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icono de HFRO

Highland Opportunities and Income Fund
HFRO

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Basepoint Wealth
76
Basepoint Wealth
Iowa
USD 26.2 k – – –
Triumph Capital Management
77
Triumph Capital Management
Colorado
USD 23.5 k +USD 4.49 k +700 +27%
Byrne Asset Management
78
Byrne Asset Management
New Jersey
USD 12.8 k – – –
Steward Partners Investment Advisory
79
Steward Partners Investment Advisory
New York
USD 8.99 k – – –
Spire Wealth Management
80
Spire Wealth Management
Virginia
USD 3.56 k – – –
Highline Wealth Partners
81
Highline Wealth Partners
California
USD 2.95 k -USD 359 -56 -12%
Caldwell Sutter Capital
82
Caldwell Sutter Capital
California
USD 2.03 k – – –
Gables Capital Management
83
Gables Capital Management
Florida
USD 1.92 k – – –
AssetMark Inc
84
AssetMark Inc
California
USD 1.61 k +USD 1.45 k +226 Nuevas
SHP Wealth Management
85
SHP Wealth Management
Massachusetts
USD 1.5 k – – –
Cedar Mountain Advisors
86
Cedar Mountain Advisors
Oregon
USD 585 – – –
Sunrise Financial Services
87
Sunrise Financial Services
Washington
USD 499 – – –
Fidelity Investments
88
Fidelity Investments
Massachusetts
USD 164 – – –
Strategic Wealth Partners
89
Strategic Wealth Partners
Ohio
USD 43 – – –
Vision Retirement
90
Vision Retirement
New Jersey
USD 19 – – –
Advisornet Financial
91
Advisornet Financial
Minnesota
USD 11 +USD 6 +1 +100%
Kilter Group
92
Kilter Group
New York
USD 5 -USD 14.2 k -2,218 -100%
Marex Group
93
Marex Group
– -USD 1.17 M -205,000 Cerradas
Concorde Asset Management
94
Concorde Asset Management
Michigan
– -USD 949 k -166,190 Cerradas
Arlington Capital Management
95
Arlington Capital Management
Illinois
– -USD 881 k -154,306 Cerradas
Citadel Advisors
96
Citadel Advisors
Florida
– -USD 88.9 k -15,564 Cerradas
NWF Advisory Services
97
NWF Advisory Services
California
– -USD 59.4 k -10,400 Cerradas
Channel Wealth
98
Channel Wealth
California
– -USD 57.5 k -10,074 Cerradas
Advisory Services Network
99
Advisory Services Network
Georgia
– -USD 42.6 k -7,458 Cerradas
Legacy Wealth Management (Idaho)
100
Legacy Wealth Management (Idaho)
Idaho
– -USD 29.9 k -5,237 Cerradas
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