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PIMCO Corporate & Income Opportunity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AP
176
Aspect Partners
Virginia
$25.2K +$24.6K +1,744 New
POIA
177
Pin Oak Investment Advisors
Texas
$24.9K
BWL
178
Bogart Wealth LLC
Virginia
$23.1K
CIBC Private Wealth Group
179
CIBC Private Wealth Group
Georgia
$21.7K -$22.8K -1,622 -52%
AssetMark Inc
180
AssetMark Inc
California
$20.6K +$1.51K +107 +8%
PGAM
181
Princeton Global Asset Management
New Jersey
$18.3K +$450 +32 +3%
JSAM
182
J. Safra Asset Management
New York
$16.7K +$16.3K +1,156 New
CA
183
Crewe Advisors
Utah
$12.3K
GWM
184
Geneos Wealth Management
Colorado
$12.3K
PWMA
185
Pension & Wealth Management Advisors
Massachusetts
$11.1K +$10.8K +768 New
MFT
186
Moisand Fitzgerald Tamayo
Florida
$10.8K
AWM
187
AllSquare Wealth Management
New York
$10.1K
FFO
188
Fortitude Family Office
Arizona
$10.1K
RFP
189
Root Financial Partners
California
$10.1K +$9.86K +700 New
SAM
190
Smartleaf Asset Management
Massachusetts
$8.67K
BWAM
191
Boyd Watterson Asset Management
Ohio
$7.22K
TCOV
192
Trust Company of Vermont
Vermont
$5.53K
ASN
193
Advisory Services Network
Georgia
$4.38K +$4.27K +303 New
PWA
194
Physician Wealth Advisors
Utah
$4.33K
CJ
195
Caitlin John
Michigan
$4.33K +$4.22K +300 New
HWP
196
Highline Wealth Partners
California
$4.33K +$4.22K +300 New
Russell Investments Group
197
Russell Investments Group
United Kingdom
$4.33K +$4.22K +300 New
SIS
198
Sound Income Strategies
Florida
$3.29K
WSFS
199
Wilmington Savings Fund Society
Delaware
$2.89K +$2.82K +200 New
KFP
200
Kerr Financial Planning
California
$2.75K +$2.94K +209 New