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FINS

Angel Oak Financial Strategies Income Term Trust

Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
26
Corient Private Wealth
Florida
$521K +$136K +10,666 +36%
CL
27
Choreo LLC
Illinois
$385K +$52.1K +4,081 +16%
SFS
28
Shaker Financial Services
Virginia
$374K +$221K +17,291 +145%
SAM
29
Summit Asset Management
Tennessee
$333K
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$313K
LOPW
31
Live Oak Private Wealth
North Carolina
$277K
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$254K +$2.2K +172 +0.9%
MFA
33
Mayflower Financial Advisors
Massachusetts
$239K
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$145K +$144K +11,303 New
PAG
35
Private Advisor Group
New Jersey
$141K +$141K +11,039 New
Citadel Advisors
36
Citadel Advisors
Florida
$139K +$139K +10,859 New
Mariner
37
Mariner
Kansas
$128K +$128K +10,001 New
AAP
38
Arax Advisory Partners
Colorado
$116K +$116K +9,084 New
Fifth Third Bancorp
39
Fifth Third Bancorp
Ohio
$56.9K
IA
40
IFG Advisory
Georgia
$51.3K +$51.2K +4,009 New
IWC
41
Integrated Wealth Concepts
Massachusetts
$46.1K +$46K +3,600 New
MHIP
42
Mountain Hill Investment Partners
New Jersey
$42.7K
NEWAS
43
N.E.W. Advisory Services
Wisconsin
$4.57K
HWP
44
Highline Wealth Partners
California
$3.84K
WS
45
Wedbush Securities
California
-$240K -18,807 Closed
Lido Advisors
46
Lido Advisors
California
-$172K -13,467 Closed
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
-$132K -10,343 Closed
PI
48
PFG Investments
New York
-$129K -10,080 Closed
CA
49
CoreCap Advisors
Michigan
-$92.5K -7,258 Closed
GIA
50
GHP Investment Advisors
Colorado
-$31.9K -2,500 Closed