpointe Asset Management
105
Belpointe Asset Management
Nevada
$140K -$86.5K -6,671 -40%
SignatureFD
106
SignatureFD
Georgia
$140K – – –
PTC
107
Private Trust Company
Ohio
$138K -$11.3K -874 -8%
SWA
108
Sutton Wealth Advisors
Florida
$135K – – –
BONH
109
Bank of New Hampshire
New Hampshire
$123K – – –
Carson Wealth (CWM LLC)
110
Carson Wealth (CWM LLC)
Nebraska
$120K +$14.3K +1,103 +15%
Bessemer Group
111
Bessemer Group
New Jersey
$108K +$99.9K +7,700 New
IFP Advisors
112
IFP Advisors
Florida
$105K +$77.8K +6,000 +400%
JMF
113
Johnson Midwest Financial
Iowa
$95.6K +$324 +25 +0.4%
HIA
114
Harbor Investment Advisory
Maryland
$85.5K – – –
US Bancorp
115
US Bancorp
Minnesota
$82.6K -$13.6K -1,047 -15%
SS
116
Sunbelt Securities
Texas
$70.8K – – –
Allworth Financial
117
Allworth Financial
California
$70K – – –
FWM
118
Focused Wealth Management
New York
$63.3K – – –
AA
119
AlphaMark Advisors
Kentucky
$61K +$1.22K +94 +2%
Harbour Investments
120
Harbour Investments
Wisconsin
$57.7K +$53.4K +4,120 New
FIA
121
FNY Investment Advisers
New York
$44K – – –
IGWM
122
ICA Group Wealth Management
Colorado
$39.9K – – –
Geneos Wealth Management
123
Geneos Wealth Management
Colorado
$35.1K – – –
VCM
124
Versant Capital Management
Arizona
$35K – – –
BOK Financial
125
BOK Financial
Oklahoma
$32.4K +$30K +2,315 New