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PIMCO Corporate & Income Opportunity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BONH
176
Bank of New Hampshire
New Hampshire
$41.3K – – –
FIA
177
FNY Investment Advisers
New York
$38K – – –
HIC
178
Hamrick Investment Counsel
Washington
$36.5K +$38.2K +3,000 New
NWM
179
Nova Wealth Management
Florida
$36.5K – – –
MCM
180
MAI Capital Management
Ohio
$36.2K – – –
RIL
181
Rothschild Investment LLC
Illinois
$32.5K – – –
GIA
182
GHP Investment Advisors
Colorado
$32K +$33.7K +2,650 New
VCM
183
Versant Capital Management
Arizona
$30.1K – – –
WB
184
Webster Bank
Connecticut
$26.5K – – –
Jones Financial Companies
185
Jones Financial Companies
Missouri
$23.4K +$25.5K +2,000 New
HWA
186
Heritage Wealth Advisors
Virginia
$23.2K – – –
EB
187
Eastern Bank
Massachusetts
$21.7K – – –
AF
188
Align Financial
Minnesota
$21.1K -$265K -20,825 -92%
BWL
189
Bogart Wealth LLC
Virginia
$19.3K – – –
PWPS
190
Pinnacle Wealth Planning Services
Ohio
$18.1K – – –
CI
191
CX Institutional
Indiana
$18K +$522 +41 +3%
PGAM
192
Princeton Global Asset Management
New Jersey
$16.1K +$458 +36 +3%
MSFP
193
Mark Sheptoff Financial Planning
Connecticut
$15K +$6.72K +528 +75%
POIA
194
Pin Oak Investment Advisors
Texas
$15K – – –
AIM
195
Axiom Investment Management
New York
$14.8K +$15.6K +1,226 New
CA
196
CoreCap Advisors
Michigan
$10.9K -$5.09K -400 -31%
CA
197
Crewe Advisors
Utah
$10.3K – – –
MFT
198
Moisand Fitzgerald Tamayo
Florida
$8.98K – – –
FFO
199
Fortitude Family Office
Arizona
$8.44K – – –
CMP
200
Coston McIsaac & Partners
Maine
$8K +$242 +19 +3%