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PhenixFIN

Name Holding Trade Value Shares
Change
Change in
Stake
2L
1
22NW LP
Washington
$5.06M
Morgan Stanley
2
Morgan Stanley
New York
$3.05M +$46.5K +1,113 +2%
AFG
3
American Financial Group
Ohio
$2.76M
MCP
4
Moab Capital Partners
New York
$1.78M +$79.6K +1,906 +5%
CIM
5
Confluence Investment Management
Missouri
$1M
ACM
6
Adalta Capital Management
New York
$825K +$386K +9,235 +92%
Legal & General Group
7
Legal & General Group
United Kingdom
$711K -$27.2K -652 -4%
Millennium Management
8
Millennium Management
New York
$391K -$86.8K -2,079 -19%
LW
9
Linscomb Wealth
Texas
$337K
Osaic Holdings
10
Osaic Holdings
Arizona
$256K -$3.3K -79 -1%
RG
11
Retirement Group
California
$173K +$42 +1 +0%
TJHA
12
Thomas J. Herzfeld Advisors
Florida
$141K +$50.1K +1,200 +58%
OSAM
13
O'Shaughnessy Asset Management
Connecticut
$122K +$42.8K +1,024 +56%
BCV
14
Banque Cantonale Vaudoise
Switzerland
$107K
CLOS
15
Compagnie Lombard Odier SCmA
Switzerland
$107K
UBS Group
16
UBS Group
Switzerland
$31K -$18K -430 -37%
APWA
17
Atlas Private Wealth Advisors
New Jersey
$23K -$17.7K -424 -44%
AWM
18
Accel Wealth Management
Iowa
$12K
Wells Fargo
19
Wells Fargo
California
$11K -$1.09K -26 -9%
Bank of America
20
Bank of America
North Carolina
$9K
BWA
21
BDO Wealth Advisors
Florida
$7K
SWM
22
Spire Wealth Management
Virginia
$6K
GWM
23
Geneos Wealth Management
Colorado
$5K
RCA
24
Ranch Capital Advisors
Florida
$4K
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
-$232K -5,719 Closed