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PhenixFIN
PFX

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
American Financial Group
1
American Financial Group
Ohio
USD 2.12 M -USD 1.52 M -49,372 -43%
Morgan Stanley
2
Morgan Stanley
New York
USD 1.82 M +USD 11.1 k +362 +0.7%
MCP
3
Moab Capital Partners
New York
USD 827 k – – –
Confluence Investment Management
4
Confluence Investment Management
Missouri
USD 768 k – – –
Beach Point Capital Management
5
Beach Point Capital Management
California
USD 658 k +USD 614 k +20,000 Nuevas
Legal & General Group
6
Legal & General Group
United Kingdom
USD 627 k – – –
Millennium Management
7
Millennium Management
New York
USD 442 k +USD 412 k +13,440 Nuevas
Linscomb Wealth
8
Linscomb Wealth
Texas
USD 259 k +USD 241 k +7,860 Nuevas
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
USD 232 k +USD 216 k +7,038 Nuevas
Osaic Holdings
10
Osaic Holdings
Arizona
USD 218 k -USD 12.7 k -415 -6%
RG
11
Retirement Group
California
USD 134 k -USD 13.8 k -450 -10%
Compagnie Lombard Odier SCmA
12
Compagnie Lombard Odier SCmA
Switzerland
USD 82 k – – –
UBS Group
13
UBS Group
Switzerland
USD 50 k +USD 6.29 k +205 +15%
Atlas Private Wealth Advisors
14
Atlas Private Wealth Advisors
New Jersey
USD 46 k -USD 7.67 k -250 -15%
BDO Wealth Advisors
15
BDO Wealth Advisors
Florida
USD 10 k +USD 9.33 k +304 Nuevas
Wells Fargo
16
Wells Fargo
California
USD 9 k -USD 368 -12 -4%
Accel Wealth Management
17
Accel Wealth Management
Iowa
USD 9 k – – –
Bank of America
18
Bank of America
North Carolina
USD 6 k – – –
Thomasville National Bank
19
Thomasville National Bank
Georgia
USD 6 k +USD 339 k +11,048 Nuevas
Geneos Wealth Management
20
Geneos Wealth Management
Colorado
USD 4 k – – –
Spire Wealth Management
21
Spire Wealth Management
Virginia
USD 4 k +USD 3.99 k +130 Nuevas
FNY Investment Advisers
22
FNY Investment Advisers
New York
USD 3 k +USD 3.07 k +100 Nuevas
Ranch Capital Advisors
23
Ranch Capital Advisors
Florida
USD 3 k +USD 3.19 k +104 Nuevas
Fortress Investment Group
24
Fortress Investment Group
New York
– -USD 3.05 M -94,867 Cerradas
Banque Cantonale Vaudoise
25
Banque Cantonale Vaudoise
Switzerland
– -USD 71 k -2,500 Cerradas
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