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Panagram BBB-B CLO ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
26
Cedar Wealth Management
California
$2.53M +$152K +5,738 +6%
RW
27
Rockport Wealth
Ohio
$2.37M +$247K +9,347 +12%
SIS
28
Sound Income Strategies
Florida
$2.37M +$1.74M +65,686 +286%
KAS
29
Kestra Advisory Services
Texas
$1.77M +$1.75M +66,335 New
WFA
30
WMG Financial Advisors
Tennessee
$1.73M +$608K +23,000 +55%
Citadel Advisors
31
Citadel Advisors
Florida
$1.38M -$677K -25,585 -33%
BAMF
32
BI Asset Management Fondsmaeglerselskab
Denmark
$1.28M
DMKJ
33
David M. Knott Jr
$1.28M
GIA
34
Gladstone Institutional Advisory
Florida
$1.23M -$71K -2,684 -6%
VAM
35
Verity Asset Management
North Carolina
$1.19M -$623K -23,555 -35%
AWM
36
AE Wealth Management
Kansas
$1.17M -$383K -14,481 -25%
MOS
37
MGO One Seven
Ohio
$992K -$2.35K -89 -0.2%
SIM
38
Seaview Investment Managers
Florida
$933K +$95.7K +3,619 +12%
CF
39
Claris Financial
Virginia
$922K +$911K +34,463 New
Fifth Third Bancorp
40
Fifth Third Bancorp
Ohio
$919K
HH
41
Hilltop Holdings
Texas
$798K +$462K +17,465 +141%
CWM
42
Copia Wealth Management
Oregon
$779K -$4.44K -168 -0.6%
BWP
43
Baldwin Wealth Partners
Massachusetts
$770K -$56K -2,119 -7%
EFG
44
Ethos Financial Group
Pennsylvania
$766K +$333K +12,584 +78%
IPW
45
Impact Partnership Wealth
Georgia
$738K +$729K +27,582 New
PWA
46
Primoris Wealth Advisors
Florida
$628K +$349K +13,200 +128%
NA
47
Nordwand Advisors
Pennsylvania
$604K
Osaic Holdings
48
Osaic Holdings
Arizona
$601K -$617K -23,334 -51%
GAM
49
Griffin Asset Management
New York
$561K +$555K +20,996 New
ECA
50
Elevated Capital Advisors
Utah
$528K