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XFLT

XAI Floating Rate & Alternative Income Trust

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
51
Beacon Financial Advisory
Ohio
$106K +$19K +555 +21%
CCG
52
Catalina Capital Group
California
$103K
EW
53
Evoke Wealth
California
$100K +$103K +3,018 New
FWP
54
Firethorn Wealth Partners
Georgia
$98.3K +$101K +2,962 New
AWS
55
Atria Wealth Solutions
New York
$86.1K +$88.6K +2,592 New
Osaic Holdings
56
Osaic Holdings
Arizona
$81.3K +$30.1K +880 +56%
FA
57
Freestate Advisors
Kansas
$76.3K +$3.83K +112 +5%
GC
58
Guggenheim Capital
Illinois
$72.6K +$74.8K +2,187 New
CW
59
CreativeOne Wealth
Kansas
$70.7K +$72.8K +2,129 New
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$69.8K +$71.9K +2,103 New
BCI
61
Brinker Capital Investments
Pennsylvania
$67.9K +$69.9K +2,044 New
OPS
62
Orion Portfolio Solutions
Nebraska
$67.9K +$69.9K +2,044 New
SL
63
Summitry LLC
California
$66.4K
EWA
64
EverSource Wealth Advisors
Alabama
$63.1K
PMFA
65
Plante Moran Financial Advisors
Michigan
$56.5K
AA
66
AlphaMark Advisors
Kentucky
$19K +$1.06K +31 +6%
Comerica Bank
67
Comerica Bank
Texas
$13.3K
Jones Financial Companies
68
Jones Financial Companies
Missouri
$9.04K +$9.3K +272 New
SC
69
Swan Capital
Florida
$8.17K +$8.41K +246 New
TSMHT
70
Thurston Springer Miller Herd & Titak
Indiana
$7.3K
BAM
71
Byrne Asset Management
New Jersey
$6.64K
DJSG
72
D.J. St. Germain
Massachusetts
$5.98K +$6.16K +180 New
AF
73
Allworth Financial
California
$1.9K +$2.02K +59 New
SWC
74
Spectrum Wealth Counsel
Indiana
$1.2K +$1.23K +36 New
HCP
75
Hexagon Capital Partners
Arkansas
$133