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Angel Oak Financial Strategies Income Term Trust

Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
26
Comerica Bank
Texas
$249K +$156K +12,096 +161%
WS
27
Wedbush Securities
California
$226K +$24.6K +1,900 +12%
CCG
28
Catalina Capital Group
California
$204K +$208K +16,052 New
SA
29
SFI Advisors
New Jersey
$172K – – –
Lido Advisors
30
Lido Advisors
California
$171K – – –
DADC
31
D.A. Davidson & Co
Montana
$163K – – –
IP
32
Ignite Planners
California
$142K -$3.1K -240 -2%
WAM
33
Worth Asset Management
Texas
$139K +$142K +10,964 New
RAM
34
Readystate Asset Management
Illinois
$138K +$140K +10,848 New
LOPW
35
Live Oak Private Wealth
North Carolina
$135K – – –
MHIP
36
Mountain Hill Investment Partners
New Jersey
$31.8K +$32.3K +2,500 New
SPIA
37
Steward Partners Investment Advisory
New York
$18K -$20.5K -1,583 -53%
LFG
38
Larson Financial Group
Missouri
$4.52K +$116 +9 +3%
HighTower Advisors
39
HighTower Advisors
Illinois
– -$405K -30,919 Closed
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
– -$154K -11,667 Closed
OPTFSNA
41
Old Point Trust & Financial Services N A
Virginia
– -$26.4K -2,000 Closed
Bessemer Group
42
Bessemer Group
New Jersey
– -$11K -852 Closed
PMFA
43
Plante Moran Financial Advisors
Michigan
– -$7.75K -586 Closed
Fidelity Investments
44
Fidelity Investments
Massachusetts
– -$13 -1 Closed