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NXDT

NexPoint Diversified Real Estate Trust

Name Holding Trade Value Shares
Change
Change in
Stake
AG
26
Advisor Group
Arizona
$241K +$175K +8,004 +282%
EWM
27
Evercore Wealth Management
New York
$222K +$219K +10,000 New
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$201K +$198K +9,042 New
Creative Planning
29
Creative Planning
Kansas
$183K -$8.59K -392 -5%
GWS
30
Glassman Wealth Services
Virginia
$111K +$76.7K +3,500 +237%
S
31
SignatureFD
Georgia
$97K
JFA
32
JNBA Financial Advisors
Minnesota
$97K +$95.3K +4,350 New
MFS
33
MSI Financial Services
Massachusetts
$79K
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$24K +$263 +12 +1%
Fifth Third Bancorp
35
Fifth Third Bancorp
Ohio
$24K +$23.6K +1,076 New
US Bancorp
36
US Bancorp
Minnesota
$14K
IA
37
IFP Advisors
Florida
$8K +$22 +1 +0.3%
BFEC
38
Benjamin F. Edwards & Company
Missouri
$7K
GWM
39
Geneos Wealth Management
Colorado
$6K
NFG
40
Next Financial Group
Texas
$6K +$5.48K +250 New
CLOS
41
Compagnie Lombard Odier SCmA
Switzerland
$1K
IWMPD
42
Integrated Wealth Management (Palm Desert)
California
$1K
Deutsche Bank
43
Deutsche Bank
Germany
-$1.13M -51,500 -100%
UR
44
USCA RIA
Texas
-$422K -19,815 Closed
TC
45
TFS Capital
Pennsylvania
-$396K -18,589 Closed
Invesco
46
Invesco
Georgia
-$223K -10,470 Closed