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NXDT

NexPoint Diversified Real Estate Trust

Name Holding Trade Value Shares
Change
Change in
Stake
MC
51
Moors & Cabot
Massachusetts
$163K
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$154K +$11.9K +839 +8%
CAM
53
Concorde Asset Management
Michigan
$150K +$156K +11,050 New
Nomura Holdings
54
Nomura Holdings
Japan
$134K +$141K +10,000 New
RFA
55
Reilly Financial Advisors
California
$115K -$92.5K -6,540 -44%
UBS Group
56
UBS Group
Switzerland
$76K -$39K -2,757 -33%
HI
57
Harbour Investments
Wisconsin
$70K -$103K -7,261 -58%
NFG
58
Next Financial Group
Texas
$39K +$5.84K +413 +17%
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$39K +$7.07K +500 +21%
Koshinski Asset Management
60
Koshinski Asset Management
Illinois
$15K +$4.62K +327 +42%
AIP
61
Ahrens Investment Partners
Louisiana
$14K +$14.1K +1,000 New
JMF
62
Johnson Midwest Financial
Iowa
$13K
CFCI
63
Comprehensive Financial Consultants Institutional
Indiana
$11K +$10.5K +740 New
CFGS
64
Concourse Financial Group Securities
Alabama
$10K -$41.2K -2,914 -80%
APA
65
American Portfolios Advisors
New York
$7.54K +$85 +6 +1%
GI
66
Gradient Investments
Minnesota
$4K
AAP
67
Arax Advisory Partners
Colorado
$2K
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$2K
DAM
69
Delta Asset Management
Tennessee
$1K
Invesco
70
Invesco
Georgia
-$11.7M -843,152 Closed
GRP
71
Global Retirement Partners
California
-$225K -16,167 Closed
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
-$155K -11,111 Closed
IWA
73
IBEX Wealth Advisors
New Jersey
-$89K -6,390 Closed
Citigroup
74
Citigroup
New York
-$58.5K -4,137 -100%
SIS
75
Sound Income Strategies
Florida
-$4K -252 Closed