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NXDT

NexPoint Diversified Real Estate Trust

Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$1.29M +$932K +97,015 +382%
GA
27
Greytown Advisors
Florida
$1.11M
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$919K -$221K -23,001 -21%
HCMT
29
Highland Capital Management (Texas)
Texas
$889K +$812K +84,491 New
SFG
30
Sovereign Financial Group
Connecticut
$838K +$766K +79,689 New
CFIA
31
Cantor Fitzgerald Investment Advisors
New York
$835K +$762K +79,354 New
CWM
32
CCG Wealth Management
California
$753K +$688K +71,621 New
BI
33
Bulldog Investors
New Jersey
$612K +$559K +58,137 New
CCP
34
Clough Capital Partners
Massachusetts
$572K -$1.66M -172,500 -76%
CIA
35
Capital Investment Advisors
Georgia
$474K -$18.2K -1,895 -4%
GC
36
Guggenheim Capital
Illinois
$402K +$200K +20,840 +120%
UR
37
USCA RIA
Texas
$393K +$3.84K +400 +1%
SPIA
38
Steward Partners Investment Advisory
New York
$334K -$352K -36,660 -54%
FFA
39
First Foundation Advisors
California
$317K
RFA
40
Reilly Financial Advisors
California
$316K +$288K +30,000 New
Verition Fund Management
41
Verition Fund Management
Connecticut
$263K +$240K +25,000 New
BAM
42
Belpointe Asset Management
Nevada
$236K -$8.65K -900 -4%
CAN
43
Cetera Advisor Networks
California
$235K -$78.8K -8,200 -27%
GRP
44
Global Retirement Partners
California
$208K +$190K +19,746 New
OMC
45
Old Mission Capital
Illinois
$195K +$179K +18,600 New
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$157K +$143K +14,879 New
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$145K -$38.1K -3,961 -22%
LPL Financial
48
LPL Financial
California
$134K -$177K -18,401 -59%
CF
49
Centaurus Financial
California
$120K -$67 -7 -0.1%
HighTower Advisors
50
HighTower Advisors
Illinois
$112K -$108K -11,257 -51%