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XFLT

XAI Floating Rate & Alternative Income Trust

Name Holding Trade Value Shares
Change
Change in
Stake
AFG
76
Atomi Financial Group
New York
-$120K -5,005 Closed
SL
77
Summitry LLC
California
-$120K -5,000 Closed
CL
78
CSS LLC
Illinois
-$112K -4,658 Closed
Mariner
79
Mariner
Kansas
-$105K -4,395 Closed
KPWS
80
Kestra Private Wealth Services
Texas
-$99.4K -4,140 Closed
CP
81
Castleview Partners
Texas
-$89.1K -3,714 Closed
BFA
82
Beacon Financial Advisory
Ohio
-$86.8K -3,618 Closed
EW
83
Evoke Wealth
California
-$84.3K -3,514 Closed
FWP
84
Firethorn Wealth Partners
Georgia
-$83.2K -3,466 Closed
MA
85
Mutual Advisors
Nebraska
-$82.3K -3,430 Closed
CCG
86
Catalina Capital Group
California
-$80.5K -3,354 Closed
WCFA
87
Walkner Condon Financial Advisors
Wisconsin
-$74.1K -3,087 Closed
Nomura Holdings
88
Nomura Holdings
Japan
-$71.4K -2,974 Closed
GVAG
89
Great Valley Advisor Group
Delaware
-$69K -2,876 Closed
Mercer Global Advisors
90
Mercer Global Advisors
Colorado
-$68.2K -2,841 Closed
FA
91
Freestate Advisors
Kansas
-$64.8K -2,700 Closed
SPC
92
Sigma Planning Corp
Michigan
-$72.2K -2,528 Closed
OCM
93
One Capital Management
California
-$60K -2,500 Closed
AIS
94
Accredited Investor Services
Minnesota
-$58.3K -2,431 Closed
HFA
95
Highland Financial Advisors
New Jersey
-$56.3K -2,346 Closed
AWA
96
Amplius Wealth Advisors
Pennsylvania
-$53.7K -2,236 Closed
PSCM
97
Per Stirling Capital Management
Texas
-$50.6K -2,110 Closed
SWM
98
Spire Wealth Management
Virginia
-$21K -873 Closed
FHA
99
Flagship Harbor Advisors
Massachusetts
-$17.7K -737 Closed
NWMP
100
Noble Wealth Management PBC
Colorado
-$9.6K -400 Closed