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PIMCO Corporate & Income Opportunity Fund
PTY

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
176
Parallel Advisors
California
$67.4K +$13.8K +1,150 +26%
EIP
177
Essential Investment Partners
Colorado
$66.2K +$19.8K +1,650 +43%
MIM
178
Marshall Investment Management
Colorado
$58.7K +$1.78K +148 +3%
SWM
179
Spire Wealth Management
Virginia
$53.9K +$12 +1 +0%
BCWM
180
Bartlett & Co Wealth Management
Ohio
$48.1K +$6.23K +519 +15%
CIA
181
Cape Investment Advisory
Georgia
$45.5K +$45.4K +3,783 New
EWA
182
EverSource Wealth Advisors
Alabama
$41.5K -$66K -5,500 -61%
BONH
183
Bank of New Hampshire
New Hampshire
$41.2K – – –
FIA
184
FNY Investment Advisers
New York
$38K – – –
CA
185
Continuum Advisory
Idaho
$37K +$36.9K +3,072 New
NWM
186
Nova Wealth Management
Florida
$36.4K – – –
RIL
187
Rothschild Investment LLC
Illinois
$32.4K – – –
VCM
188
Versant Capital Management
Arizona
$30.1K – – –
WB
189
Webster Bank
Connecticut
$26.5K – – –
HWA
190
Heritage Wealth Advisors
Virginia
$23.1K – – –
EB
191
Eastern Bank
Massachusetts
$21.7K – – –
BWL
192
Bogart Wealth LLC
Virginia
$19.2K – – –
PWPS
193
Pinnacle Wealth Planning Services
Ohio
$18K – – –
PGAM
194
Princeton Global Asset Management
New Jersey
$16.5K +$468 +39 +3%
POIA
195
Pin Oak Investment Advisors
Texas
$16K +$1.2K +100 +8%
AIM
196
Axiom Investment Management
New York
$14.7K – – –
IA
197
IFG Advisory
Georgia
$13K +$13K +1,082 New
MA
198
MCF Advisors
Kentucky
$12.9K +$12.8K +1,069 New
SIC
199
Salem Investment Counselors
North Carolina
$12.1K +$11.7K +975 +3,900%
KCM
200
Key Capital Management
Tennessee
$12.1K +$12.1K +1,008 New
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