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PhenixFIN
PFX

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
2L
1
22NW LP
Washington
USD 5.06 M – – –
Morgan Stanley
2
Morgan Stanley
New York
USD 3.05 M +USD 46.5 k +1,113 +2%
AFG
3
American Financial Group
Ohio
USD 2.76 M – – –
MCP
4
Moab Capital Partners
New York
USD 1.78 M +USD 79.6 k +1,906 +5%
Confluence Investment Management
5
Confluence Investment Management
Missouri
USD 1 M – – –
ACM
6
Adalta Capital Management
New York
USD 825 k +USD 386 k +9,235 +92%
Legal & General Group
7
Legal & General Group
United Kingdom
USD 711 k -USD 27.2 k -652 -4%
Millennium Management
8
Millennium Management
New York
USD 391 k -USD 86.8 k -2,079 -19%
Linscomb Wealth
9
Linscomb Wealth
Texas
USD 337 k – – –
Osaic Holdings
10
Osaic Holdings
Arizona
USD 256 k -USD 3.3 k -79 -1%
RG
11
Retirement Group
California
USD 173 k +USD 42 +1 +0%
TJHA
12
Thomas J. Herzfeld Advisors
Florida
USD 141 k +USD 50.1 k +1,200 +58%
O'Shaughnessy Asset Management
13
O'Shaughnessy Asset Management
Connecticut
USD 122 k +USD 42.8 k +1,024 +56%
Banque Cantonale Vaudoise
14
Banque Cantonale Vaudoise
Switzerland
USD 107 k – – –
Compagnie Lombard Odier SCmA
15
Compagnie Lombard Odier SCmA
Switzerland
USD 107 k – – –
UBS Group
16
UBS Group
Switzerland
USD 31 k -USD 18 k -430 -37%
APWA
17
Atlas Private Wealth Advisors
New Jersey
USD 23 k -USD 17.7 k -424 -44%
AWM
18
Accel Wealth Management
Iowa
USD 12 k – – –
Wells Fargo
19
Wells Fargo
California
USD 11 k -USD 1.09 k -26 -9%
Bank of America
20
Bank of America
North Carolina
USD 9 k – – –
BDO Wealth Advisors
21
BDO Wealth Advisors
Florida
USD 7 k – – –
Spire Wealth Management
22
Spire Wealth Management
Virginia
USD 6 k – – –
Geneos Wealth Management
23
Geneos Wealth Management
Colorado
USD 5 k – – –
RCA
24
Ranch Capital Advisors
Florida
USD 4 k – – –
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
– -USD 232 k -5,719 Cerradas