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PIMCO Corporate & Income Opportunity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WJWM
126
Williams Jones Wealth Management
New York
$202K +$20.4K +1,402 +11%
SA
127
SFI Advisors
New Jersey
$199K
SFC
128
Strategic Financial Concepts
Texas
$191K +$193K +13,267 New
CAL
129
Capital Analysts LLC
Pennsylvania
$187K +$6.98K +480 +4%
MSG
130
Main Street Group
Virginia
$185K +$76.1K +5,229 +68%
IFWM
131
Institute for Wealth Management
Colorado
$185K +$26.1K +1,795 +16%
PTC
132
Private Trust Company
Ohio
$180K +$29.1K +2,000 +19%
MWM
133
Modern Wealth Management
Kansas
$177K +$349 +24 +0.2%
TA
134
TFG Advisers
Michigan
$175K +$1.6K +110 +0.9%
IW
135
Instrumental Wealth
Florida
$174K +$2.18K +150 +1%
CA
136
Cornerstone Advisory
Maryland
$162K
ACI
137
Alpha Cubed Investments
California
$152K +$154K +10,594 New
BFA
138
Beacon Financial Advisory
Ohio
$152K +$698 +48 +0.5%
MMA
139
Miracle Mile Advisors
California
$151K +$153K +10,487 New
LNWWM
140
Laird Norton Wetherby Wealth Management
California
$151K +$1.64K +113 +1%
IWM
141
IHT Wealth Management
Illinois
$146K +$148K +10,161 New
IAS
142
Insigneo Advisory Services
Florida
$144K
MCM
143
MAI Capital Management
Ohio
$133K +$135K +9,272 New
AA
144
AlphaMark Advisors
Kentucky
$119K +$3.33K +229 +3%
SWM
145
Spire Wealth Management
Virginia
$105K +$15 +1 +0%
GWM
146
Geneos Wealth Management
Colorado
$105K -$1.88K -129 -2%
GRP
147
Global Retirement Partners
California
$100K +$9.51K +654 +10%
EWA
148
EverSource Wealth Advisors
Alabama
$96.3K
HIA
149
Harbor Investment Advisory
Maryland
$87.8K
PNC Financial Services Group
150
PNC Financial Services Group
Pennsylvania
$87.3K -$14.5K -1,000 -14%