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NXDT

NexPoint Diversified Real Estate Trust

Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$231K +$113K +4,633 +85%
EWM
27
Evercore Wealth Management
New York
$230K
MIC
28
Meridian Investment Counsel
California
$201K -$10.9K -450 -5%
Bank of America
29
Bank of America
North Carolina
$188K -$125K -5,131 -39%
BBPWM
30
Blue Bell Private Wealth Management
Pennsylvania
$134K -$24.4K -1,003 -15%
Citigroup
31
Citigroup
New York
$43K +$19.4K +800 +76%
SWM
32
SeaCrest Wealth Management
New York
$33K
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$26K +$146 +6 +0.5%
Fifth Third Bancorp
34
Fifth Third Bancorp
Ohio
$25K
US Bancorp
35
US Bancorp
Minnesota
$19K
SPIA
36
Steward Partners Investment Advisory
New York
$18K
MSA
37
Marino Stram & Associates
Massachusetts
$17K
CAL
38
Capital Analysts LLC
Pennsylvania
$9K +$9.11K +375 New
IA
39
IFP Advisors
Florida
$8K
BFEC
40
Benjamin F. Edwards & Company
Missouri
$6K
GWM
41
Geneos Wealth Management
Colorado
$1K
SWP
42
Stratos Wealth Partners
Ohio
$1K
Millennium Management
43
Millennium Management
New York
-$2.56M -101,204 Closed
CAN
44
Cetera Advisor Networks
California
-$1.22M -48,371 Closed
AGM
45
Alpine Global Management
New York
-$570K -22,532 Closed
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
-$370K -14,625 Closed
S
47
SignatureFD
Georgia
-$219K -8,672 Closed
AIA
48
Allegis Investment Advisors
Idaho
-$206K -8,151 Closed
RIA
49
RPG Investment Advisory
California
-$13K -500 Closed
NWM
50
Northwest Wealth Management
Iowa
+$510 +21 New