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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
$27.7M +$894K +69,140 +3%
KIM
2
Karpus Investment Management
New York
$27.5M +$7.84M +605,779 +37%
UBS Group
3
UBS Group
Switzerland
$11.4M +$717K +55,447 +6%
AW
4
Atlas Wealth
Ohio
$8.83M -$32.4K -2,503 -0.3%
SCM
5
Saba Capital Management
New York
$7.85M +$2.24M +173,251 +37%
SIA
6
Sit Investment Associates
Minnesota
$6.73M -$924K -71,437 -12%
Wolverine Trading
7
Wolverine Trading
Illinois
$5.14M – – –
NFG
8
Nations Financial Group
Iowa
$3.36M +$670K +51,755 +23%
Wells Fargo
9
Wells Fargo
California
$3.14M +$7.43K +574 +0.2%
TJHA
10
Thomas J. Herzfeld Advisors
Florida
$2.69M +$825K +63,774 +41%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$2.6M +$1.55K +120 +0.1%
EPM
12
Equitec Proprietary Markets
Illinois
$2.59M – – –
LPL Financial
13
LPL Financial
California
$2.35M -$192K -14,844 -7%
CPIG
14
Chicago Partners Investment Group
Illinois
$1.55M +$1.67K +129 +0.1%
RJA
15
Raymond James & Associates
Florida
$1.44M -$160K -12,360 -10%
Stifel Financial
16
Stifel Financial
Missouri
$1.4M +$213K +16,478 +17%
TPWM
17
Twelve Points Wealth Management
Massachusetts
$1.35M -$21.7K -1,680 -2%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.15M +$86.3K +6,671 +8%
MC
19
Matisse Capital
Oregon
$986K – – –
CA
20
Corrado Advisors
New Jersey
$749K -$37.3K -2,885 -5%
Osaic Holdings
21
Osaic Holdings
Arizona
$745K -$56.6K -4,375 -7%
SFS
22
Shaker Financial Services
Virginia
$615K +$646K +49,910 New
GC
23
Guggenheim Capital
Illinois
$593K -$8.91K -689 -1%
WS
24
Wedbush Securities
California
$467K +$492 +38 +0.1%
DWM
25
Dakota Wealth Management
Florida
$443K +$18.8K +1,450 +4%
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