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PIMCO Corporate & Income Opportunity Fund
PTY

Name Holding Trade Value Shares
Change 		Change in
Stake
AHIA
126
Andrew Hill Investment Advisors
Florida
$15K +$16.9K +947 New
BFEC
127
Benjamin F. Edwards & Company
Missouri
$14K – – –
TWA
128
TCI Wealth Advisors
Arizona
$14K – – –
TWM
129
Tradition Wealth Management
Minnesota
$12K – – –
CWS
130
Confluence Wealth Services
Pennsylvania
$12K +$13.8K +775 New
SWA
131
SOA Wealth Advisors
New York
$11K – – –
PGAM
132
Princeton Global Asset Management
New Jersey
$8K – – –
KCM
133
KRS Capital Management
Michigan
$8K +$8.9K +500 New
HI
134
Harbour Investments
Wisconsin
$7K -$570K -32,017 -99%
AA
135
Addison Advisors
Vermont
$5K – – –
BWL
136
Bogart Wealth LLC
Virginia
$5K +$107 +6 +2%
OF
137
Outfitter Financial
Maine
$5K +$5.34K +300 New
HNWAG
138
High Net Worth Advisory Group
Florida
$4K +$3.9K +219 New
VNA
139
Valley National Advisers
Pennsylvania
$3K – – –
TFA
140
Toth Financial Advisory
Virginia
$2K -$1.92K -108 -49%
SCA
141
Stonebridge Capital Advisors
Minnesota
$2K – – –
WFS
142
Widmann Financial Services
Maryland
$2K +$3.11K +175 New
LTI
143
Laffer Tengler Investments
Tennessee
$1.01K +$18 +1 +2%
MSFP
144
Mark Sheptoff Financial Planning
Connecticut
$1K – – –
TNAM
145
Terra Nova Asset Management
New York
– -$1.74M -95,184 Closed
FFN
146
Focus Financial Network
Minnesota
– -$1.58M -86,007 Closed
ACM
147
Ascendant Capital Management
California
– -$1.33M -73,000 Closed
APW
148
Aurora Private Wealth
New Jersey
– -$1.28M -69,763 Closed
RWA
149
Redhawk Wealth Advisors
Minnesota
– -$367K -20,077 Closed
GI
150
Gradient Investments
Minnesota
– -$268K -14,650 Closed
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