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PIMCO Corporate & Income Opportunity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CG
126
CFO4Life Group
Texas
$163K
XT
127
XTX Topco
Cayman Islands
$162K -$62.4K -4,368 -28%
Wealth Enhancement Advisory Services
128
Wealth Enhancement Advisory Services
Minnesota
$160K -$2.1K -147 -1%
IFWM
129
Institute for Wealth Management
Colorado
$159K +$158K +11,075 New
TWC
130
TD Waterhouse Canada
Ontario, Canada
$159K
CA
131
Cornerstone Advisory
Maryland
$158K -$14.3K -1,000 -8%
VF
132
Virtu Financial
New York
$153K -$34.9K -2,444 -19%
IAA
133
Independent Advisor Alliance
North Carolina
$153K +$152K +10,608 New
PTC
134
Private Trust Company
Ohio
$152K
BFA
135
Beacon Financial Advisory
Ohio
$151K +$150K +10,511 New
LNWWM
136
Laird Norton Wetherby Wealth Management
California
$149K +$3.62K +253 +3%
SWP
137
Stratos Wealth Partners
Ohio
$145K +$143K +10,042 New
IAS
138
Insigneo Advisory Services
Florida
$144K
AA
139
AlphaMark Advisors
Kentucky
$116K -$22.8K -1,598 -17%
MSG
140
Main Street Group
Virginia
$110K +$16K +1,119 +17%
GWM
141
Geneos Wealth Management
Colorado
$107K +$90.8K +6,357 +605%
SWM
142
Spire Wealth Management
Virginia
$105K -$69.4K -4,857 -40%
PNC Financial Services Group
143
PNC Financial Services Group
Pennsylvania
$102K
EWA
144
EverSource Wealth Advisors
Alabama
$96.4K
GRP
145
Global Retirement Partners
California
$91.1K +$5.77K +404 +7%
HIA
146
Harbor Investment Advisory
Maryland
$87.9K
OC
147
Oarsman Capital
Wisconsin
$81.8K +$81.2K +5,683 New
AF
148
Allworth Financial
California
$72K
CA
149
CoreCap Advisors
Michigan
$51.4K
Carson Wealth (CWM LLC)
150
Carson Wealth (CWM LLC)
Nebraska
$51K