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Panagram AAA CLO ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RW
26
Rockport Wealth
Ohio
$603K +$212K +8,286 +54%
EPG
27
Estate Planners Group
Pennsylvania
$491K +$374K +14,661 +322%
HighTower Advisors
28
HighTower Advisors
Illinois
$491K +$127K +4,984 +35%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$488K +$488K +19,098 New
IAS
30
Insigneo Advisory Services
Florida
$459K +$159K +6,220 +53%
NA
31
NewEdge Advisors
Louisiana
$402K +$11.5K +449 +3%
Koshinski Asset Management
32
Koshinski Asset Management
Illinois
$353K +$40.1K +1,569 +13%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$337K -$1.82M -71,104 -84%
SFA
34
Sequoia Financial Advisors
Ohio
$321K +$3.73K +146 +1%
PWA
35
Primoris Wealth Advisors
Florida
$318K +$30.6K +1,200 +11%
BWAM
36
Blue Water Asset Management
Michigan
$310K +$3.6K +141 +1%
LWP
37
LeClair Wealth Partners
Ohio
$310K +$309K +12,108 New
FCM
38
Fourpath Capital Management
Oklahoma
$302K -$13.4M -524,201 -98%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$290K +$289K +11,333 New
SSWM
40
Strait & Sound Wealth Management
California
$228K -$150K -5,856 -40%
SPIA
41
Steward Partners Investment Advisory
New York
$184K +$20K +783 +12%
ECA
42
Elevated Capital Advisors
Utah
$153K -$43K -1,683 -22%
BAM
43
Bellevue Asset Management
Washington
$119K +$119K +4,657 New
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$89.9K -$4.98K -195 -5%
Morgan Stanley
45
Morgan Stanley
New York
$40K +$40K +1,565 New
Fifth Third Bancorp
46
Fifth Third Bancorp
Ohio
$38K +$38K +1,487 New
HI
47
Harbour Investments
Wisconsin
$32K
Osaic Holdings
48
Osaic Holdings
Arizona
$30.6K
AWM
49
AE Wealth Management
Kansas
$26.7K -$8.6K -337 -24%
RF
50
Rossby Financial
Florida
$3.27K