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PIMCO Corporate & Income Opportunity Fund
PTY

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
126
CoreCap Advisors
Michigan
$29.7K +$30.8K +2,470 New
WB
127
Webster Bank
Connecticut
$26K – – –
BCWM
128
Bartlett & Co Wealth Management
Ohio
$24.3K -$30.6K -2,450 -55%
MRCM
129
M&R Capital Management
New Jersey
$24K – – –
BC
130
Bartlett & Co
Ohio
$24K -$30.6K -2,450 -55%
TWA
131
TCI Wealth Advisors
Arizona
$22K +$21.2K +1,700 +1,328%
PFC
132
Phocas Financial Corp
California
$17.2K +$17.9K +1,436 New
SC
133
SouthState Corp
Florida
$16.7K – – –
GRP
134
Global Retirement Partners
California
$15.5K +$16K +1,279 +14,211%
AWM
135
AllSquare Wealth Management
New York
$14.4K – – –
SWM
136
Sanctuary Wealth Management
Idaho
$12K +$12.5K +1,000 New
CA
137
Crewe Advisors
Utah
$10.2K – – –
TF
138
Tompkins Financial
New York
$10K – – –
RCM
139
Raleigh Capital Management
North Carolina
$9.13K +$9.48K +760 New
MFT
140
Moisand Fitzgerald Tamayo
Florida
$8.95K +$9.29K +745 New
SWA
141
SOA Wealth Advisors
New York
$8.41K – – –
TWM
142
Tradition Wealth Management
Minnesota
$7K +$6.83K +547 New
BAAM
143
Baker Avenue Asset Management
California
$6K +$6.24K +500 New
PGAM
144
Princeton Global Asset Management
New Jersey
$6K – – –
HI
145
Harbour Investments
Wisconsin
$4.8K -$240K -19,269 -98%
SCA
146
Stonebridge Capital Advisors
Minnesota
$4.8K +$3.74K +300 +300%
BCMLT
147
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.22K – – –
PAG
148
Private Advisor Group
New Jersey
$2.06K +$287K +22,975 +15%
CAS
149
Coppell Advisory Solutions
Texas
$2.02K +$2.1K +168 New
CASC
150
Coppell Advisory Solutions Corp
Texas
$2.02K +$2.1K +168 New
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