Highland Opportunities and Income Fund(HFRO)

$7.39—Stale · unknown old

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Highland Opportunities and Income Fund(HFRO)

NYSE • Last print unknown ago

$7.39—Stale · unknown old

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HFRO(HFRO)

HFRO

Overview Fair Value Stream Notebook Intel Chart History Fundamentals TTM Earnings Analysts News Financials Insiders Institl.DCF Peers

Institutional Ownership

Top 140 Institutional Holders

Holder	Shares	Date	Change	% Held
Saba Capital Management, L.P.	5.98M	Jun 30, 26	+828.97K	10.79%
NEXPOINT ASSET MANAGEMENT, L.P.	4.60M	Jun 30, 26	+470.40K	8.30%
RAYMOND JAMES FINANCIAL INC	3.98M	Jun 30, 26	+58.65K	7.18%
Thomas J. Herzfeld Advisors, Inc.	2.68M	Jun 30, 26	-39.19K	4.83%
MORGAN STANLEY	2.49M	Jun 30, 26	-56.57K	4.49%
ENVESTNET ASSET MANAGEMENT INC	2.18M	Jun 30, 26	+36.13K	3.94%
Invesco Ltd.	1.16M	Jun 30, 26	-247.60K	2.10%
Atlas Wealth LLC	1.03M	Jun 30, 26	+1.03M	1.86%
Cambridge Investment Research Advisors, Inc.	944.69K	Jun 30, 26	-21.19K	1.71%
Matisse Capital	617.00K	Jun 30, 26	--	1.11%
LPL Financial LLC	615.07K	Jun 30, 26	-7.64K	1.11%
ROYAL BANK OF CANADA	544.38K	Jun 30, 26	-86.83K	0.98%
OPPENHEIMER & CO INC	532.26K	Jun 30, 26	+72.04K	0.96%
Geneos Wealth Management Inc.	525.54K	Jun 30, 26	-147.26K	0.95%
Altium Capital Management LP	317.06K	Jun 30, 26	+39.99K	0.57%
Camelot Portfolios, LLC	310.04K	Jun 30, 26	-7.02K	0.56%
Closed-End Fund Advisors, Inc.	237.07K	Jun 30, 26	+1.74K	0.43%
CHOREO, LLC	206.15K	Jun 30, 26	-11.82K	0.37%
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	181.40K	Jun 30, 26	--	0.33%
PARK AVENUE SECURITIES LLC	176.28K	Jun 30, 26	-5.40K	0.32%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	176.26K	Jun 30, 26	+37.06K	0.32%
NewEdge Advisors, LLC	173.07K	Jun 30, 26	+6.75K	0.31%
Aristides Capital LLC	143.71K	Jun 30, 26	+5.61K	0.26%
IHT Wealth Management, LLC	137.40K	Jun 30, 26	-3.18K	0.25%
GRATIA CAPITAL, LLC	124.72K	Jun 30, 26	+124.72K	0.23%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	122.32K	Jun 30, 26	--	0.22%
HighTower Advisors, LLC	109.91K	Jun 30, 26	-4.12K	0.20%
Baird Financial Group, Inc.	95.80K	Jun 30, 26	-17.90K	0.17%
ADVISOR GROUP HOLDINGS, INC.	95.53K	Jun 30, 26	-15.01K	0.17%
Calamos Advisors LLC	80.20K	Jun 30, 26	+5.35K	0.14%
GILPIN WEALTH MANAGEMENT, LLC	76.55K	Jun 30, 26	-15.10K	0.14%
Creative Planning	68.55K	Jun 30, 26	+4	0.12%
HARBOUR INVESTMENTS, INC.	65.12K	Jun 30, 26	-77.12K	0.12%
Samalin Investment Counsel, LLC	56.01K	Jun 30, 26	-21.38K	0.10%
Ariadne Wealth Management, LP	52.91K	Jun 30, 26	+14	0.10%
Cetera Investment Advisers	50.97K	Jun 30, 26	-147	0.09%
XTX Topco Ltd	48.57K	Jun 30, 26	+28.58K	0.09%
AEGON USA Investment Management, LLC	47.62K	Jun 30, 26	-31.81K	0.09%
