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Panagram BBB-B CLO ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAMF
26
BI Asset Management Fondsmaeglerselskab
Denmark
$1.2M +$139K +5,164 +13%
BWP
27
Baldwin Wealth Partners
Massachusetts
$1.12M -$1.78M -65,999 -61%
MA
28
Mutual Advisors
Nebraska
$1.04M +$1.04M +38,525 New
MOS
29
MGO One Seven
Ohio
$1.01M +$214K +7,959 +27%
Fifth Third Bancorp
30
Fifth Third Bancorp
Ohio
$926K +$105K +3,897 +13%
Citadel Advisors
31
Citadel Advisors
Florida
$794K +$793K +29,456 New
ECA
32
Elevated Capital Advisors
Utah
$691K +$16.1K +599 +2%
NA
33
Nordwand Advisors
Pennsylvania
$609K
NWM
34
Napa Wealth Management
California
$538K +$121K +4,481 +29%
APM
35
a16z Perennial Management
California
$509K -$1.01M -37,500 -66%
BCA
36
Bay Colony Advisors
Massachusetts
$449K +$449K +16,676 New
EFG
37
Ethos Financial Group
Pennsylvania
$437K +$432K +16,069 New
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$430K +$430K +15,970 New
WA
39
Waverly Advisors
Alabama
$421K +$87.5K +3,250 +26%
CAM
40
Cresset Asset Management
Illinois
$358K
AA
41
Advisory Alpha
Michigan
$310K +$310K +11,504 New
SFA
42
Sequoia Financial Advisors
Ohio
$310K +$6.81K +253 +2%
BAM
43
Belpointe Asset Management
Nevada
$307K +$50.1K +1,862 +20%
HI
44
Harbour Investments
Wisconsin
$285K
LC
45
Lindbrook Capital
California
$283K +$53.8K +2,000 +24%
HWM
46
Hohimer Wealth Management
Washington
$270K
CB
47
Chris Bulman
California
$266K +$265K +9,856 New
IWS
48
Insight Wealth Strategies
California
$252K +$251K +9,339 New
AWA
49
Arete Wealth Advisors
Illinois
$217K +$8.02K +298 +4%
Vontobel Holding
50
Vontobel Holding
Switzerland
$216K +$215K +8,000 New