We are live on ! Find out more
PCM icon

PCM Fund

Name Holding Trade Value Shares
Change
Change in
Stake
First Foundation Advisors
1
First Foundation Advisors
California
$9.34M +$616K +63,463 +7%
Horizon Kinetics
2
Horizon Kinetics
New York
$3.13M -$468K -48,145 -13%
American International Group
3
American International Group
New York
$2.55M +$57.4K +5,910 +2%
Guggenheim Capital
4
Guggenheim Capital
Illinois
$1.35M -$43.6K -4,486 -3%
Mariner Investment Group
5
Mariner Investment Group
New York
$696K +$36.9K +3,801 +5%
National Planning Corporation
6
National Planning Corporation
California
$226K -$33.9K -3,490 -13%
Morgan Stanley
7
Morgan Stanley
New York
$167K -$51.6K -5,308 -23%
MSI Financial Services
8
MSI Financial Services
Massachusetts
$134K – – –
BCA
9
Benchmark Capital Advisors
New York
$118K – – –
UBS Group
10
UBS Group
Switzerland
$75K +$8.75K +901 +13%
Wells Fargo
11
Wells Fargo
California
$70K +$32.4K +3,338 +84%
Thomas J. Herzfeld Advisors
12
Thomas J. Herzfeld Advisors
Florida
$65K +$37.3K +3,839 +128%
Bank of America
13
Bank of America
North Carolina
$59K – – –
Edge Wealth Management
14
Edge Wealth Management
New York
$48K – – –
Creative Planning
15
Creative Planning
Kansas
$29K +$29.1K +3,001 New
Tower Research Capital (TRC)
16
Tower Research Capital (TRC)
New York
$18K +$3.9K +402 +28%
Windsor Capital Management
17
Windsor Capital Management
Arizona
$12K +$12.6K +1,300 New
Citigroup
18
Citigroup
New York
$8K +$8.26K +850 New
Saturna Capital
19
Saturna Capital
Washington
$5K – – –
Integrated Wealth Management (Palm Desert)
20
Integrated Wealth Management (Palm Desert)
California
$3K – – –
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
– -$289K -28,800 Closed
Doliver Advisors
22
Doliver Advisors
Texas
– -$135K -13,424 Closed
Virtu KCG Holdings
23
Virtu KCG Holdings
New York
– -$126K -12,564 Closed
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
– -$103K -10,293 Closed
US Bancorp
25
US Bancorp
Minnesota
– -$70K -7,000 Closed