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PIMCO Strategic Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
51
CIBC Private Wealth Group
Georgia
$29.6K – – –
CA
52
CoreCap Advisors
Michigan
$28.8K – – –
PWPS
53
Pinnacle Wealth Planning Services
Ohio
$24.1K +$30.1K +4,330 New
IA
54
IFP Advisors
Florida
$22.8K +$28.5K +4,100 New
SA
55
Scarborough Advisors
Maryland
$20.2K +$813 +117 +3%
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$17.7K +$3.63K +522 +20%
SWIM
57
Smallwood Wealth Investment Management
New Jersey
$12.7K +$264 +38 +2%
FIA
58
FNY Investment Advisers
New York
$11K +$10.4K +1,500 +300%
BWM
59
Bullock Wealth Management
Indiana
$6.56K – – –
GAFA
60
Garton & Associates Financial Advisors
Kentucky
$6.25K +$7.8K +1,122 New
FFA
61
Farther Finance Advisors
California
$6.04K – – –
SWM
62
SHP Wealth Management
Massachusetts
$3.67K +$4.58K +659 New
TCM
63
Triumph Capital Management
Colorado
$2.79K +$3.47K +500 New
HWP
64
Highline Wealth Partners
California
$1.67K +$2.08K +300 New
EB
65
Eastern Bank
Massachusetts
$797 – – –
MCM
66
MAI Capital Management
Ohio
$28 – – –
Wells Fargo
67
Wells Fargo
California
$4 – – –
Citadel Advisors
68
Citadel Advisors
Florida
– -$1.01M -132,857 Closed
BAAM
69
Baker Avenue Asset Management
California
– -$369K -48,574 Closed
HighTower Advisors
70
HighTower Advisors
Illinois
– -$136K -17,859 Closed
PAG
71
Private Advisor Group
New Jersey
– -$101K -13,247 Closed
QFW
72
QTR Family Wealth
Florida
– -$94.2K -12,413 Closed
MSG
73
Main Street Group
Virginia
– -$47.9K -6,313 Closed
PS
74
Principal Securities
Iowa
– -$20.2K -2,663 Closed
JSAM
75
J. Safra Asset Management
New York
– -$17.9K -2,358 Closed