Financial Solutions Advisory Group, Inc.	44.73K	Jun 30, 26	+44.73K	0.08%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	43.43K	Jun 30, 26	+6.17K	0.08%
JANE STREET GROUP, LLC	40.66K	Jun 30, 26	+8.14K	0.07%
MERCER GLOBAL ADVISORS INC /ADV	35.83K	Jun 30, 26	--	0.06%
CSS LLC/IL	32.52K	Jun 30, 26	--	0.06%
Abel Hall, LLC	30.00K	Jun 30, 26	--	0.05%
Papamarkou Wellner Asset Management inc.	30.00K	Jun 30, 26	-15.00K	0.05%
UBS Group AG	29.94K	Jun 30, 26	+11.29K	0.05%
INTEGRATED CAPITAL MANAGEMENT, INC.	29.29K	Jun 30, 26	-4.68K	0.05%
EVOLVE PRIVATE WEALTH, LLC	28.89K	Jun 30, 26	-2.33K	0.05%
INDEPENDENT FINANCIAL GROUP, LLC	28.88K	Jun 30, 26	+251	0.05%
B. Riley Wealth Advisors, Inc.	25.82K	Jun 30, 26	+4.31K	0.05%
Mariner, LLC	25.11K	Jun 30, 26	-5.14K	0.05%
North Ground Capital	24.73K	Jun 30, 26	+2.65K	0.04%
MELFA WEALTH MANAGEMENT, LLC	18.86K	Jun 30, 26	-10.28K	0.03%
MML INVESTORS SERVICES, LLC	18.68K	Jun 30, 26	+2.35K	0.03%
One Charles Private Wealth Services, LLC	17.25K	Jun 30, 26	--	0.03%
Kestra Advisory Services, LLC	15.59K	Jun 30, 26	-19.69K	0.03%
GOLDMAN SACHS GROUP INC	15.15K	Jun 30, 26	+15.15K	0.03%
NOMURA HOLDINGS INC	15.00K	Jun 30, 26	+15.00K	0.03%
Keystone Wealth Services, LLC	14.70K	Jun 30, 26	-6.63K	0.03%
Capital Investment Advisory Services, LLC	13.08K	Jun 30, 26	+200	0.02%
DIVERSIFY WEALTH MANAGEMENT, LLC	13.02K	Jun 30, 26	+13.02K	0.02%
Diversify Advisory Services, LLC	13.02K	Jun 30, 26	+13.02K	0.02%
STEPHENS INC /AR/	12.74K	Jun 30, 26	--	0.02%
COMMONWEALTH EQUITY SERVICES, LLC	12.69K	Jun 30, 26	+163	0.02%
Koshinski Asset Management, Inc.	11.63K	Jun 30, 26	--	0.02%
Janney Montgomery Scott LLC	11.53K	Jun 30, 26	-8.74K	0.02%
Bulldog Investors, LLP	10.71K	Jun 30, 26	--	0.02%
Post Resch Tallon Group Inc.	10.48K	Jun 30, 26	+10.48K	0.02%
K2 PRINCIPAL FUND, L.P.	10.03K	Jun 30, 26	--	0.02%
Rockefeller Capital Management L.P.	9.38K	Jun 30, 26	+487	0.02%
Integrated Wealth Concepts LLC	6.92K	Jun 30, 26	+6.92K	0.01%
WELLS FARGO & COMPANY/MN	6.50K	Jun 30, 26	-1.34K	0.01%
FIFTH THIRD BANCORP	6.16K	Jun 30, 26	--	0.01%
SRS Capital Advisors, Inc.	5.04K	Jun 30, 26	+5.04K	0.01%
IFP Advisors, Inc	3.85K	Jun 30, 26	-172	0.01%
Basepoint Wealth LLC	3.67K	Jun 30, 26	--	0.01%
Triumph Capital Management	3.30K	Jun 30, 26	+700	0.01%
Byrne Asset Management LLC	1.80K	Jun 30, 26	--	0.00%
Steward Partners Investment Advisory, LLC	1.26K	Jun 30, 26	--	0.00%
Spire Wealth Management	500	Jun 30, 26	--	0.00%
HIGHLINE WEALTH PARTNERS LLC	414	Jun 30, 26	-56	0.00%
CALDWELL SUTTER CAPITAL, INC.	285	Jun 30, 26	--	0.00%
GABLES CAPITAL MANAGEMENT INC.	269	Jun 30, 26	--	0.00%
ASSETMARK, INC	226	Jun 30, 26	+226	0.00%
SHP Wealth Management	211	Jun 30, 26	--	0.00%
Cedar Mountain Advisors, LLC	82	Jun 30, 26	--	0.00%
Sunrise Financial Services, LLC	70	Jun 30, 26	--	0.00%
FMR LLC	23	Jun 30, 26	--	0.00%
Strategic Wealth Partners, Ltd.	6	Jun 30, 26	--	0.00%
