PhenixFIN

PFX

Capitalización de mercado USD 85.1 M

#	Nombre	Posición	Valor operado	Cambio en acciones	Cambio en la participación
1	1 Northwestern Mutual Wealth Management Milwaukee, Wisconsin	USD 5.82 M	-USD 301 k	-8,000	-5%
2	ACM 2 Adalta Capital Management New York	USD 5.01 M	+USD 56.4 k	+1,500	+1%
3	2L 3 22NW LP Seattle, Washington	USD 4.47 M	–	–	–
4	4 Morgan Stanley New York	USD 2.56 M	-USD 63.8 k	-1,696	-2%
5	AFG 5 American Financial Group Cincinnati, Ohio	USD 2.44 M	–	–	–
6	6 Legal & General Group London, United Kingdom	USD 631 k	–	–	–
7	AC 7 Almitas Capital Santa Monica, California	USD 581 k	–	–	–
8	8 Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	USD 95.2 k	–	–	–
9	9 Osaic Holdings Scottsdale, Arizona	USD 95 k	-USD 3.61 k	-96	-4%
10	10 Allworth Financial Folsom, California	USD 82.1 k	-USD 75.2 k	-2,000	-48%
11	RG 11 Retirement Group San Diego, California	USD 47 k	-USD 6.35 k	-169	-12%
12	12 Wells Fargo San Francisco, California	USD 11.9 k	+USD 2.07 k	+55	+21%
13	13 UBS Group Zurich, Switzerland	USD 4.93 k	–	–	–
14	AIC 14 Archer Investment Corporation Carmel, Indiana	USD 4.78 k	–	–	–
15	15 Sunbelt Securities Houston, Texas	USD 608	–	–	–
16	16 Huntington National Bank Columbus, Ohio	USD 1	–	–	–
17	17 Confluence Investment Management St. Louis, Missouri	–	-USD 552 k	-14,551	Cerradas
18	18 Bank of America Charlotte, North Carolina	–	-USD 950	-25	Cerradas
19	19 WealthPlan Investment Management Omaha, Nebraska	–	-USD 950	-25	Cerradas