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FINS

Angel Oak Financial Strategies Income Term Trust
FINS

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$30.8M +$213K +14,403 +0.7%
UBS Group
2
UBS Group
Switzerland
$12.7M -$961K -65,013 -7%
SIA
3
Sit Investment Associates
Minnesota
$8.68M +$206K +13,941 +2%
RJA
4
Raymond James & Associates
Florida
$6.12M -$4.34M -294,040 -41%
Wolverine Trading
5
Wolverine Trading
Illinois
$6M – – –
COLIM
6
City of London Investment Management
United Kingdom
$5.34M +$318K +21,541 +6%
TJHA
7
Thomas J. Herzfeld Advisors
Florida
$3.84M +$198K +13,406 +5%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$3.26M -$60.6K -4,103 -2%
LPL Financial
9
LPL Financial
California
$3.08M -$60.8K -4,114 -2%
EPM
10
Equitec Proprietary Markets
Illinois
$3.07M -$20.7K -1,400 -0.7%
GA
11
GraniteShares Advisors
New York
$2.56M +$74.8K +5,064 +3%
Wells Fargo
12
Wells Fargo
California
$1.92M +$43.5K +2,943 +2%
CPIG
13
Chicago Partners Investment Group
Illinois
$1.89M +$6.29K +426 +0.3%
TPWM
14
Twelve Points Wealth Management
Massachusetts
$1.66M -$9K -609 -0.5%
SCM
15
Saba Capital Management
New York
$1.37M +$1.39M +94,038 New
Stifel Financial
16
Stifel Financial
Missouri
$1.17M -$52.5K -3,555 -4%
NFG
17
Nations Financial Group
Iowa
$1.08M +$296K +20,000 +37%
MGWM
18
Marks Group Wealth Management
Minnesota
$1.07M +$16.3K +1,102 +2%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$896K +$26.9K +1,821 +3%
Bank of America
20
Bank of America
North Carolina
$815K -$625K -42,274 -43%
DADC
21
D.A. Davidson & Co
Montana
$659K -$456K -30,871 -41%
Ameriprise
22
Ameriprise
Minnesota
$441K +$447K +30,225 New
Osaic Holdings
23
Osaic Holdings
Arizona
$435K +$6.58K +445 +2%
MC
24
Matisse Capital
Oregon
$338K +$42.8K +2,900 +14%
QC
25
Quantedge Capital
Singapore
$324K +$328K +22,200 New
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