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icono de SBI

Western Asset Intermediate Muni Fund
SBI

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Traub Capital Management
26
Traub Capital Management
Massachusetts
USD 435 k -USD 245 k -31,504 -36%
Stratos Wealth Partners
27
Stratos Wealth Partners
Ohio
USD 401 k +USD 396 k +51,000 Nuevas
Thomas J. Herzfeld Advisors
28
Thomas J. Herzfeld Advisors
Florida
USD 375 k +USD 370 k +47,641 Nuevas
Riverbridge Partners
29
Riverbridge Partners
Minnesota
USD 367 k -USD 12.5 k -1,604 -3%
Northwest Financial Advisors
30
Northwest Financial Advisors
Virginia
USD 366 k +USD 78 +10 +0%
Melfa Wealth Management
31
Melfa Wealth Management
Massachusetts
USD 365 k – – –
NWMP
32
Noble Wealth Management PBC
Colorado
USD 352 k +USD 80.3 k +10,340 +30%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
USD 345 k +USD 101 k +13,059 +42%
Bank of New York Mellon
34
Bank of New York Mellon
New York
USD 323 k -USD 155 k -20,002 -33%
Summit Financial Wealth Advisors
35
Summit Financial Wealth Advisors
Louisiana
USD 319 k -USD 15.5 k -2,000 -5%
Whittier Trust
36
Whittier Trust
California
USD 317 k -USD 7.91 k -1,018 -2%
IHT Wealth Management
37
IHT Wealth Management
Illinois
USD 297 k +USD 92 k +11,841 +46%
Rothschild Investment LLC
38
Rothschild Investment LLC
Illinois
USD 295 k +USD 194 k +25,000 +200%
Castle Wealth Management
39
Castle Wealth Management
Florida
USD 255 k – – –
Stephens Inc
40
Stephens Inc
Arkansas
USD 201 k +USD 5.44 k +700 +3%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
USD 180 k +USD 23.3 k +3,000 +15%
Basepoint Wealth
42
Basepoint Wealth
Iowa
USD 164 k -USD 56.3 k -7,251 -26%
Mariner
43
Mariner
Kansas
USD 154 k – – –
Savvy Advisors Inc
44
Savvy Advisors Inc
New York
USD 143 k – – –
Closed-End Fund Advisors
45
Closed-End Fund Advisors
Virginia
USD 138 k – – –
Blue Bell Private Wealth Management
46
Blue Bell Private Wealth Management
Pennsylvania
USD 124 k -USD 8.53 k -1,098 -7%
Bar Harbor Wealth Management
47
Bar Harbor Wealth Management
New Hampshire
USD 119 k – – –
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
USD 102 k +USD 101 k +12,950 Nuevas
GatePass Capital
49
GatePass Capital
Ohio
USD 98.4 k +USD 19.4 k +2,500 +25%
49 Wealth Management
50
49 Wealth Management
Texas
USD 84 k +USD 83 k +10,677 Nuevas
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