Vision Retirement, LLC	3	Jun 30, 26	--	0.00%
AdvisorNet Financial, Inc	2	Jun 30, 26	+1	0.00%
Kilter Group LLC	1	Jun 30, 26	-2.22K	0.00%
Arlington Capital Management, Inc.	--	Jun 30, 26	-154.31K	--
NWF Advisory Services Inc.	--	Jun 30, 26	-10.40K	--
MAI Capital Management	--	Jun 30, 26	-59	--
Legacy Wealth Managment, LLC/ID	--	Jun 30, 26	-5.24K	--
Marex Group plc	--	Jun 30, 26	-205.00K	--
US BANCORP \DE\	--	Jun 30, 26	-1.77K	--
CITADEL ADVISORS LLC	--	Jun 30, 26	-15.56K	--
Hamrick Investment Counsel, llc	--	Jun 30, 26	-250	--
CHANNEL WEALTH LLC	--	Jun 30, 26	-10.07K	--
Mountain Hill Investment Partners Corp.	--	Jun 30, 26	-125	--
Advisory Services Network, LLC	--	Jun 30, 26	-7.46K	--
Keating Financial Advisory Services, Inc.	--	Jun 30, 26	-164	--
Concorde Asset Management, LLC	--	Jun 30, 26	-166.19K	--
U.S. Capital Wealth Advisors, LLC	12.04K	Mar 31, 26	-783	0.02%
MidWestOne Financial Group, Inc.	36.58K	Dec 31, 25	--	0.07%
COMERICA BANK	6.16K	Dec 31, 25	-264	0.01%
CIBC Private Wealth Group, LLC	419	Dec 31, 25	+7	0.00%
Atria Wealth Solutions, Inc.	60.57K	Jun 30, 25	+5.44K	0.11%
Legacy Investment Solutions, LLC	5.27K	Jun 30, 25	+5.27K	0.01%
Sandy Spring Bank	488	Mar 31, 25	+488	0.00%
Tallon Kerry Patrick	12.11K	Dec 31, 24	+12.11K	0.02%
AlphaMark Advisors, LLC	1.95K	Dec 31, 24	+39	0.00%
PRIVATE CAPITAL MANAGEMENT LLC	--	Dec 31, 24	-14.80K	--
RAYMOND JAMES & ASSOCIATES	3.69M	Sep 30, 24	+473.24K	6.66%
RAYMOND JAMES TRUST N.A.	32.26K	Sep 30, 24	-400	0.06%
BENJAMIN F. EDWARDS & COMPANY, INC.	--	Jun 30, 24	-183	--
Wealth Management Solutions, LLC	51.03K	Sep 30, 23	+225	0.09%
Claybrook Capital, LLC	38.85K	Sep 30, 23	--	0.07%
V Wealth Advisors LLC	--	Sep 30, 23	-15.79K	--
Ahrens Investment Partners LLC	7.50K	Mar 31, 23	-4.70K	0.01%
Foresight Wealth Management, LLC	--	Dec 31, 22	-11.86K	--
Hightower 6M Holding, LLC	72.92K	Sep 30, 22	-16.40K	0.13%
American Portfolios Advisors	3.03K	Sep 30, 22	+27	0.01%
B. Riley Wealth Management, Inc.	20.97K	Jun 30, 22	+20.97K	0.04%
PARAMETRIC PORTFOLIO ASSOCIATES LLC	120.59K	Mar 31, 22	+120.59K	0.22%
6 Meridian	106.26K	Dec 31, 21	-7.19K	0.19%
NEXT Financial Group, Inc	20.95K	Dec 31, 21	+4.98K	0.04%
Carroll Financial Associates, Inc.	14.90K	Dec 31, 21	--	0.03%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	43.30K	Sep 30, 21	+3.80K	0.08%
FormulaFolio Investments, LLC	76	Jun 30, 21	--	0.00%
OLD MISSION CAPITAL, LLC	53.70K	Dec 31, 20	+53.70K	0.10%
Private Wealth Advisors, Inc.	29.27K	Dec 31, 20	--	0.05%
Burford Capital Investment Management LLC	718.03K	Sep 30, 20	--	1.30%
First Allied Advisory Services, Inc.	38.76K	Sep 30, 20	+15.03K	0.07%
Advisor Group, Inc.	443.45K	Dec 31, 19	-2.44K	0.80%
LADENBURG THALMANN FINANCIAL SERVICES INC.	76.61K	Dec 31, 19	+8.52K	0.14%
BB&T SECURITIES, LLC	24.81K	Sep 30, 19	-987	0.04%
NEXT Financial Holdings	797	Mar 31, 19	+797	0.00%

