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PCM Fund
PCM

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Foundations Investment Advisors
1
Foundations Investment Advisors
Arizona
USD 2.57 M +USD 2.49 M +266,772 Nuevas
NewEdge Advisors
2
NewEdge Advisors
Louisiana
USD 1.48 M +USD 111 k +11,900 +8%
SOL Capital Management
3
SOL Capital Management
Maryland
USD 1.36 M -USD 18.6 k -2,000 -1%
Financial Advocates Investment Management
4
Financial Advocates Investment Management
Washington
USD 1.12 M +USD 65.3 k +7,005 +6%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
USD 685 k -USD 7 k -751 -1%
Wells Fargo
6
Wells Fargo
California
USD 576 k +USD 19 +2 +0%
Osaic Holdings
7
Osaic Holdings
Arizona
USD 550 k +USD 33.4 k +3,582 +7%
Morgan Stanley
8
Morgan Stanley
New York
USD 513 k -USD 18.6 k -1,995 -4%
MML Investors Services
9
MML Investors Services
Massachusetts
USD 404 k +USD 110 k +11,748 +39%
Physician Wealth Advisors
10
Physician Wealth Advisors
Utah
USD 322 k – – –
Atria Wealth Solutions
11
Atria Wealth Solutions
New York
USD 308 k +USD 4.71 k +505 +2%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
USD 256 k – – –
Raymond James & Associates
13
Raymond James & Associates
Florida
USD 240 k -USD 54.3 k -5,822 -19%
Horizon Kinetics Asset Management
14
Horizon Kinetics Asset Management
New York
USD 236 k – – –
Bank of America
15
Bank of America
North Carolina
USD 234 k -USD 216 k -23,118 -49%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
USD 157 k -USD 36.2 k -3,886 -19%
LPL Financial
17
LPL Financial
California
USD 138 k -USD 2.77 k -297 -2%
CoreCap Advisors
18
CoreCap Advisors
Michigan
USD 120 k +USD 116 k +12,465 Nuevas
UBS Group
19
UBS Group
Switzerland
USD 19.3 k -USD 21.8 k -2,343 -54%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
USD 10 k – – –
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
USD 7 k -USD 4.52 k -485 -40%
Hollencrest Capital Management
22
Hollencrest Capital Management
California
USD 4.82 k -USD 14.9 k -1,600 -76%
FNY Investment Advisers
23
FNY Investment Advisers
New York
USD 2 k – – –
Parallel Advisors
24
Parallel Advisors
California
USD 175 +USD 9 +1 +6%
First Foundation Advisors
25
First Foundation Advisors
California
– -USD 167 k -19,854 Cerradas
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