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Panagram BBB-B CLO ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCA
51
Bay Colony Advisors
Massachusetts
$687K +$247K +9,175 +55%
AIP
52
Almanack Investment Partners
Pennsylvania
$680K -$6.27M -232,281 -90%
SIS
53
Sound Income Strategies
Florida
$609K +$619K +22,930 New
NA
54
Nordwand Advisors
Pennsylvania
$600K
ECA
55
Elevated Capital Advisors
Utah
$528K -$156K -5,772 -23%
NWM
56
Napa Wealth Management
California
$496K -$35.3K -1,308 -7%
NL
57
NWAM LLC
Washington
$464K +$471K +17,461 New
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$443K +$450K +16,672 New
EFG
59
Ethos Financial Group
Pennsylvania
$437K
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$414K -$3.39M -125,659 -89%
VA
61
VestGen Advisors
Illinois
$403K +$409K +15,178 New
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$380K -$44.6K -1,653 -10%
CAM
63
Cresset Asset Management
Illinois
$351K
HH
64
Hilltop Holdings
Texas
$329K +$334K +12,385 New
HI
65
Harbour Investments
Wisconsin
$312K +$31.7K +1,177 +11%
SFA
66
Sequoia Financial Advisors
Ohio
$311K +$5.93K +220 +2%
AWA
67
Arete Wealth Advisors
Illinois
$295K +$82.2K +3,049 +38%
PWA
68
Primoris Wealth Advisors
Florida
$274K +$278K +10,300 New
HWM
69
Hohimer Wealth Management
Washington
$266K
FCM
70
Fortis Capital Management
Washington
$266K +$270K +10,000 New
CB
71
Chris Bulman
California
$262K
MML Investors Services
72
MML Investors Services
Massachusetts
$259K +$263K +9,766 New
IWS
73
Insight Wealth Strategies
California
$253K +$4.8K +178 +2%
TWP
74
Triad Wealth Partners
Kansas
$214K +$217K +8,057 New
NFSG
75
Newbridge Financial Services Group
Florida
$213K +$217K +8,034 New