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PhenixFIN

Name Holding Trade Value Shares
Change
Change in
Stake
AFG
1
American Financial Group
Ohio
$2.12M -$1.52M -49,372 -43%
Morgan Stanley
2
Morgan Stanley
New York
$1.82M +$11.1K +362 +0.7%
MCP
3
Moab Capital Partners
New York
$827K
CIM
4
Confluence Investment Management
Missouri
$768K
BPCM
5
Beach Point Capital Management
California
$658K +$614K +20,000 New
Legal & General Group
6
Legal & General Group
United Kingdom
$627K
Millennium Management
7
Millennium Management
New York
$442K +$412K +13,440 New
LW
8
Linscomb Wealth
Texas
$259K +$241K +7,860 New
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$232K +$216K +7,038 New
Osaic Holdings
10
Osaic Holdings
Arizona
$218K -$12.7K -415 -6%
RG
11
Retirement Group
California
$134K -$13.8K -450 -10%
CLOS
12
Compagnie Lombard Odier SCmA
Switzerland
$82K
UBS Group
13
UBS Group
Switzerland
$50K +$6.29K +205 +15%
APWA
14
Atlas Private Wealth Advisors
New Jersey
$46K -$7.67K -250 -15%
BWA
15
BDO Wealth Advisors
Florida
$10K +$9.33K +304 New
Wells Fargo
16
Wells Fargo
California
$9K -$368 -12 -4%
AWM
17
Accel Wealth Management
Iowa
$9K
Bank of America
18
Bank of America
North Carolina
$6K
TNB
19
Thomasville National Bank
Georgia
$6K +$339K +11,048 New
GWM
20
Geneos Wealth Management
Colorado
$4K
SWM
21
Spire Wealth Management
Virginia
$4K +$3.99K +130 New
FIA
22
FNY Investment Advisers
New York
$3K +$3.07K +100 New
RCA
23
Ranch Capital Advisors
Florida
$3K +$3.19K +104 New
FIG
24
Fortress Investment Group
New York
-$3.05M -94,867 Closed
BCV
25
Banque Cantonale Vaudoise
Switzerland
-$71K -2,500 Closed