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NXDT

NexPoint Diversified Real Estate Trust

Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$309K +$35.6K +1,493 +14%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$263K +$310 +13 +0.1%
EWM
28
Evercore Wealth Management
New York
$253K
MIC
29
Meridian Investment Counsel
California
$232K
S
30
SignatureFD
Georgia
$219K -$34.4K -1,443 -14%
AIA
31
Allegis Investment Advisors
Idaho
$206K -$390K -16,359 -67%
BBPWM
32
Blue Bell Private Wealth Management
Pennsylvania
$173K -$64.6K -2,706 -28%
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$138K -$103K -4,314 -44%
SWM
34
SeaCrest Wealth Management
New York
$36K +$34.3K +1,438 New
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$28K +$143 +6 +0.5%
Citigroup
36
Citigroup
New York
$27K
Fifth Third Bancorp
37
Fifth Third Bancorp
Ohio
$27K
US Bancorp
38
US Bancorp
Minnesota
$21K
SPIA
39
Steward Partners Investment Advisory
New York
$20K -$55.1K -2,308 -74%
MSA
40
Marino Stram & Associates
Massachusetts
$19K +$18.1K +758 New
RIA
41
RPG Investment Advisory
California
$13K
IA
42
IFP Advisors
Florida
$8K -$2.58K -108 -25%
BFEC
43
Benjamin F. Edwards & Company
Missouri
$6K
GWM
44
Geneos Wealth Management
Colorado
$1K
SWP
45
Stratos Wealth Partners
Ohio
$1K +$1.15K +48 New
Ameriprise
46
Ameriprise
Minnesota
-$1.38M -60,006 Closed
CL
47
CSS LLC
Illinois
-$1.24M -53,772 Closed
YCM
48
Yakira Capital Management
Connecticut
-$1M -43,463 Closed
CCP
49
Clough Capital Partners
Massachusetts
-$354K -15,353 Closed
IWA
50
IBEX Wealth Advisors
New Jersey
-$75K -3,195 Closed