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PhenixFIN

Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$6.22M
ACM
2
Adalta Capital Management
New York
$4.54M +$251K +7,026 +6%
2L
3
22NW LP
Washington
$4.24M
Morgan Stanley
4
Morgan Stanley
New York
$2.62M -$94.8K -2,657 -4%
AFG
5
American Financial Group
Ohio
$2.32M
Legal & General Group
6
Legal & General Group
United Kingdom
$609K
AC
7
Almitas Capital
California
$552K
CIM
8
Confluence Investment Management
Missouri
$531K
CLOS
9
Compagnie Lombard Odier SCmA
Switzerland
$92.7K
Osaic Holdings
10
Osaic Holdings
Arizona
$86K -$11.9K -333 -12%
RG
11
Retirement Group
California
$51K -$10.5K -293 -17%
UBS Group
12
UBS Group
Switzerland
$21.1K -$107K -3,004 -84%
National Bank of Canada
13
National Bank of Canada
Quebec, Canada
$13.4K +$3.67K +103 +38%
Wells Fargo
14
Wells Fargo
California
$11.4K -$36 -1 -0.3%
Bank of America
15
Bank of America
North Carolina
$900
WIM
16
WealthPlan Investment Management
Nebraska
$900 +$892 +25 New
SS
17
Sunbelt Securities
Texas
$576 +$571 +16 New
HNB
18
Huntington National Bank
Ohio
$1
GIM
19
Greenwich Investment Management
Connecticut
-$330K -10,632 Closed
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
-$4K -150 Closed
TRCT
21
Tower Research Capital (TRC)
New York
+$36 +1 New