FINS
Angel Oak Financial Strategies Income Term Trust• Financial Services
Top holders
Institutions with disclosed positions in this stock
| Fund | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
Wealth Enhancement Advisory Services, Llc | $344.4M | 6.94M | 0.51% | -29.1% |
Gradient Investments Llc | $52.6M | 1.04M | 0.75% | +2.0% |
Richard P Slaughter Associates Inc | $13.7M | 271.0K | 2.72% | -33.6% |
Steel Grove Capital Advisors, Llc | $12.8M | 253.1K | 1.14% | +21.9% |
Islay Capital Management, Llc | $12.7M | 250.5K | 5.98% | +14.7% |
Midland Wealth Advisors, Llc | $12.6M | 248.5K | 0.58% | +6.5% |
Crescent Grove Advisors, Llc | $12.2M | 239.9K | 1.03% | +2.8% |
Vise Technologies, Inc. | $12.1M | 288.1K | 0.10% | +20.8% |
Kestra Private Wealth Services, Llc | $10.7M | 210.0K | 0.11% | +12.6% |
Kestra Advisory Services, Llc | $9.5M | 195.9K | 0.03% | +1.3% |
Weaver Consulting Group | $9.2M | 205.4K | 1.74% | -7.3% |
Sage Mountain Advisors Llc | $8.9M | 174.5K | 0.52% | +12.3% |
Independent Financial Group, Llc | $8.7M | 172.1K | 0.16% | -0.1% |
J. Team Financial, Inc. | $7.5M | 287.4K | 5.38% | +5.0% |
Northcrest Asset Manangement, Llc | $7.5M | 148.4K | 0.18% | +36.8% |
Bulwark Capital Corp | $6.6M | 129.2K | 3.47% | +1.0% |
Able Wealth Management Llc | $6.1M | 119.3K | 1.33% | -21.6% |
Wealthcare Advisory Partners Llc | $5.7M | 111.4K | 0.10% | +2.3% |
Tcfg Investment Advisors, Llc | $5.1M | 100.6K | 1.74% | -2.0% |
Fig Financial Advisory Services Inc /Adv | $4.7M | 93.4K | 2.87% | New Position |
Parsons Capital Management Inc/Ri | $4.4M | 86.7K | 0.19% | -3.3% |
Mechanics Bank Trust Department | $3.2M | 63.3K | 0.40% | +23.2% |
Xy Planning Network, Inc. | $3.2M | 62.9K | 0.34% | -7.8% |
Lewis Asset Management, Llc | $3.1M | 59.9K | 1.04% | -3.3% |
Commonwealth Equity Services, Llc | $2.8M | 55.6K | 0.00% | +55.6% |
Noble Wealth Management Pbc | $2.7M | 229.1K | 1.22% | -1.1% |
Concurrent Investment Advisors, Llc | $2.7M | 53.4K | 0.01% | -54.6% |
Onyx Bridge Wealth Group Llc | $2.3M | 105.3K | 0.15% | New Position |
Farther Finance Advisors, Llc | $2.1M | 119.0K | 0.01% | +51.4% |
Castleview Partners, Llc | $2.1M | 41.4K | 0.92% | -8.9% |
Tradewell Securities, Llc. | $2.1M | 40.7K | 0.70% | +14.0% |
Embree Financial Group | $2M | 240.7K | 0.19% | -2.1% |
Patten & Patten Inc/Tn | $2M | 240.0K | 0.10% | -0.6% |
Wealth Enhancement Trust Services, Inc. | $1.9M | 37.9K | 0.18% | +394.6% |
Rfg Advisory, Llc | $1.9M | 184.2K | 0.02% | -6.9% |
Cambridge Investment Research Advisors, Inc. | $1.8M | 36.2K | 0.00% | +23.8% |
Balefire, Llc | $1.5M | 30.3K | 0.24% | +39.3% |
Paladin Wealth, Llc | $1.1M | 22.4K | 0.61% | +15.1% |
Vontobel Holding Ltd. | $1.1M | 135.0K | 0.00% | Unchanged |
M Wealth Management, Llc | $1.1M | 21.7K | 0.85% | -28.6% |
United Asset Strategies, Inc. | $992K | 121.4K | 0.07% | +6.2% |
Twelve Points Wealth Management Llc | $635K | 53.5K | 0.12% | -30.8% |
Perigon Wealth Management, Llc | $625K | 12.3K | 0.01% | +0.1% |
Partners Wealth Management, Llc | $517K | 10.1K | 0.05% | New Position |
Riverwater Partners Llc | $436K | 8.6K | 0.12% | -1.1% |
Redwood Family Wealth Llc | $434K | 8.6K | 0.38% | -3.1% |
Stonex Group Inc. | $429K | 8.4K | 0.02% | New Position |
Rmr Wealth Builders | $418K | 8.2K | 0.02% | -32.2% |
Choreo, Llc | $358K | 30.0K | 0.00% | -0.3% |
Altfest L J & Co Inc | $271K | 33.2K | 0.03% | -97.3% |