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PIMCO Corporate & Income Opportunity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
VA
126
VestGen Advisors
Illinois
$233K
Creative Planning
127
Creative Planning
Kansas
$229K -$28.9K -2,406 -11%
GVAG
128
Great Valley Advisor Group
Delaware
$227K +$5.92K +493 +3%
IAS
129
Insigneo Advisory Services
Florida
$225K +$5.57K +464 +3%
AAM
130
Advisors Asset Management
Colorado
$219K +$213K +17,723 +3,545%
DADC
131
D.A. Davidson & Co
Montana
$219K +$4.64K +387 +2%
WAAG
132
Wealth Alliance Advisory Group
Kansas
$219K +$4.3K +358 +2%
PP
133
Patten & Patten
Tennessee
$216K +$6.2K +517 +3%
HAG
134
HighPoint Advisor Group
Illinois
$211K +$6.78K +565 +3%
VCP
135
Verus Capital Partners
Arizona
$204K -$27.2K -2,268 -12%
FBB
136
Fulton Breakefield Broenniman
Maryland
$201K
FFA
137
Farther Finance Advisors
California
$197K -$38.1K -3,174 -16%
BFM
138
Boothbay Fund Management
New York
$189K +$12K +996 +7%
IWC
139
Integrated Wealth Concepts
Massachusetts
$187K +$186K +15,539 New
ML
140
McAdam LLC
Pennsylvania
$184K
WBG
141
Wharton Business Group
Pennsylvania
$181K +$5.2K +433 +3%
DI
142
Disciplined Investments
Oklahoma
$180K
RG
143
Rathbones Group
United Kingdom
$180K
BFA
144
Beacon Financial Advisory
Ohio
$177K +$3.66K +305 +2%
MWP
145
Madison Wealth Partners
Wisconsin
$176K -$60K -5,000 -25%
IW
146
Instrumental Wealth
Florida
$175K +$15K +1,253 +9%
SC
147
Scotia Capital
Ontario, Canada
$172K +$14.2K +1,185 +9%
Corient Private Wealth
148
Corient Private Wealth
Florida
$170K +$170K +14,148 New
IAA
149
Independent Advisor Alliance
North Carolina
$170K -$4.29M -357,679 -96%
KWM
150
Kingsview Wealth Management
Oregon
$169K -$108K -9,037 -39%