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NXDT

NexPoint Diversified Real Estate Trust

Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$202K -$31.8K -2,045 -11%
GRP
52
Global Retirement Partners
California
$164K -$41.8K -2,688 -17%
MC
53
Moors & Cabot
Massachusetts
$151K
SPIA
54
Steward Partners Investment Advisory
New York
$148K -$240K -15,450 -57%
Truist Financial
55
Truist Financial
North Carolina
$130K -$79.8K -5,133 -33%
HI
56
Harbour Investments
Wisconsin
$82K
UBS Group
57
UBS Group
Switzerland
$74K -$46K -2,956 -33%
C
58
Covestor
United Kingdom
$55K +$19.1K +1,225 +39%
PCM
59
PenderFund Capital Management
British Columbia, Canada
$38K +$34.2K +2,200 New
TRCT
60
Tower Research Capital (TRC)
New York
$25K +$30.7K +1,976 New
SCA
61
Stonebridge Capital Advisors
Minnesota
$11K
APA
62
American Portfolios Advisors
New York
$7.18K +$93 +6 +1%
GI
63
Gradient Investments
Minnesota
$3K
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$3K +$3.11K +200 New
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$2K
KIM
66
Karpus Investment Management
New York
-$4.14M -251,239 Closed
ARC
67
Advisor Resource Council
Texas
-$1.07M -64,921 Closed
VWA
68
Visionary Wealth Advisors
Illinois
-$467K -28,300 Closed
CANY
69
Caxton Associates (New York)
New York
-$198K -12,000 Closed
SWM
70
SeaCrest Wealth Management
New York
-$28K -1,670 Closed
WWM
71
Wolff Wiese Magana
California
-$25K -1,500 Closed
CFGS
72
Concourse Financial Group Securities
Alabama
-$4.25K -273 Closed
CCM
73
Chilton Capital Management
Texas
-$2K -100 Closed
US Bancorp
74
US Bancorp
Minnesota
-$2K -94 Closed
SWA
75
SOA Wealth Advisors
New York
+$16 +1 +3%