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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
$28.7M +$448K +31,399 +1%
SIA
2
Sit Investment Associates
Minnesota
$16.5M +$9.05M +634,105 +107%
UBS Group
3
UBS Group
Switzerland
$14.3M +$2.84M +199,280 +23%
Wolverine Trading
4
Wolverine Trading
Illinois
$5.48M – – –
RJA
5
Raymond James & Associates
Florida
$5.12M -$531K -37,188 -9%
Wells Fargo
6
Wells Fargo
California
$4.12M +$2.51M +175,575 +133%
TJHA
7
Thomas J. Herzfeld Advisors
Florida
$2.94M -$630K -44,157 -17%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$2.91M -$87.2K -6,105 -3%
EPM
9
Equitec Proprietary Markets
Illinois
$2.82M – – –
LPL Financial
10
LPL Financial
California
$2.81M -$28.2K -1,976 -0.9%
NFG
11
Nations Financial Group
Iowa
$2.35M +$1.45M +101,301 +137%
GA
12
GraniteShares Advisors
New York
$2.32M -$29.5K -2,069 -1%
COLIM
13
City of London Investment Management
United Kingdom
$2.29M -$2.78M -194,624 -53%
CPIG
14
Chicago Partners Investment Group
Illinois
$1.64M +$2.6K +182 +0.1%
SCM
15
Saba Capital Management
New York
$1.51M +$262K +18,357 +20%
TPWM
16
Twelve Points Wealth Management
Massachusetts
$1.5M -$23K -1,614 -1%
Osaic Holdings
17
Osaic Holdings
Arizona
$1.11M +$763K +53,452 +181%
Stifel Financial
18
Stifel Financial
Missouri
$1.06M -$20K -1,398 -2%
MC
19
Matisse Capital
Oregon
$986K +$720K +50,411 +217%
MGWM
20
Marks Group Wealth Management
Minnesota
$980K – – –
CA
21
Corrado Advisors
New Jersey
$852K +$908K +63,585 New
GC
22
Guggenheim Capital
Illinois
$679K +$723K +50,669 New
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$661K -$173K -12,097 -20%
SFS
24
Shaker Financial Services
Virginia
$625K +$666K +46,654 New
Ameriprise
25
Ameriprise
Minnesota
$583K +$190K +13,294 +44%
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