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PhenixFIN

Name Holding Trade Value Shares
Change
Change in
Stake
2L
1
22NW LP
Washington
$4.81M +$4.47M +117,885 New
Morgan Stanley
2
Morgan Stanley
New York
$2.86M +$562K +14,835 +27%
AFG
3
American Financial Group
Ohio
$2.62M
MCP
4
Moab Capital Partners
New York
$1.62M +$1.5M +39,644 New
CIM
5
Confluence Investment Management
Missouri
$948K
Legal & General Group
6
Legal & General Group
United Kingdom
$703K -$67.6K -1,783 -9%
Millennium Management
7
Millennium Management
New York
$455K -$85K -2,244 -17%
ACM
8
Adalta Capital Management
New York
$407K +$379K +10,000 New
LW
9
Linscomb Wealth
Texas
$321K
Osaic Holdings
10
Osaic Holdings
Arizona
$246K -$21.7K -574 -9%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$232K -$50K -1,319 -19%
RG
12
Retirement Group
California
$164K -$1.9K -50 -1%
CLOS
13
Compagnie Lombard Odier SCmA
Switzerland
$102K
BCV
14
Banque Cantonale Vaudoise
Switzerland
$102K +$94.7K +2,500 New
TJHA
15
Thomas J. Herzfeld Advisors
Florida
$85K +$78.9K +2,083 New
OSAM
16
O'Shaughnessy Asset Management
Connecticut
$74K +$69.3K +1,828 New
UBS Group
17
UBS Group
Switzerland
$47K -$14.5K -382 -25%
APWA
18
Atlas Private Wealth Advisors
New Jersey
$40K -$16.1K -425 -30%
Wells Fargo
19
Wells Fargo
California
$12K +$38 +1 +0.4%
AWM
20
Accel Wealth Management
Iowa
$11K
Bank of America
21
Bank of America
North Carolina
$8K +$1.14K +30 +18%
BWA
22
BDO Wealth Advisors
Florida
$7K -$5.08K -134 -44%
GWM
23
Geneos Wealth Management
Colorado
$5K
SWM
24
Spire Wealth Management
Virginia
$5K
RCA
25
Ranch Capital Advisors
Florida
$4K