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PIMCO Corporate & Income Opportunity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AA
126
Addison Advisors
Vermont
$6K
JPLA
127
Joseph P. Lucia & Associates
New York
$6K
BWL
128
Bogart Wealth LLC
Virginia
$5K +$120 +6 +2%
TFA
129
Toth Financial Advisory
Virginia
$4K +$4.39K +220 New
VNA
130
Valley National Advisers
Pennsylvania
$3K
SCA
131
Stonebridge Capital Advisors
Minnesota
$2K
LTI
132
Laffer Tengler Investments
Tennessee
$1.1K +$1.2K +60 New
MSFP
133
Mark Sheptoff Financial Planning
Connecticut
$1K
TRCT
134
Tower Research Capital (TRC)
New York
$1K +$918 +46 New
Northern Trust
135
Northern Trust
Illinois
-$22K -112,998 Closed
FAIM
136
Financial Advocates Investment Management
Washington
-$702K -35,502 Closed
GWM
137
GSB Wealth Management
Connecticut
-$546K -27,570 Closed
Susquehanna International Group
138
Susquehanna International Group
Pennsylvania
-$501K -25,332 Closed
TSS
139
Two Sigma Securities
New York
-$204K -10,320 Closed
OIA
140
OneDigital Investment Advisors
Kansas
-$200K -10,111 Closed
BWM
141
BT Wealth Management
Georgia
-$198K -10,000 Closed
Citigroup
142
Citigroup
New York
-$137K -6,903 Closed
NFSG
143
Newbridge Financial Services Group
Florida
-$25K -1,261 Closed
PAM
144
Panagora Asset Management
Massachusetts
-$3K -141 Closed
Fidelity Investments
145
Fidelity Investments
Massachusetts
-$20 -1 -25%
TCWM
146
Total Clarity Wealth Management
Illinois
+$259 +13 New