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XFLT

XAI Floating Rate & Alternative Income Trust

Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
26
Kestra Private Wealth Services
Texas
$131K +$10.3K +300 +9%
SC
27
Savant Capital
Illinois
$131K -$20.9K -610 -14%
MWM
28
Modera Wealth Management
New Jersey
$130K +$4.79K +140 +4%
CA
29
CoreCap Advisors
Michigan
$115K -$17.1K -500 -13%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$110K +$108K +3,155 New
JWCA
31
J.W. Cole Advisors
Florida
$109K +$107K +3,127 New
CG
32
CFO4Life Group
Texas
$104K
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$104K +$103K +3,000 New
Mercer Global Advisors
34
Mercer Global Advisors
Colorado
$104K +$103K +3,000 New
IA
35
IFG Advisory
Georgia
$101K
APA
36
Astoria Portfolio Advisors
New York
$96.2K +$27.3K +798 +39%
AFG
37
Atomi Financial Group
New York
$95.4K +$93.9K +2,745 New
BFA
38
Beacon Financial Advisory
Ohio
$78.6K +$1.74K +51 +2%
SL
39
Summitry LLC
California
$69.5K
PMFA
40
Plante Moran Financial Advisors
Michigan
$59.1K
Bank of America
41
Bank of America
North Carolina
$38.2K +$34.2K +1,000 +1,000%
TWM
42
Tradition Wealth Management
Minnesota
$28K +$342 +10 +1%
Wells Fargo
43
Wells Fargo
California
$18.8K -$13.7K -400 -43%
HNB
44
Huntington National Bank
Ohio
$15.3K
Comerica Bank
45
Comerica Bank
Texas
$13.9K +$13.7K +400 New
AA
46
AlphaMark Advisors
Kentucky
$11K +$9.16K +268 +506%
OSNBOA
47
Old Second National Bank of Aurora
Illinois
$10.4K
FWM
48
Focused Wealth Management
New York
$10.2K +$239 +7 +2%
BAM
49
Byrne Asset Management
New Jersey
$7K
TF
50
Tompkins Financial
New York
$6.95K