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PIMCO Corporate & Income Opportunity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AF
126
Allworth Financial
California
$74.3K – – –
GRP
127
Global Retirement Partners
California
$60.3K +$21.3K +1,510 +59%
Carson Wealth (CWM LLC)
128
Carson Wealth (CWM LLC)
Nebraska
$53K +$521 +37 +1%
FIA
129
FNY Investment Advisers
New York
$47K – – –
IGWM
130
ICA Group Wealth Management
Colorado
$42.3K – – –
TAM
131
Tucker Asset Management
Colorado
$41.6K +$39.4K +2,797 New
VCM
132
Versant Capital Management
Arizona
$37.2K – – –
CA
133
Continuum Advisory
Idaho
$33.5K +$33.2K +2,358 New
WB
134
Webster Bank
Connecticut
$32.7K – – –
EWA
135
EverSource Wealth Advisors
Alabama
$31.5K – – –
JWA
136
JFS Wealth Advisors
Pennsylvania
$30.1K +$28.5K +2,026 New
NCM
137
Northwest Capital Management
Oregon
$29.7K – – –
MRCM
138
M&R Capital Management
New Jersey
$26.8K -$2.82K -200 -10%
CIBC Private Wealth Group
139
CIBC Private Wealth Group
Georgia
$24.2K +$22.8K +1,622 New
BWL
140
Bogart Wealth LLC
Virginia
$23.8K – – –
EWP
141
Elevation Wealth Partners
California
$21.4K – – –
SC
142
SouthState Corp
Florida
$20.7K – – –
AWM
143
AllSquare Wealth Management
New York
$17.8K – – –
PGAM
144
Princeton Global Asset Management
New Jersey
$16.2K +$380 +27 +3%
GWM
145
Geneos Wealth Management
Colorado
$15.6K -$20.6K -1,460 -58%
RCM
146
Raleigh Capital Management
North Carolina
$14K – – –
CA
147
Crewe Advisors
Utah
$12.6K – – –
TF
148
Tompkins Financial
New York
$12.6K – – –
HWA
149
Heritage Wealth Advisors
Virginia
$12.2K – – –
MFT
150
Moisand Fitzgerald Tamayo
Florida
$11.1K – – –