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icono de FINS

Angel Oak Financial Strategies Income Term Trust
FINS

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Corient Private Wealth
26
Corient Private Wealth
Florida
USD 521 k +USD 136 k +10,666 +36%
Choreo LLC
27
Choreo LLC
Illinois
USD 385 k +USD 52.1 k +4,081 +16%
SFS
28
Shaker Financial Services
Virginia
USD 374 k +USD 221 k +17,291 +145%
Summit Asset Management
29
Summit Asset Management
Tennessee
USD 333 k – – –
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
USD 313 k – – –
Live Oak Private Wealth
31
Live Oak Private Wealth
North Carolina
USD 277 k – – –
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
USD 254 k +USD 2.2 k +172 +0.9%
Mayflower Financial Advisors
33
Mayflower Financial Advisors
Massachusetts
USD 239 k – – –
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
USD 145 k +USD 144 k +11,303 Nuevas
Private Advisor Group
35
Private Advisor Group
New Jersey
USD 141 k +USD 141 k +11,039 Nuevas
Citadel Advisors
36
Citadel Advisors
Florida
USD 139 k +USD 139 k +10,859 Nuevas
Mariner
37
Mariner
Kansas
USD 128 k +USD 128 k +10,001 Nuevas
Arax Advisory Partners
38
Arax Advisory Partners
Colorado
USD 116 k +USD 116 k +9,084 Nuevas
Fifth Third Bancorp
39
Fifth Third Bancorp
Ohio
USD 56.9 k – – –
IFG Advisory
40
IFG Advisory
Georgia
USD 51.3 k +USD 51.2 k +4,009 Nuevas
MHIP
41
Mountain Hill Investment Partners
New Jersey
USD 42.7 k – – –
NEWAS
42
N.E.W. Advisory Services
Wisconsin
USD 4.57 k – – –
HWP
43
Highline Wealth Partners
California
USD 3.84 k – – –
Wedbush Securities
44
Wedbush Securities
California
– -USD 240 k -18,807 Cerradas
Lido Advisors
45
Lido Advisors
California
– -USD 172 k -13,467 Cerradas
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
– -USD 132 k -10,343 Cerradas
PFG Investments
47
PFG Investments
New York
– -USD 129 k -10,080 Cerradas
CoreCap Advisors
48
CoreCap Advisors
Michigan
– -USD 92.5 k -7,258 Cerradas
GHP Investment Advisors
49
GHP Investment Advisors
Colorado
– -USD 31.9 k -2,500 Cerradas
Larson Financial Group
50
Larson Financial Group
Missouri
– -USD 5.1 k -400 Cerradas
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