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PIMCO Corporate & Income Opportunity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
IA
126
IFP Advisors
Florida
$16K – – –
AWM
127
AllSquare Wealth Management
New York
$15K -$7.16K -500 -29%
HI
128
Hoey Investments
Pennsylvania
$15K – – –
AF
129
Advisornet Financial
Minnesota
$14K +$11.4K +800 +267%
SIS
130
Sound Income Strategies
Florida
$13K +$14.3K +1,000 New
CA
131
Crewe Advisors
Utah
$11K – – –
TF
132
Tompkins Financial
New York
$11K +$6.01K +420 +98%
PMFA
133
Plante Moran Financial Advisors
Michigan
$11K +$12K +840 New
TWM
134
Tradition Wealth Management
Minnesota
$9K – – –
SWA
135
SOA Wealth Advisors
New York
$8K – – –
FMP
136
Financial Management Professionals
Texas
$7K – – –
PGAM
137
Princeton Global Asset Management
New Jersey
$6K – – –
BWL
138
Bogart Wealth LLC
Virginia
$4K +$114 +8 +3%
BCMLT
139
Beacon Capital Management LLC (Tennessee)
Tennessee
$3K – – –
TCWM
140
Total Clarity Wealth Management
Illinois
$3K +$3.83K +268 New
UB
141
UMB Bank
Missouri
$2K – – –
MCC
142
Money Concepts Capital
Florida
$1K -$265K -18,541 -100%
MSFP
143
Mark Sheptoff Financial Planning
Connecticut
$1K – – –
SCA
144
Stonebridge Capital Advisors
Minnesota
$1K – – –
TFA
145
Toth Financial Advisory
Virginia
$1K – – –
LTI
146
Laffer Tengler Investments
Tennessee
$795 +$14 +1 +2%
Invesco
147
Invesco
Georgia
– -$11.5M -746,428 Closed
AWS
148
Atria Wealth Solutions
New York
– -$855K -55,282 Closed
HWA
149
HCR Wealth Advisors
California
– -$557K -36,284 Closed
CCA
150
Checchi Capital Advisers
California
– -$518K -33,764 Closed