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HFRO

Highland Opportunities and Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BW
76
Basepoint Wealth
Iowa
$26.2K
TCM
77
Triumph Capital Management
Colorado
$23.5K +$4.49K +700 +27%
BAM
78
Byrne Asset Management
New Jersey
$12.8K
SPIA
79
Steward Partners Investment Advisory
New York
$8.99K
SWM
80
Spire Wealth Management
Virginia
$3.56K
HWP
81
Highline Wealth Partners
California
$2.95K -$359 -56 -12%
CSC
82
Caldwell Sutter Capital
California
$2.03K
GCM
83
Gables Capital Management
Florida
$1.92K
AssetMark Inc
84
AssetMark Inc
California
$1.61K +$1.45K +226 New
SWM
85
SHP Wealth Management
Massachusetts
$1.5K
CMA
86
Cedar Mountain Advisors
Oregon
$585
SFS
87
Sunrise Financial Services
Washington
$499
Fidelity Investments
88
Fidelity Investments
Massachusetts
$164
SWP
89
Strategic Wealth Partners
Ohio
$43
VR
90
Vision Retirement
New Jersey
$19
AF
91
Advisornet Financial
Minnesota
$11 +$6 +1 +100%
KG
92
Kilter Group
New York
$5 -$14.2K -2,218 -100%
MG
93
Marex Group
-$1.17M -205,000 Closed
CAM
94
Concorde Asset Management
Michigan
-$949K -166,190 Closed
ACM
95
Arlington Capital Management
Illinois
-$881K -154,306 Closed
Citadel Advisors
96
Citadel Advisors
Florida
-$88.9K -15,564 Closed
NAS
97
NWF Advisory Services
California
-$59.4K -10,400 Closed
CW
98
Channel Wealth
California
-$57.5K -10,074 Closed
ASN
99
Advisory Services Network
Georgia
-$42.6K -7,458 Closed
LWMI
100
Legacy Wealth Management (Idaho)
Idaho
-$29.9K -5,237 Closed