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Panagram BBB-B CLO ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IPW
26
Impact Partnership Wealth
Georgia
$2.92M +$683K +26,029 +31%
FFA
27
Farther Finance Advisors
California
$2.72M +$49.1K +1,871 +2%
PWA
28
Primoris Wealth Advisors
Florida
$2.44M +$1.08M +41,000 +80%
UBS Group
29
UBS Group
Switzerland
$2.19M -$55.1K -2,100 -2%
IAS
30
Insigneo Advisory Services
Florida
$2.17M +$2.16M +82,276 New
Nuveen
31
Nuveen
North Carolina
$2.08M +$2.06M +78,589 New
KAS
32
Kestra Advisory Services
Texas
$1.97M -$2.07M -78,957 -51%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$1.96M +$1.97M +74,941 New
SIM
34
Seaview Investment Managers
Florida
$1.5M +$364K +13,870 +32%
HH
35
Hilltop Holdings
Texas
$1.28M -$72.3K -2,755 -5%
DMKJ
36
David M. Knott Jr
$1.26M
RW
37
Rockport Wealth
Ohio
$1.24M +$78.9K +3,006 +7%
MWM
38
Maridea Wealth Management
New York
$1.06M -$46.1K -1,757 -4%
BF
39
Brucke Financial
Indiana
$1.04M +$468K +17,817 +82%
Goldman Sachs
40
Goldman Sachs
New York
$911K +$905K +34,486 New
IWC
41
Integrated Wealth Concepts
Massachusetts
$843K +$419K +15,951 +100%
AFP
42
Ausdal Financial Partners
Iowa
$810K +$804K +30,641 New
GAM
43
Griffin Asset Management
New York
$735K +$730K +27,813 New
LOWM
44
Laurel Oak Wealth Management
New Jersey
$711K -$251K -9,574 -26%
AIM
45
Advyzon Investment Management
Illinois
$684K +$679K +25,874 New
AIP
46
Almanack Investment Partners
Pennsylvania
$666K -$281K -10,720 -30%
NA
47
Nordwand Advisors
Pennsylvania
$597K
GIA
48
Gladstone Institutional Advisory
Florida
$582K -$71.2K -2,714 -11%
Osaic Holdings
49
Osaic Holdings
Arizona
$572K +$567K +21,624 +94,017%
MOS
50
MGO One Seven
Ohio
$481K -$145K -5,510 -23%