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FINS

Angel Oak Financial Strategies Income Term Trust

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
26
Summit Asset Management
Tennessee
$332K
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$308K
LOPW
28
Live Oak Private Wealth
North Carolina
$276K
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$251K +$19.6K +1,500 +8%
WS
30
Wedbush Securities
California
$240K +$10.8K +827 +5%
MFA
31
Mayflower Financial Advisors
Massachusetts
$238K +$244K +18,700 New
Lido Advisors
32
Lido Advisors
California
$172K
SFS
33
Shaker Financial Services
Virginia
$152K -$1.22M -93,285 -89%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$132K +$2.01K +154 +2%
PI
35
PFG Investments
New York
$129K
CA
36
CoreCap Advisors
Michigan
$92.5K +$94.7K +7,258 New
Fifth Third Bancorp
37
Fifth Third Bancorp
Ohio
$56.7K +$58K +4,446 New
MHIP
38
Mountain Hill Investment Partners
New Jersey
$42.5K
GIA
39
GHP Investment Advisors
Colorado
$31.9K +$32.6K +2,500 New
LFG
40
Larson Financial Group
Missouri
$5.1K +$91 +7 +2%
NEWAS
41
N.E.W. Advisory Services
Wisconsin
$4.55K
HWP
42
Highline Wealth Partners
California
$3.83K
Corient Private Wealth
43
Corient Private Wealth
Florida
$383
SG
44
StoneX Group
New York
-$203K -15,349 Closed
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
-$151K -11,428 Closed
KAS
46
Kestra Advisory Services
Texas
-$52.8K -4,000 Closed