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Highland Opportunities and Income Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 142,243 | $812,207.53 | $1.08M | $270,972.91 | 33.36% |
 Bulldog Investors Bulldog Investors LLP | 10,715 | $75,326.45 | $81,440.43 | $6,113.98 | 8.12% |
 Jeff Ameen Spire Wealth Management | 500 | $4,985.2 | $3,815 | -$1,170.2 | -23.47% |
| SL Shad Lamm Keystone Wealth Services LLC | 21,330 | $210,858.49 | $162,961.2 | -$47,897.29 | -22.72% |
| MC mike Chen Byrne Asset Management LLC | 1,800 | $19,782 | $13,680 | -$6,102 | -30.85% |
 Amanda Hawley Atria Wealth Solutions Inc. | 60,569 | $499,046.96 | $463,243.83 | -$35,803.13 | -7.17% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 29,135 | $297,736.9 | $222,300.05 | -$75,436.85 | -25.34% |
| CWL Channel Wealth LLC Channel Wealth LLC | 10,074 | $87,999.95 | $77,065.09 | -$10,934.86 | -12.43% |
 Jae Cho Marex Group plc | 205,000 | $1.23M | $1.55M | $325,949.84 | 26.59% |
 Ashley Meredith Abel Hall, LLC | 30,000 | $161,100 | $225,450 | $64,350 | 39.94% |
 Ariadne Wealth Management Ariadne Wealth Management, LP | 52,900 | $330,040.2 | $394,105 | $64,064.8 | 19.41% |
| TKP Tallon Kerry Patrick Tallon Kerry Patrick | 12,108 | $64,053 | $90,204.6 | $26,151.6 | 40.83% |
 Highline Wealth Partners LLC Highline Wealth Partners LLC | 470 | $2,810.6 | $3,586.1 | $775.5 | 27.59% |
 Jefferson H. West Legacy Investment Solutions LLC | 5,270 | $32,305.1 | $39,472.3 | $7,167.2 | 22.19% |
 Legacy Wealth Managment LLC/ID Legacy Wealth Managment LLC/ID | 5,237 | $32,102.81 | $39,225.13 | $7,122.32 | 22.19% |
 Heather Scully NWF Advisory Services Inc. | 10,400 | $54,080 | $77,896 | $23,816 | 44.04% |
 Post Resch Tallon Group Inc. Post Resch Tallon Group Inc. | 10,485 | $74,755 | $78,060.82 | $3,305.82 | 4.42% |
 North Ground Capital North Ground Capital | 22,081 | $114,600.39 | $164,061.83 | $49,461.44 | 43.16% |
| MHI Mountain Hill Investment Partners Corp Mountain Hill Investment Partners Corp | 125 | $655.31 | $952.5 | $297.19 | 45.35% |
| KGL Kilter Group LLC Kilter Group LLC | 2,219 | $14,057.31 | $16,484.95 | $2,427.64 | 17.27% |
