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SABA

Saba Capital Income & Opportunities Fund II

Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
51
North Star Investment Management
Illinois
$34.5K +$289 +35 +0.9%
JFA
52
JNBA Financial Advisors
Minnesota
$29.7K -$8.55K -1,036 -23%
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$25K +$8.64K +1,047 +56%
Bank of America
54
Bank of America
North Carolina
$21.9K
NCM
55
Northwest Capital Management
Oregon
$16K
FFO
56
Fortitude Family Office
Arizona
$14.9K +$6.19K +750 +75%
IRC
57
Investors Research Corp
Georgia
$11.4K
FFWM
58
Future Financial Wealth Management
Ohio
$9.62K +$9.32K +1,130 New
CA
59
CoreCap Advisors
Michigan
$8.94K +$8.66K +1,050 New
IA
60
IFP Advisors
Florida
$8.51K -$16.5K -2,000 -67%
Bessemer Group
61
Bessemer Group
New Jersey
$8K +$520 +63 +7%
GJIA
62
Glass Jacobson Investment Advisors
Maryland
$7.23K
SWM
63
Sugarloaf Wealth Management
Georgia
$6.58K
DJSG
64
D.J. St. Germain
Massachusetts
$6.06K
CAS
65
Coppell Advisory Solutions
Texas
$5.05K -$1.86K -225 -27%
IAIM
66
International Assets Investment Management
Florida
$4.25K
SIS
67
Sound Income Strategies
Florida
$4.25K
GWM
68
Geneos Wealth Management
Colorado
$3.93K +$3.81K +462 New
SSB
69
Sandy Spring Bank
Maryland
$2.98K +$413 +50 +17%
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$2.77K
SWA
71
SOA Wealth Advisors
New York
$2.77K
GC
72
Gould Capital
Washington
$2.55K
HGERS
73
Householder Group Estate & Retirement Specialist
Arizona
$2K +$41 +5 +2%
S
74
SignatureFD
Georgia
$553
GJWM
75
Gilliland Jeter Wealth Management
Arkansas
$485