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Highland Opportunities and Income Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 12,689 | $90,480 | $79,686.92 | -$10,793.08 | -11.93% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 65,120 | $371,835.2 | $408,953.6 | $37,118.4 | 9.98% |
| RS Richard Stram Marino, Stram & Associates LLC | 1,441 | $22,498.37 | $9,049.48 | -$13,448.89 | -59.78% |
 Bulldog Investors Bulldog Investors LLP | 10,715 | $75,326.45 | $66,741.59 | -$8,584.86 | -11.4% |
 Jeff Ameen Spire Wealth Management | 500 | $4,985.2 | $3,120 | -$1,865.2 | -37.41% |
 Shad Lamm Keystone Wealth Services LLC | 14,704 | $138,038.75 | $91,845.6 | -$46,193.15 | -33.46% |
| MC mike Chen Byrne Asset Management LLC | 1,800 | $19,782 | $11,178 | -$8,604 | -43.49% |
 Amanda Hawley Atria Wealth Solutions Inc. | 60,569 | $499,046.96 | $377,950.56 | -$121,096.4 | -24.27% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 18,856 | $191,864.1 | $117,137.24 | -$74,726.86 | -38.95% |
| AWL Atlas Wealth LLC Atlas Wealth LLC | 1.03M | $7.35M | $6.41M | -$938,188.26 | -12.76% |
 Ashley Meredith Abel Hall, LLC | 30,000 | $161,100 | $187,200 | $26,100 | 16.2% |
 Janice M. Powell Diversify Advisory Services, LLC | 13,015 | $94,749 | $80,953.3 | -$13,795.7 | -14.56% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 13,015 | $94,749 | $80,758.07 | -$13,990.93 | -14.77% |
 Ariadne Wealth Management Ariadne Wealth Management, LP | 52,914 | $330,140.01 | $329,125.08 | -$1,014.93 | -0.31% |
| TKP Tallon Kerry Patrick Tallon Kerry Patrick | 12,108 | $64,053 | $75,190.68 | $11,137.68 | 17.39% |
 Highline Wealth Partners LLC Highline Wealth Partners LLC | 414 | $2,475.72 | $2,575.08 | $99.36 | 4.01% |
 Jefferson H. West Legacy Investment Solutions LLC | 5,270 | $32,305.1 | $32,779.4 | $474.3 | 1.47% |
 Post Resch Tallon Group Inc. Post Resch Tallon Group Inc. | 10,496 | $74,836.4 | $64,991.23 | -$9,845.17 | -13.16% |
 North Ground Capital North Ground Capital | 24,731 | $133,494.89 | $153,826.82 | $20,331.93 | 15.23% |
 Kilter Group LLC Kilter Group LLC | 1 | $5.71 | $6.24 | $0.53 | 9.28% |
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