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PIMCO Corporate & Income Opportunity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CMP
201
Coston McIsaac & Partners
Maine
$8K -$154K -11,402 -95%
SAM
202
Smartleaf Asset Management
Massachusetts
$7.8K
RFP
203
Root Financial Partners
California
$6.45K -$2.7K -200 -29%
BWAM
204
Boyd Watterson Asset Management
Ohio
$6.45K
MCA
205
McGuire Capital Advisors
Oklahoma
$5.62K +$5.89K +436 New
TCOV
206
Trust Company of Vermont
Vermont
$4.94K
HWP
207
Highline Wealth Partners
California
$3.87K
PWA
208
Physician Wealth Advisors
Utah
$3.87K
SIS
209
Sound Income Strategies
Florida
$2.95K
KFP
210
Kerr Financial Planning
California
$2.79K +$68 +5 +2%
WSFS
211
Wilmington Savings Fund Society
Delaware
$2.58K
HI
212
Hoey Investments
Pennsylvania
$1.95K
CT
213
Coastline Trust
Rhode Island
$1.29K
AssetMark Inc
214
AssetMark Inc
California
$1.26K -$17.9K -1,328 -93%
TRCT
215
Tower Research Capital (TRC)
New York
$800 +$837 +62 New
DJSG
216
D.J. St. Germain
Massachusetts
$464 +$486 +36 New
MPWT
217
MassMutual Private Wealth & Trust
Connecticut
$26
AWM
218
Axxcess Wealth Management
California
-$6.85M -474,234 Closed
CPRC
219
Consolidated Portfolio Review Corp
New York
-$1.9M -131,458 Closed
CCWA
220
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$1.74M -120,499 Closed
M&T Bank
221
M&T Bank
New York
-$1.7M -117,987 Closed
IA
222
Integrity Alliance
Iowa
-$1.54M -106,477 Closed
CAGAS
223
Capital Advisory Group Advisory Services
Minnesota
-$670K -46,365 Closed
IF
224
Integrity Financial
Wyoming
-$596K -40,921 Closed
RWM
225
RMG Wealth Management
Wisconsin
-$534K -40,076 Closed