We are live on ! Find out more
PFX icon

PhenixFIN

Name Holding Trade Value Shares
Change
Change in
Stake
NFC
76
Northeast Financial Consultants
Connecticut
$248K +$243K +950 New
Bank of New York Mellon
77
Bank of New York Mellon
New York
$241K -$1.81M -7,054 -88%
Stifel Financial
78
Stifel Financial
Missouri
$225K -$121K -474 -36%
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$225K +$15.4K +60 +8%
AIM
80
Allen Investment Management
New York
$205K +$201K +783 New
MIAN
81
Mariner Independent Advisor Network
Kansas
$181K +$177K +692 New
MFS
82
MSI Financial Services
Massachusetts
$180K +$23.3K +91 +15%
Citigroup
83
Citigroup
New York
$175K -$92.5K -361 -35%
WS
84
Wedbush Securities
California
$173K +$21.3K +83 +14%
WA
85
WFG Advisors
Texas
$166K +$75.6K +295 +86%
PG
86
PEAK6 Group
Illinois
$159K +$74.6K +291 +92%
PAM
87
Panagora Asset Management
Massachusetts
$157K
PCM
88
Prelude Capital Management
New York
$124K
Citadel Advisors
89
Citadel Advisors
Florida
$113K -$90.7K -354 -45%
IPC
90
Independent Portfolio Consultants
Florida
$94K +$91.8K +358 New
NES
91
New England Securities
New York
$78K +$11.5K +45 +18%
MAA
92
Managed Account Advisors
New Jersey
$49K -$6.41K -25 -12%
Creative Planning
93
Creative Planning
Kansas
$42K +$3.08K +12 +8%
CTC
94
Central Trust Company
Missouri
$26K
FNBT
95
FineMark National Bank & Trust
Florida
$26K
WTC
96
WhitTier Trust Company
Nevada
$24K
WA
97
Waverly Advisors
Alabama
$19K
SNT
98
Security National Trust
West Virginia
$18K +$17.9K +70 New
GGPS
99
Gary Goldberg Planning Services
New York
$13K
OIA
100
Optimum Investment Advisors
Illinois
$7K +$2.56K +10 +59%