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PIMCO Corporate & Income Opportunity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
VCM
126
Versant Capital Management
Arizona
$32.7K – – –
EWA
127
EverSource Wealth Advisors
Alabama
$28.8K – – –
WB
128
Webster Bank
Connecticut
$28.8K – – –
BCWM
129
Bartlett & Co Wealth Management
Ohio
$26.4K – – –
AF
130
Advisornet Financial
Minnesota
$26.1K – – –
MRCM
131
M&R Capital Management
New Jersey
$26.1K – – –
NCM
132
Northwest Capital Management
Oregon
$26.1K – – –
BC
133
Bartlett & Co
Ohio
$26K – – –
PGAM
134
Princeton Global Asset Management
New Jersey
$19.8K +$254 +18 +1%
SC
135
SouthState Corp
Florida
$18.2K – – –
AWM
136
AllSquare Wealth Management
New York
$15.7K – – –
FFA
137
Farther Finance Advisors
California
$13.7K +$14.8K +1,048 New
CA
138
Crewe Advisors
Utah
$11.1K – – –
TF
139
Tompkins Financial
New York
$11.1K – – –
RCM
140
Raleigh Capital Management
North Carolina
$11K – – –
MFT
141
Moisand Fitzgerald Tamayo
Florida
$9.74K – – –
SWA
142
SOA Wealth Advisors
New York
$9.15K – – –
Bessemer Group
143
Bessemer Group
New Jersey
$9K -$98.8K -7,000 -91%
TWM
144
Tradition Wealth Management
Minnesota
$7K – – –
BAAM
145
Baker Avenue Asset Management
California
$6.54K – – –
UB
146
UMB Bank
Missouri
$6.54K +$7.06K +500 New
Creative Planning
147
Creative Planning
Kansas
$4.05K -$232K -16,422 -98%
HGERS
148
Householder Group Estate & Retirement Specialist
Arizona
$3.03K +$3.27K +232 New
BCMLT
149
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.59K – – –
CAS
150
Coppell Advisory Solutions
Texas
$2.02K – – –