We are live on ! Find out more
XFLT

XAI Floating Rate & Alternative Income Trust

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
26
Modera Wealth Management
New Jersey
$84.1K +$16.5K +520 +24%
NA
27
NewEdge Advisors
Louisiana
$77.1K +$8.3K +261 +12%
Creative Planning
28
Creative Planning
Kansas
$64.4K +$64.8K +2,038 New
BFA
29
Beacon Financial Advisory
Ohio
$64K +$64.4K +2,024 New
SL
30
Summitry LLC
California
$63.2K
LNWWM
31
Laird Norton Wetherby Wealth Management
California
$63.2K +$63.6K +2,000 New
S
32
SignatureFD
Georgia
$63.2K +$63.6K +2,000 New
PMFA
33
Plante Moran Financial Advisors
Michigan
$51.5K +$1.72K +54 +3%
TWM
34
Tradition Wealth Management
Minnesota
$25K +$255 +8 +1%
HNB
35
Huntington National Bank
Ohio
$13.9K -$14K -440 Closed
MCC
36
Money Concepts Capital
Florida
$13.9K +$14K +440 New
FWM
37
Focused Wealth Management
New York
$8.39K +$286 +9 +4%
BAM
38
Byrne Asset Management
New Jersey
$6.32K
TF
39
Tompkins Financial
New York
$6K
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$4.42K
AA
41
AlphaMark Advisors
Kentucky
$1K
PAG
42
Private Advisor Group
New Jersey
$277 +$9.13K +287 +3%
SC
43
Savant Capital
Illinois
$136 +$136K +4,289 New
HCP
44
Hexagon Capital Partners
Arkansas
$126 +$127 +4 New
Fidelity Investments
45
Fidelity Investments
Massachusetts
$6
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
-$496K -16,672 Closed
LCM
47
Landscape Capital Management
New Jersey
-$300K -10,105 Closed
MP
48
McDonald Partners
Ohio
-$282K -9,495 Closed
CAN
49
Cetera Advisor Networks
California
-$105K -3,544 Closed
AWS
50
Atria Wealth Solutions
New York
-$89.1K -2,964 Closed