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HFRO

Highland Opportunities and Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
JWM
76
Jackson Wealth Management
Florida
$120K
RJFSA
77
Raymond James Financial Services Advisors
Florida
$100K -$108K -12,400 -53%
SWM
78
Spire Wealth Management
Virginia
$86.3K +$288 +33 +0.3%
HNB
79
Huntington National Bank
Ohio
$48.1K
IA
80
IFP Advisors
Florida
$31K +$3.79K +434 +14%
BBPWM
81
Blue Bell Private Wealth Management
Pennsylvania
$25K
CFD
82
Creative Financial Designs
Indiana
$21.3K
Bank of America
83
Bank of America
North Carolina
$21.1K -$16.6K -1,896 -45%
Bessemer Group
84
Bessemer Group
New Jersey
$20K +$4.85K +555 +33%
BAM
85
Byrne Asset Management
New Jersey
$16K
PGAM
86
Princeton Global Asset Management
New Jersey
$10.2K
RCM
87
Raleigh Capital Management
North Carolina
$8.58K
EC
88
Elequin Capital
New York
$8.12K +$7.86K +899 New
FFA
89
Farther Finance Advisors
California
$7.53K +$7.29K +834 New
JFA
90
JNBA Financial Advisors
Minnesota
$5.53K +$131 +15 +3%
AA
91
AlphaMark Advisors
Kentucky
$5K
CWP
92
Concord Wealth Partners
Virginia
$4.63K +$114 +13 +3%
SIS
93
Sound Income Strategies
Florida
$3.45K
CSC
94
Caldwell Sutter Capital
California
$2.57K +$2.49K +285 New
CMA
95
Cedar Mountain Advisors
Oregon
$740
CAS
96
Coppell Advisory Solutions
Texas
$73 +$70 +8 New
NA
97
NewEdge Advisors
Louisiana
$65
LI
98
LVZ Inc
Michigan
-$1.52M -173,119 Closed
Walleye Capital
99
Walleye Capital
New York
-$1.16M -131,445 Closed
QC
100
Quantedge Capital
Singapore
-$971K -110,506 Closed