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PCM Fund
PCM

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
First Foundation Advisors
1
First Foundation Advisors
California
USD 8.94 M -USD 1.12 M -115,636 -11%
Horizon Kinetics
2
Horizon Kinetics
New York
USD 2.98 M -USD 45.6 k -4,701 -2%
Advisor Group
3
Advisor Group
Arizona
USD 2.56 M +USD 2.56 M +263,542 Nuevas
National Planning Corporation
4
National Planning Corporation
California
USD 2.01 M +USD 1.63 M +168,116 +543%
Guggenheim Capital
5
Guggenheim Capital
Illinois
USD 955 k -USD 339 k -34,873 -26%
UBS Group
6
UBS Group
Switzerland
USD 717 k -USD 317 k -32,667 -31%
Bessemer Group
7
Bessemer Group
New Jersey
USD 458 k +USD 431 k +44,365 +1,602%
Stifel Financial
8
Stifel Financial
Missouri
USD 243 k -USD 181 k -18,690 -43%
Morgan Stanley
9
Morgan Stanley
New York
USD 241 k +USD 120 k +12,359 +100%
Robinson Capital Management
10
Robinson Capital Management
Michigan
USD 239 k +USD 239 k +24,587 Nuevas
MSI Financial Services
11
MSI Financial Services
Massachusetts
USD 229 k – – –
Ladenburg Thalmann Financial Services
12
Ladenburg Thalmann Financial Services
Florida
USD 177 k +USD 177 k +18,224 Nuevas
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
USD 120 k – – –
Wells Fargo
14
Wells Fargo
California
USD 88 k -USD 36 k -3,706 -29%
Parkside Financial Bank & Trust
15
Parkside Financial Bank & Trust
Missouri
USD 40 k +USD 39.5 k +4,069 Nuevas
North Star Investment Management
16
North Star Investment Management
Illinois
USD 34 k +USD 34 k +3,500 Nuevas
Bank of America
17
Bank of America
North Carolina
USD 31 k – – –
IFP Advisors
18
IFP Advisors
Florida
USD 31 k +USD 30.7 k +3,160 Nuevas
WealthPLAN Partners
19
WealthPLAN Partners
Nebraska
USD 19.5 k +USD 38.8 k +4,000 Nuevas
Next Financial Group
20
Next Financial Group
Texas
USD 6 k – – –
American International Group
21
American International Group
New York
– -USD 2.54 M -267,672 Cerradas
Edge Wealth Management
22
Edge Wealth Management
New York
– -USD 165 k -17,300 Cerradas
LPL Financial
23
LPL Financial
California
– -USD 168 k -17,077 Cerradas
Thomas J. Herzfeld Advisors
24
Thomas J. Herzfeld Advisors
Florida
– -USD 41 k -4,309 Cerradas
Creative Planning
25
Creative Planning
Kansas
– -USD 28 k -3,001 Cerradas
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