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PIMCO Income Strategy Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 12,345 | $100,693.95 | $96,661.35 | -$4,032.6 | -4% |
| SSA Sara S. Alexander Sonora Investment Management Group LLC | 13,895 | $152,428.15 | $108,728.37 | -$43,699.78 | -28.67% |
 Craig Johnsen Fortitude Advisory Group LLC | 20,472 | $163,249.42 | $159,783.96 | -$3,465.46 | -2.12% |
| HS Helen Semus Semus Wealth Partners LLC | 10,149 | $82,238.87 | $79,263.69 | -$2,975.18 | -3.62% |
| FFL Financial Freedom LLC Financial Freedom LLC | 929 | $7,895.55 | $7,250.84 | -$644.71 | -8.17% |
| PIL PFG Investments LLC PFG Investments LLC | 23,500 | $201,760 | $183,770 | -$17,990 | -8.92% |
 Christopher C. Powers Farther Finance Advisors, LLC | 140 | $1,175.23 | $1,094.8 | -$80.43 | -6.84% |
 Kevin Bresler TD Waterhouse Canada Inc. | 24,785 | $227,426.64 | $193,818.7 | -$33,607.94 | -14.78% |
| CPA Clear Point Advisors Inc. Clear Point Advisors Inc. | 5,642 | $45,136 | $44,035.81 | -$1,100.19 | -2.44% |
 Margaret Nickens Elm3 Financial Group, LLC | 25,885 | $216,678.7 | $202,032.42 | -$14,646.28 | -6.76% |
 Scott K Sprinkle Sprinkle Financial Consultants LLC | 10,000 | $80,000 | $77,950 | -$2,050 | -2.56% |
 Highline Wealth Partners LLC Highline Wealth Partners LLC | 4,250 | $35,859.46 | $32,980 | -$2,879.46 | -8.03% |
| DN Daniel Newman Noble Wealth Management PBC | 38,262 | $320,635.31 | $300,356.7 | -$20,278.61 | -6.32% |
 Ameriflex Group Inc. Ameriflex Group Inc. | 8,939 | $76,160.5 | $70,037.06 | -$6,123.44 | -8.04% |
 Integrity Advisory Solutions LLC Integrity Advisory Solutions LLC | 10,803 | $86,424 | $84,641.5 | -$1,782.5 | -2.06% |
| CTC Caldwell Trust Co Caldwell Trust Co | 1,500 | $17,775 | $11,722.5 | -$6,052.5 | -34.05% |
