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PhenixFIN

Name Holding Trade Value Shares
Change
Change in
Stake
AC
1
Almitas Capital
California
$4.6M +$3.8M +162,340 New
AFG
2
American Financial Group
Ohio
$3.22M
FIG
3
Fortress Investment Group
New York
$3.05M -$3.86M -164,871 -63%
Morgan Stanley
4
Morgan Stanley
New York
$1.55M +$208K +8,892 +19%
CIM
5
Confluence Investment Management
Missouri
$665K
Legal & General Group
6
Legal & General Group
United Kingdom
$538K -$52.3K -2,236 -11%
Osaic Holdings
7
Osaic Holdings
Arizona
$199K -$15.6K -668 -9%
RG
8
Retirement Group
California
$127K -$2.34K -100 -2%
BCV
9
Banque Cantonale Vaudoise
Switzerland
$71K
CLOS
10
Compagnie Lombard Odier SCmA
Switzerland
$69K
APWA
11
Atlas Private Wealth Advisors
New Jersey
$47K -$7.89K -337 -17%
UBS Group
12
UBS Group
Switzerland
$38K -$14.2K -608 -31%
Wells Fargo
13
Wells Fargo
California
$8K
AWM
14
Accel Wealth Management
Iowa
$8K +$6.44K +275 New
Bank of America
15
Bank of America
North Carolina
$5K
GWM
16
Geneos Wealth Management
Colorado
$4K
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1K -$2.06K -88 -74%
CFD
18
Creative Financial Designs
Indiana
$1K
TCWA
19
Ten Capital Wealth Advisors
Washington
$1K +$702 +30 New
TRCT
20
Tower Research Capital (TRC)
New York
-$2K -127 Closed
RCA
21
Ranch Capital Advisors
Florida
-$1K -104 Closed