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PIMCO Corporate & Income Opportunity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
FIA
151
FNY Investment Advisers
New York
$46K +$45.7K +3,200 New
AF
152
Advisornet Financial
Minnesota
$39.9K +$39.6K +2,770 New
FFA
153
Farther Finance Advisors
California
$38.9K +$38.6K +2,700 New
VCM
154
Versant Capital Management
Arizona
$36K – – –
CA
155
Continuum Advisory
Idaho
$34.2K – – –
WB
156
Webster Bank
Connecticut
$31.7K – – –
US Bancorp
157
US Bancorp
Minnesota
$27.8K -$84.3K -5,900 -75%
BONH
158
Bank of New Hampshire
New Hampshire
$27.5K – – –
MRCM
159
M&R Capital Management
New Jersey
$25.9K – – –
CIBC Private Wealth Group
160
CIBC Private Wealth Group
Georgia
$23.3K -$175K -12,251 -88%
BWL
161
Bogart Wealth LLC
Virginia
$23K – – –
TSMHT
162
Thurston Springer Miller Herd & Titak
Indiana
$21.6K +$21.4K +1,500 New
SC
163
SouthState Corp
Florida
$20K – – –
POIA
164
Pin Oak Investment Advisors
Texas
$17K – – –
PGAM
165
Princeton Global Asset Management
New Jersey
$16.5K +$400 +28 +3%
RCM
166
Raleigh Capital Management
North Carolina
$13.5K – – –
CA
167
Crewe Advisors
Utah
$12.2K – – –
HWA
168
Heritage Wealth Advisors
Virginia
$11.8K – – –
MFT
169
Moisand Fitzgerald Tamayo
Florida
$10.7K – – –
AWM
170
AllSquare Wealth Management
New York
$10.1K – – –
SAM
171
Smartleaf Asset Management
Massachusetts
$8.68K +$8.6K +602 New
CMP
172
Coston McIsaac & Partners
Maine
$8K +$743 +52 +10%
BWAM
173
Boyd Watterson Asset Management
Ohio
$7.2K – – –
TCOV
174
Trust Company of Vermont
Vermont
$5.51K – – –
CJ
175
Caitlin John
Michigan
$4.36K – – –