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Holder

Date

Change

% Held

Saba Capital Management, L.P.

5.98M

Jun 30, 26

+828.97K

10.79%

NEXPOINT ASSET MANAGEMENT, L.P.

4.60M

Jun 30, 26

+470.40K

8.30%

RAYMOND JAMES FINANCIAL INC

3.98M

Jun 30, 26

+58.65K

7.18%

Thomas J. Herzfeld Advisors, Inc.

2.68M

Jun 30, 26

-39.19K

4.83%

MORGAN STANLEY

2.49M

Jun 30, 26

-56.57K

4.49%

ENVESTNET ASSET MANAGEMENT INC

2.18M

Jun 30, 26

+36.13K

3.94%

Invesco Ltd.

1.16M

Jun 30, 26

-247.60K

2.10%

Atlas Wealth LLC

1.03M

Jun 30, 26

+1.03M

1.86%

Cambridge Investment Research Advisors, Inc.

944.69K

Jun 30, 26

-21.19K

1.71%

Matisse Capital

617.00K

Jun 30, 26

1.11%

LPL Financial LLC

615.07K

Jun 30, 26

-7.64K

1.11%

ROYAL BANK OF CANADA

544.38K

Jun 30, 26

-86.83K

0.98%

OPPENHEIMER & CO INC

532.26K

Jun 30, 26

+72.04K

0.96%

Geneos Wealth Management Inc.

525.54K

Jun 30, 26

-147.26K

0.95%

Altium Capital Management LP

317.06K

Jun 30, 26

+39.99K

0.57%

Camelot Portfolios, LLC

310.04K

Jun 30, 26

-7.02K

0.56%

Closed-End Fund Advisors, Inc.

237.07K

Jun 30, 26

+1.74K

0.43%

CHOREO, LLC

206.15K

Jun 30, 26

-11.82K

0.37%

LANDSCAPE CAPITAL MANAGEMENT, L.L.C.

181.40K

Jun 30, 26

0.33%

PARK AVENUE SECURITIES LLC

176.28K

Jun 30, 26

-5.40K

0.32%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

176.26K

Jun 30, 26

+37.06K

0.32%

NewEdge Advisors, LLC

173.07K

Jun 30, 26

+6.75K

0.31%

Aristides Capital LLC

143.71K

Jun 30, 26

+5.61K

0.26%

IHT Wealth Management, LLC

137.40K

Jun 30, 26

-3.18K

0.25%

GRATIA CAPITAL, LLC

124.72K

Jun 30, 26

+124.72K

0.23%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

122.32K

Jun 30, 26

0.22%

HighTower Advisors, LLC

109.91K

Jun 30, 26

-4.12K

0.20%

Baird Financial Group, Inc.

95.80K

Jun 30, 26

-17.90K

0.17%

ADVISOR GROUP HOLDINGS, INC.

95.53K

Jun 30, 26

-15.01K

0.17%

Calamos Advisors LLC

80.20K

Jun 30, 26

+5.35K

0.14%

GILPIN WEALTH MANAGEMENT, LLC

76.55K

Jun 30, 26

-15.10K

0.14%

Creative Planning

68.55K

Jun 30, 26

0.12%

HARBOUR INVESTMENTS, INC.

65.12K

Jun 30, 26

-77.12K

0.12%

Samalin Investment Counsel, LLC

56.01K

Jun 30, 26

-21.38K

0.10%

Ariadne Wealth Management, LP

52.91K

Jun 30, 26

+14

0.10%

Cetera Investment Advisers

50.97K

Jun 30, 26

-147

0.09%

XTX Topco Ltd

48.57K

Jun 30, 26

+28.58K

0.09%

AEGON USA Investment Management, LLC

47.62K

Jun 30, 26

-31.81K

0.09%

Financial Solutions Advisory Group, Inc.

