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XFLT

XAI Floating Rate & Alternative Income Trust

Name Holding Trade Value Shares
Change
Change in
Stake
IFG
51
Independent Financial Group
California
$99.6K -$360K -13,040 -78%
BFA
52
Beacon Financial Advisory
Ohio
$99K +$4.84K +175 +5%
BRWA
53
B. Riley Wealth Advisors
Florida
$97.7K -$17K -616 -14%
CP
54
Castleview Partners
Texas
$96.3K +$100K +3,634 New
FWP
55
Firethorn Wealth Partners
Georgia
$86.8K +$3.29K +119 +4%
GVAG
56
Great Valley Advisor Group
Delaware
$82K -$198K -7,168 -70%
EW
57
Evoke Wealth
California
$81K
EWA
58
EverSource Wealth Advisors
Alabama
$74.2K +$19.3K +700 +33%
FA
59
Freestate Advisors
Kansas
$67.6K +$2.57K +93 +4%
OCM
60
One Capital Management
California
$66.2K +$774 +28 +1%
PSCM
61
Per Stirling Capital Management
Texas
$55.9K +$58.3K +2,110 New
HHGA
62
Halbert Hargrove Global Advisors
California
$53K +$55.3K +2,000 New
PMFA
63
Plante Moran Financial Advisors
Michigan
$45.1K
NA
64
NewEdge Advisors
Louisiana
$26.5K
BNP Paribas Financial Markets
65
BNP Paribas Financial Markets
France
$23.3K +$24.3K +881 New
NFSG
66
Newbridge Financial Services Group
Florida
$13.3K
Comerica Bank
67
Comerica Bank
Texas
$12.2K +$1.66K +60 +15%
NWMP
68
Noble Wealth Management PBC
Colorado
$10.6K +$11.1K +400 New
Bank of America
69
Bank of America
North Carolina
$10.6K -$21.9K -794 -67%
PS
70
Principal Securities
Iowa
$10.2K +$10.6K +384 New
HWP
71
Highline Wealth Partners
California
$7.95K +$8.29K +300 New
SC
72
Swan Capital
Florida
$6.52K
BAM
73
Byrne Asset Management
New Jersey
$5.3K
DJSG
74
D.J. St. Germain
Massachusetts
$4.77K
WA
75
WPG Advisers
Maryland
$3.29K +$3.43K +124 New