FINS icon

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
MHIP
41
Mountain Hill Investment Partners
New Jersey
$42.7K – – –
NEWAS
42
N.E.W. Advisory Services
Wisconsin
$4.57K – – –
HWP
43
Highline Wealth Partners
California
$3.84K – – –
WS
44
Wedbush Securities
California
– -$240K -18,807 Closed
Lido Advisors
45
Lido Advisors
California
– -$172K -13,467 Closed
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
– -$132K -10,343 Closed
PI
47
PFG Investments
New York
– -$129K -10,080 Closed
CA
48
CoreCap Advisors
Michigan
– -$92.5K -7,258 Closed
GIA
49
GHP Investment Advisors
Colorado
– -$31.9K -2,500 Closed
LFG
50
Larson Financial Group
Missouri
– -$5.1K -400 Closed