44.73K

Jun 30, 26

+44.73K

0.08%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

43.43K

Jun 30, 26

+6.17K

0.08%

JANE STREET GROUP, LLC

40.66K

Jun 30, 26

+8.14K

0.07%

MERCER GLOBAL ADVISORS INC /ADV

35.83K

Jun 30, 26

0.06%

CSS LLC/IL

32.52K

Jun 30, 26

0.06%

Abel Hall, LLC

30.00K

Jun 30, 26

0.05%

Papamarkou Wellner Asset Management inc.

30.00K

Jun 30, 26

-15.00K

0.05%

UBS Group AG

29.94K

Jun 30, 26

+11.29K

0.05%

INTEGRATED CAPITAL MANAGEMENT, INC.

29.29K

Jun 30, 26

-4.68K

0.05%

EVOLVE PRIVATE WEALTH, LLC

28.89K

Jun 30, 26

-2.33K

0.05%

INDEPENDENT FINANCIAL GROUP, LLC

28.88K

Jun 30, 26

+251

0.05%

B. Riley Wealth Advisors, Inc.

25.82K

Jun 30, 26

+4.31K

0.05%

Mariner, LLC

25.11K

Jun 30, 26

-5.14K

0.05%

North Ground Capital

24.73K

Jun 30, 26

+2.65K

0.04%

MELFA WEALTH MANAGEMENT, LLC

18.86K

Jun 30, 26

-10.28K

0.03%

MML INVESTORS SERVICES, LLC

18.68K

Jun 30, 26

+2.35K

0.03%

One Charles Private Wealth Services, LLC

17.25K

Jun 30, 26

0.03%

Kestra Advisory Services, LLC

15.59K

Jun 30, 26

-19.69K

0.03%

GOLDMAN SACHS GROUP INC

15.15K

Jun 30, 26

+15.15K

0.03%

NOMURA HOLDINGS INC

15.00K

Jun 30, 26

+15.00K

0.03%

Keystone Wealth Services, LLC

14.70K

Jun 30, 26

-6.63K

0.03%

Capital Investment Advisory Services, LLC

13.08K

Jun 30, 26

+200

0.02%

DIVERSIFY WEALTH MANAGEMENT, LLC

13.02K

Jun 30, 26

+13.02K

0.02%

Diversify Advisory Services, LLC

13.02K

Jun 30, 26

+13.02K

0.02%

STEPHENS INC /AR/

12.74K

Jun 30, 26

0.02%

COMMONWEALTH EQUITY SERVICES, LLC

12.69K

Jun 30, 26

+163

0.02%

Koshinski Asset Management, Inc.

11.63K

Jun 30, 26

0.02%

Janney Montgomery Scott LLC

11.53K

Jun 30, 26

-8.74K

0.02%

Bulldog Investors, LLP

10.71K

Jun 30, 26

0.02%

Post Resch Tallon Group Inc.

10.48K

Jun 30, 26

+10.48K

0.02%

K2 PRINCIPAL FUND, L.P.

10.03K

Jun 30, 26

0.02%

Rockefeller Capital Management L.P.

9.38K

Jun 30, 26

+487

0.02%

Integrated Wealth Concepts LLC

6.92K

Jun 30, 26

+6.92K

0.01%

WELLS FARGO & COMPANY/MN

6.50K

Jun 30, 26

-1.34K

0.01%

FIFTH THIRD BANCORP

6.16K

Jun 30, 26

0.01%

SRS Capital Advisors, Inc.

5.04K

Jun 30, 26

+5.04K

0.01%

IFP Advisors, Inc

3.85K

Jun 30, 26

-172

0.01%

Basepoint Wealth LLC

3.67K

Jun 30, 26

0.01%

Triumph Capital Management

3.30K

Jun 30, 26

+700

0.01%

Byrne Asset Management LLC

1.80K

Jun 30, 26

0.00%

Steward Partners Investment Advisory, LLC

1.26K

Jun 30, 26

0.00%

Spire Wealth Management

500

Jun 30, 26

0.00%

HIGHLINE WEALTH PARTNERS LLC

414

Jun 30, 26

-56

0.00%

CALDWELL SUTTER CAPITAL, INC.

285

Jun 30, 26

0.00%

GABLES CAPITAL MANAGEMENT INC.

269

Jun 30, 26

0.00%

ASSETMARK, INC

226

Jun 30, 26

+226

0.00%

SHP Wealth Management

211

Jun 30, 26

0.00%

Cedar Mountain Advisors, LLC

Jun 30, 26

0.00%

Sunrise Financial Services, LLC

Jun 30, 26

0.00%

FMR LLC

Jun 30, 26

0.00%

Strategic Wealth Partners, Ltd.

