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XFLT

XAI Floating Rate & Alternative Income Trust

Name Holding Trade Value Shares
Change
Change in
Stake
FWP
51
Firethorn Wealth Partners
Georgia
$89.1K +$3.47K +123 +4%
EW
52
Evoke Wealth
California
$86.3K
CAPTRUST Financial Advisors
53
CAPTRUST Financial Advisors
North Carolina
$70.4K +$70.2K +2,491 New
OCM
54
One Capital Management
California
$69.8K +$7.19K +255 +12%
FA
55
Freestate Advisors
Kansas
$69.4K +$2.71K +96 +4%
AIM
56
Advyzon Investment Management
Illinois
$65.6K +$2.54K +90 +4%
Cetera Investment Advisers
57
Cetera Investment Advisers
Illinois
$59.5K -$35.3K -1,252 -37%
EWA
58
EverSource Wealth Advisors
Alabama
$59.3K
NW
59
Naviter Wealth
Arkansas
$57.2K
PMFA
60
Plante Moran Financial Advisors
Michigan
$48.1K
Bank of America
61
Bank of America
North Carolina
$33.7K +$33.6K +1,193 New
AF
62
Allworth Financial
California
$29.9K +$28.2K +1,000 +1,695%
NA
63
NewEdge Advisors
Louisiana
$28.3K -$57.1K -2,026 -67%
RTL
64
Red Tortoise LLC
Georgia
$21.1K +$21.1K +748 New
NFSG
65
Newbridge Financial Services Group
Florida
$14.1K +$14.1K +500 New
Comerica Bank
66
Comerica Bank
Texas
$11.3K
GC
67
Garde Capital
Washington
$10.1K
SC
68
Swan Capital
Florida
$6.95K
TSMHT
69
Thurston Springer Miller Herd & Titak
Indiana
$6.21K
BAM
70
Byrne Asset Management
New Jersey
$5.65K
DJSG
71
D.J. St. Germain
Massachusetts
$5.08K
FIA
72
FNY Investment Advisers
New York
$1K
HNB
73
Huntington National Bank
Ohio
$6
TJHA
74
Thomas J. Herzfeld Advisors
Florida
-$7.43M -251,605 Closed
Envestnet Asset Management
75
Envestnet Asset Management
Illinois
-$4.24M -143,597 Closed