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Panagram AAA CLO ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
26
Sequoia Financial Advisors
Ohio
$310K +$3.79K +149 +1%
KMWM
27
Keudell/Morrison Wealth Management
Oregon
$268K +$266K +10,464 New
ECA
28
Elevated Capital Advisors
Utah
$231K
PG
29
Prostatis Group
Maryland
$230K +$228K +8,977 New
NA
30
NewEdge Advisors
Louisiana
$205K +$203K +8,000 New
AWM
31
AE Wealth Management
Kansas
$61.8K -$65K -2,557 -51%
Comerica Bank
32
Comerica Bank
Texas
$38.1K +$37.8K +1,487 New
UBS Group
33
UBS Group
Switzerland
$34.8K +$31.5K +1,240 +1,025%
HI
34
Harbour Investments
Wisconsin
$32K
SPIA
35
Steward Partners Investment Advisory
New York
$25.6K +$25.4K +1,000 New
CWM
36
Cedar Wealth Management
California
$20K +$19.8K +781 New
AF
37
Allworth Financial
California
$14.2K +$51 +2 +0.4%
CAWM
38
Capital A Wealth Management
Pennsylvania
$10.1K +$9.84K +387 +2,977%
MYIA
39
Mount Yale Investment Advisors
Colorado
$10K +$9.96K +392 New
PA
40
Pineridge Advisors
Missouri
$7.84K +$25 +1 +0.3%
GRP
41
Global Retirement Partners
California
$6.94K +$6.89K +271 New
RF
42
Rossby Financial
Florida
$3.28K
Q1WB
43
Quest 10 Wealth Builders
Virginia
$2.41K
NMG
44
New Millennium Group
Utah
$1.25K
SAS
45
Spurstone Advisory Services
Connecticut
$332
MAWAG
46
Mid-American Wealth Advisory Group
Missouri
$179 +$178 +7 New
DF
47
Donoghue Forlines
Massachusetts
-$14.1M -552,435 Closed
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
-$602K -23,606 Closed
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
-$305K -11,966 Closed
Citadel Advisors
50
Citadel Advisors
Florida
-$231K -9,041 Closed