Jun 30, 26

0.00%

Vision Retirement, LLC

Jun 30, 26

0.00%

AdvisorNet Financial, Inc

Jun 30, 26

0.00%

Kilter Group LLC

Jun 30, 26

-2.22K

0.00%

Arlington Capital Management, Inc.

Jun 30, 26

-154.31K

NWF Advisory Services Inc.

Jun 30, 26

-10.40K

MAI Capital Management

Jun 30, 26

-59

Legacy Wealth Managment, LLC/ID

Jun 30, 26

-5.24K

Marex Group plc

Jun 30, 26

-205.00K

US BANCORP \DE\

Jun 30, 26

-1.77K

CITADEL ADVISORS LLC

Jun 30, 26

-15.56K

Hamrick Investment Counsel, llc

Jun 30, 26

-250

CHANNEL WEALTH LLC

Jun 30, 26

-10.07K

Mountain Hill Investment Partners Corp.

Jun 30, 26

-125

Advisory Services Network, LLC

Jun 30, 26

-7.46K

Keating Financial Advisory Services, Inc.

Jun 30, 26

-164

Concorde Asset Management, LLC

Jun 30, 26

-166.19K

U.S. Capital Wealth Advisors, LLC

12.04K

Mar 31, 26

-783

0.02%

MidWestOne Financial Group, Inc.

36.58K

Dec 31, 25

0.07%

COMERICA BANK

6.16K

Dec 31, 25

-264

0.01%

CIBC Private Wealth Group, LLC

419

Dec 31, 25

0.00%

Atria Wealth Solutions, Inc.

60.57K

Jun 30, 25

+5.44K

0.11%

Legacy Investment Solutions, LLC

5.27K

Jun 30, 25

+5.27K

0.01%

Sandy Spring Bank

488

Mar 31, 25

+488

0.00%

Tallon Kerry Patrick

12.11K

Dec 31, 24

+12.11K

0.02%

AlphaMark Advisors, LLC

1.95K

Dec 31, 24

+39

0.00%

PRIVATE CAPITAL MANAGEMENT LLC

Dec 31, 24

-14.80K

RAYMOND JAMES & ASSOCIATES

3.69M

Sep 30, 24

+473.24K

6.66%

RAYMOND JAMES TRUST N.A.

32.26K

Sep 30, 24

-400

0.06%

BENJAMIN F. EDWARDS & COMPANY, INC.

Jun 30, 24

-183

Wealth Management Solutions, LLC

51.03K

Sep 30, 23

+225

0.09%

Claybrook Capital, LLC

38.85K

Sep 30, 23

0.07%

V Wealth Advisors LLC

Sep 30, 23

-15.79K

Ahrens Investment Partners LLC

7.50K

Mar 31, 23

-4.70K

0.01%

Foresight Wealth Management, LLC

Dec 31, 22

-11.86K

Hightower 6M Holding, LLC

72.92K

Sep 30, 22

-16.40K

0.13%

American Portfolios Advisors

3.03K

Sep 30, 22

+27

0.01%

B. Riley Wealth Management, Inc.

20.97K

Jun 30, 22

+20.97K

0.04%

PARAMETRIC PORTFOLIO ASSOCIATES LLC

120.59K

Mar 31, 22

+120.59K

0.22%

6 Meridian

106.26K

Dec 31, 21

-7.19K

0.19%

NEXT Financial Group, Inc

20.95K

Dec 31, 21

+4.98K

0.04%

Carroll Financial Associates, Inc.

14.90K

Dec 31, 21

0.03%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

43.30K

Sep 30, 21

+3.80K

0.08%

FormulaFolio Investments, LLC

Jun 30, 21

0.00%

OLD MISSION CAPITAL, LLC

53.70K

Dec 31, 20

+53.70K

0.10%

Private Wealth Advisors, Inc.

29.27K

Dec 31, 20

0.05%

Burford Capital Investment Management LLC

718.03K

Sep 30, 20

1.30%

First Allied Advisory Services, Inc.

38.76K

Sep 30, 20

+15.03K

0.07%

Advisor Group, Inc.

443.45K

Dec 31, 19

-2.44K

0.80%

LADENBURG THALMANN FINANCIAL SERVICES INC.

76.61K

Dec 31, 19

+8.52K

0.14%

BB&T SECURITIES, LLC

24.81K

Sep 30, 19

-987

0.04%

NEXT Financial Holdings

797

Mar 31, 19

+797

0.00%