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PIMCO Corporate & Income Opportunity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PGAM
151
Princeton Global Asset Management
New Jersey
$16K +$386 +27 +2%
GWM
152
Geneos Wealth Management
Colorado
$15K – – –
RCM
153
Raleigh Capital Management
North Carolina
$13.5K – – –
CA
154
Crewe Advisors
Utah
$12.2K – – –
HWA
155
Heritage Wealth Advisors
Virginia
$11.7K – – –
MFT
156
Moisand Fitzgerald Tamayo
Florida
$10.7K – – –
AWM
157
AllSquare Wealth Management
New York
$10K -$7.15K -500 -42%
BWAM
158
Boyd Watterson Asset Management
Ohio
$7.16K +$7.15K +500 New
CMP
159
Coston McIsaac & Partners
Maine
$7K +$1.42K +99 +23%
TCOV
160
Trust Company of Vermont
Vermont
$5.48K – – –
CJ
161
Caitlin John
Michigan
$4.29K +$4.29K +300 New
HGERS
162
Householder Group Estate & Retirement Specialist
Arizona
$3K – – –
FMP
163
Financial Management Professionals
Texas
$3K +$858 +60 +42%
HI
164
Hoey Investments
Pennsylvania
$2.16K – – –
TWP
165
Triad Wealth Partners
Kansas
$1.43K +$1.43K +100 New
LTI
166
Laffer Tengler Investments
Tennessee
$1.02K – – –
SBIA
167
Sheaff Brock Investment Advisors
Indiana
– -$901K -60,611 Closed
Northern Trust
168
Northern Trust
Illinois
– -$666K -44,811 Closed
CIBC World Market
169
CIBC World Market
Ontario, Canada
– -$285K -19,163 Closed
LNC
170
Lincoln National Corp
Pennsylvania
– -$194K -13,074 Closed
OC
171
Oarsman Capital
Wisconsin
– -$189K -12,717 Closed
PCIA
172
Prime Capital Investment Advisors
Kansas
– -$177K -11,908 Closed
SWP
173
Stratos Wealth Partners
Ohio
– -$173K -11,601 Closed
Millennium Management
174
Millennium Management
New York
– -$161K -10,806 Closed
FIA
175
FNY Investment Advisers
New York
– -$47K -3,200 Closed