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PIMCO Corporate & Income Opportunity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SC
176
Swan Capital
Florida
$16.1K – – –
GWM
177
Geneos Wealth Management
Colorado
$14.2K -$91.7K -6,298 -87%
CA
178
Crewe Advisors
Utah
$12.3K – – –
NWMP
179
Noble Wealth Management PBC
Colorado
$11.6K – – –
MFT
180
Moisand Fitzgerald Tamayo
Florida
$10.8K – – –
US Bancorp
181
US Bancorp
Minnesota
$10.3K -$17.7K -1,218 -63%
AWM
182
AllSquare Wealth Management
New York
$10.1K – – –
FFO
183
Fortitude Family Office
Arizona
$10.1K – – –
SAM
184
Smartleaf Asset Management
Massachusetts
$8.7K – – –
CMP
185
Coston McIsaac & Partners
Maine
$8K +$204 +14 +2%
BWAM
186
Boyd Watterson Asset Management
Ohio
$7.23K – – –
GC
187
Garde Capital
Washington
$5.78K +$5.82K +400 New
TCOV
188
Trust Company of Vermont
Vermont
$5.54K – – –
FMP
189
Financial Management Professionals
Texas
$3.88K – – –
SIS
190
Sound Income Strategies
Florida
$3.26K – – –
HI
191
Hoey Investments
Pennsylvania
$2.18K – – –
MPWT
192
MassMutual Private Wealth & Trust
Connecticut
$29 -$20.1K -1,379 -100%
CFGS
193
Concourse Financial Group Securities
Alabama
– -$7.42M -506,538 Closed
GS
194
GWN Securities
Florida
– -$549K -37,638 Closed
Citadel Advisors
195
Citadel Advisors
Florida
– -$498K -34,640 Closed
NP
196
NorthRock Partners
Minnesota
– -$327K -22,790 Closed
MG
197
Marex Group
– -$297K -20,700 Closed
RAM
198
Readystate Asset Management
Illinois
– -$251K -17,489 Closed
WJWM
199
Williams Jones Wealth Management
New York
– -$202K -14,058 Closed
SFC
200
Strategic Financial Concepts
Texas
– -$191K -13,267 Closed