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ícone de HFRO

Highland Opportunities and Income Fund
HFRO

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Basepoint Wealth
76
Basepoint Wealth
Iowa
US$ 26,2 mil – – –
Triumph Capital Management
77
Triumph Capital Management
Colorado
US$ 23,5 mil +US$ 4,49 mil +700 +27%
Byrne Asset Management
78
Byrne Asset Management
New Jersey
US$ 12,8 mil – – –
Steward Partners Investment Advisory
79
Steward Partners Investment Advisory
New York
US$ 8,99 mil – – –
Spire Wealth Management
80
Spire Wealth Management
Virginia
US$ 3,56 mil – – –
Highline Wealth Partners
81
Highline Wealth Partners
California
US$ 2,95 mil -US$ 359 -56 -12%
Caldwell Sutter Capital
82
Caldwell Sutter Capital
California
US$ 2,03 mil – – –
Gables Capital Management
83
Gables Capital Management
Florida
US$ 1,92 mil – – –
AssetMark Inc
84
AssetMark Inc
California
US$ 1,61 mil +US$ 1,45 mil +226 Nova
SHP Wealth Management
85
SHP Wealth Management
Massachusetts
US$ 1,5 mil – – –
Cedar Mountain Advisors
86
Cedar Mountain Advisors
Oregon
US$ 585 – – –
Sunrise Financial Services
87
Sunrise Financial Services
Washington
US$ 499 – – –
Fidelity Investments
88
Fidelity Investments
Massachusetts
US$ 164 – – –
Strategic Wealth Partners
89
Strategic Wealth Partners
Ohio
US$ 43 – – –
Vision Retirement
90
Vision Retirement
New Jersey
US$ 19 – – –
Advisornet Financial
91
Advisornet Financial
Minnesota
US$ 11 +US$ 6 +1 +100%
Kilter Group
92
Kilter Group
New York
US$ 5 -US$ 14,2 mil -2.218 -100%
Marex Group
93
Marex Group
– -US$ 1,17 mi -205.000 Encerrada
Concorde Asset Management
94
Concorde Asset Management
Michigan
– -US$ 949 mil -166.190 Encerrada
Arlington Capital Management
95
Arlington Capital Management
Illinois
– -US$ 881 mil -154.306 Encerrada
Citadel Advisors
96
Citadel Advisors
Florida
– -US$ 88,9 mil -15.564 Encerrada
NWF Advisory Services
97
NWF Advisory Services
California
– -US$ 59,4 mil -10.400 Encerrada
Channel Wealth
98
Channel Wealth
California
– -US$ 57,5 mil -10.074 Encerrada
Advisory Services Network
99
Advisory Services Network
Georgia
– -US$ 42,6 mil -7.458 Encerrada
Legacy Wealth Management (Idaho)
100
Legacy Wealth Management (Idaho)
Idaho
– -US$ 29,9 mil -5.237 Encerrada
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