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PIMCO New York Municipal Income Fund II Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 110,396 | $782,710 | $673,415.6 | -$109,294.4 | -13.96% |
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 70,875 | $489,107.63 | $444,386.25 | -$44,721.38 | -9.14% |
 Daniel L. Lippincott Karpus Management Inc. | 1.11M | $7.77M | $7.01M | -$755,827.26 | -9.73% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 333,266 | $2.28M | $2.07M | -$216,622.9 | -9.49% |
 Jeffery Yorg Focus Partners Advisor Solutions LLC | 29,202 | $200,033.7 | $181,198.41 | -$18,835.29 | -9.42% |
 Larry Herold Herold Advisors Inc. | 11,871 | $81,413.55 | $74,432.36 | -$6,981.19 | -8.57% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 4,300 | $28,896 | $26,230 | -$2,666 | -9.23% |
 Lynn A. Jackson Dopkins Wealth Management LLC | 28,646 | $196,225.1 | $177,863.01 | -$18,362.09 | -9.36% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 169,509 | $1.16M | $1.07M | -$94,924.4 | -8.18% |
 Jesse Haller Compass Financial Group Inc./SD | 16,303 | $111,676 | $101,567.69 | -$10,108.31 | -9.05% |
 Chris M. Frantz Catalina Capital Group, LLC | 26,206 | $179,511 | $164,049.56 | -$15,461.44 | -8.61% |
| BIL Beckerman Institutional LLC Beckerman Institutional LLC | 75,711 | $518,620.35 | $467,893.98 | -$50,726.37 | -9.78% |
| DN Daniel Newman Noble Wealth Management PBC | 18,113 | $128,420.82 | $113,749.64 | -$14,671.18 | -11.42% |
 United Financial Planning Group LLC United Financial Planning Group LLC | 1,564 | $11,089 | $9,806.28 | -$1,282.72 | -11.57% |
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