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PIMCO Corporate & Income Opportunity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
126
Beam Wealth Advisors
Louisiana
$235K +$5.82K +427 +3%
FBB
127
Fulton Breakefield Broenniman
Maryland
$233K
HI
128
Harbour Investments
Wisconsin
$228K +$30K +2,200 +15%
PP
129
Patten & Patten
Tennessee
$225K +$220K +16,152 New
AAS
130
Avantax Advisory Services
Texas
$223K -$4.4K -323 -2%
AF
131
Allworth Financial
California
$216K +$144K +10,533 +210%
IFWM
132
Institute for Wealth Management
Colorado
$209K +$17.8K +1,306 +10%
DI
133
Disciplined Investments
Oklahoma
$209K
CAPTRUST Financial Advisors
134
CAPTRUST Financial Advisors
North Carolina
$209K +$18.6K +1,366 +10%
SWP
135
Semus Wealth Partners
Florida
$207K +$654 +48 +0.3%
Creative Planning
136
Creative Planning
Kansas
$199K -$39.5K -2,899 -17%
PNC Financial Services Group
137
PNC Financial Services Group
Pennsylvania
$199K
PTC
138
Private Trust Company
Ohio
$196K
MWM
139
Modern Wealth Management
Kansas
$192K +$10.7K +784 +6%
BlackRock
140
BlackRock
New York
$189K
WS
141
Wedbush Securities
California
$186K -$59.3K -4,350 -25%
KPWS
142
Kestra Private Wealth Services
Texas
$170K +$167K +12,256 New
BFA
143
Beacon Financial Advisory
Ohio
$169K +$12.7K +929 +8%
IW
144
Instrumental Wealth
Florida
$167K +$3.65K +268 +2%
TA
145
TFG Advisers
Michigan
$167K -$4.36K -320 -3%
GRP
146
Global Retirement Partners
California
$160K +$157K +11,503 New
AWM
147
Apollon Wealth Management
South Carolina
$154K +$151K +11,095 New
NS
148
NBC Securities
Alabama
$152K -$1.92K -141 -1%
IAA
149
Independent Advisor Alliance
North Carolina
$148K
IAS
150
Insigneo Advisory Services
Florida
$145K