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SABA

Saba Capital Income & Opportunities Fund II
SABA

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
126
Geneos Wealth Management
Colorado
$23K – – –
GI
127
Gradient Investments
Minnesota
$22K – – –
IF
128
Ironwood Financial
Arizona
$19K – – –
TCM
129
Tradewinds Capital Management
Washington
$18K – – –
CFGS
130
Concourse Financial Group Securities
Alabama
$16K – – –
WT
131
Washington Trust
Rhode Island
$15K +$16.4K +1,393 New
APA
132
American Portfolios Advisors
New York
$15K -$70.3K -5,986 -81%
IRC
133
Investors Research Corp
Georgia
$14K – – –
PWMG
134
Prestige Wealth Management Group
New Jersey
$11K – – –
SW
135
SVB Wealth
Massachusetts
$11K – – –
BC
136
Bartlett & Co
Ohio
$11K +$11.7K +1,000 New
BCWM
137
Bartlett & Co Wealth Management
Ohio
$10.7K -$18.8K -1,600 -62%
SWM
138
Sugarloaf Wealth Management
Georgia
$8K – – –
PFGIA
139
Patriot Financial Group Insurance Agency
Massachusetts
$5K – – –
SIS
140
Sound Income Strategies
Florida
$5K – – –
EWM
141
Endurance Wealth Management
Rhode Island
$4K – – –
HNB
142
Huntington National Bank
Ohio
$4K – – –
CHA
143
Carmichael Hill & Associates
Maryland
$3K – – –
DSC
144
Duncker Streett & Co
Missouri
$3K – – –
JCM
145
Jacobi Capital Management
Pennsylvania
$1K – – –
S
146
SignatureFD
Georgia
$1K – – –
WLPWM
147
Walled Lake Planning & Wealth Management
Illinois
$1K +$611 +52 New
OMC
148
Old Mission Capital
Illinois
– -$2.06M -168,200 Closed
AC
149
Almitas Capital
California
– -$798K -65,086 Closed
PAS
150
Park Avenue Securities
New York
– -$473K -38,583 Closed
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