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PhenixFIN
PFX

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
2L
1
22NW LP
Washington
USD 4.81 M +USD 4.47 M +117,885 Nuevas
Morgan Stanley
2
Morgan Stanley
New York
USD 2.86 M +USD 562 k +14,835 +27%
AFG
3
American Financial Group
Ohio
USD 2.62 M – – –
MCP
4
Moab Capital Partners
New York
USD 1.62 M +USD 1.5 M +39,644 Nuevas
Confluence Investment Management
5
Confluence Investment Management
Missouri
USD 948 k – – –
Legal & General Group
6
Legal & General Group
United Kingdom
USD 703 k -USD 67.6 k -1,783 -9%
Millennium Management
7
Millennium Management
New York
USD 455 k -USD 85 k -2,244 -17%
ACM
8
Adalta Capital Management
New York
USD 407 k +USD 379 k +10,000 Nuevas
Linscomb Wealth
9
Linscomb Wealth
Texas
USD 321 k – – –
Osaic Holdings
10
Osaic Holdings
Arizona
USD 246 k -USD 21.7 k -574 -9%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
USD 232 k -USD 50 k -1,319 -19%
RG
12
Retirement Group
California
USD 164 k -USD 1.9 k -50 -1%
Compagnie Lombard Odier SCmA
13
Compagnie Lombard Odier SCmA
Switzerland
USD 102 k – – –
Banque Cantonale Vaudoise
14
Banque Cantonale Vaudoise
Switzerland
USD 102 k +USD 94.7 k +2,500 Nuevas
TJHA
15
Thomas J. Herzfeld Advisors
Florida
USD 85 k +USD 78.9 k +2,083 Nuevas
O'Shaughnessy Asset Management
16
O'Shaughnessy Asset Management
Connecticut
USD 74 k +USD 69.3 k +1,828 Nuevas
UBS Group
17
UBS Group
Switzerland
USD 47 k -USD 14.5 k -382 -25%
APWA
18
Atlas Private Wealth Advisors
New Jersey
USD 40 k -USD 16.1 k -425 -30%
Wells Fargo
19
Wells Fargo
California
USD 12 k +USD 38 +1 +0.4%
AWM
20
Accel Wealth Management
Iowa
USD 11 k – – –
Bank of America
21
Bank of America
North Carolina
USD 8 k +USD 1.14 k +30 +18%
BDO Wealth Advisors
22
BDO Wealth Advisors
Florida
USD 7 k -USD 5.08 k -134 -44%
Geneos Wealth Management
23
Geneos Wealth Management
Colorado
USD 5 k – – –
Spire Wealth Management
24
Spire Wealth Management
Virginia
USD 5 k – – –
RCA
25
Ranch Capital Advisors
Florida
USD 4 k – – –
1
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