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Panagram BBB-B CLO ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFA
51
Farther Finance Advisors
California
$1M +$735K +27,641 +271%
AWM
52
AE Wealth Management
Kansas
$976K -$135K -5,086 -12%
GIA
53
Gladstone Institutional Advisory
Florida
$957K -$182K -6,838 -16%
EFS
54
Essex Financial Services
Connecticut
$873K +$278K +10,472 +47%
CF
55
Claris Financial
Virginia
$866K -$438K -16,477 -34%
MOS
56
MGO One Seven
Ohio
$799K -$28.2K -1,062 -3%
UBS Group
57
UBS Group
Switzerland
$735K +$440K +16,528 +147%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$725K +$163K +6,129 +29%
WAM
59
Worth Asset Management
Texas
$710K +$483K +18,146 +209%
BWP
60
Baldwin Wealth Partners
Massachusetts
$678K -$51.7K -1,943 -7%
GAM
61
Griffin Asset Management
New York
$677K -$157K -5,889 -19%
Osaic Holdings
62
Osaic Holdings
Arizona
$644K +$38.1K +1,431 +6%
NA
63
Nordwand Advisors
Pennsylvania
$598K
SIM
64
Seaview Investment Managers
Florida
$595K -$291K -10,930 -33%
BRWA
65
B. Riley Wealth Advisors
Florida
$556K -$51.8K -1,948 -8%
NWA
66
Navis Wealth Advisors
New York
$510K +$512K +19,259 New
AFP
67
Ausdal Financial Partners
Iowa
$509K +$203K +7,629 +66%
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$481K -$243K -9,146 -33%
BAMF
69
BI Asset Management Fondsmaeglerselskab
Denmark
$480K -$794K -29,859 -62%
ECA
70
Elevated Capital Advisors
Utah
$459K -$6.33K -238 -1%
Commonwealth Equity Services
71
Commonwealth Equity Services
Massachusetts
$448K +$72.2K +2,716 +19%
FGA
72
Fortis Group Advisors
New Jersey
$443K +$440K +16,536 New
PTC
73
Private Trust Company
Ohio
$425K +$427K +16,051 New
IWC
74
Integrated Wealth Concepts
Massachusetts
$422K +$424K +15,951 New
AIM
75
Advyzon Investment Management
Illinois
$409K +$411K +15,438 New