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EMD

Western Asset Emerging Markets Debt Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
76
Belpointe Asset Management
Nevada
$28.1K +$26.4K +3,090 New
BAM
77
Bellevue Asset Management
Washington
$24.5K
CSPIA
78
Cary Street Partners Investment Advisory
Virginia
$21.1K +$19.8K +2,315 New
OLVIG
79
Oliver Lagore Vanvalin Investment Group
Michigan
$18.2K +$17.1K +2,000 New
Bessemer Group
80
Bessemer Group
New Jersey
$13K +$2.58K +301 +26%
ADL
81
Asset Dedication LLC
California
$9K +$4.43K +518 +127%
AF
82
Allworth Financial
California
$8.29K -$26K -3,037 -77%
AW
83
Avion Wealth
Texas
$8K
GWM
84
Geneos Wealth Management
Colorado
$7.38K -$770 -90 -10%
SPIA
85
Steward Partners Investment Advisory
New York
$6.13K
SWM
86
Spire Wealth Management
Virginia
$6K -$796 -93 -12%
HCM
87
Hollencrest Capital Management
California
$5.74K +$5.39K +630 New
FHA
88
First Horizon Advisors
Tennessee
$4.08K
EWA
89
EverSource Wealth Advisors
Alabama
$3.76K
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$2.87K
BCMLT
91
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.41K +$77 +9 +6%
CAS
92
Coppell Advisory Solutions
Texas
$1.25K +$1.17K +137 New
CASC
93
Coppell Advisory Solutions Corp
Texas
$1.25K +$1.17K +137 New
DCBT
94
Dakota Community Bank & Trust
North Dakota
$1K
Rockefeller Capital Management
95
Rockefeller Capital Management
New York
$1K +$1.81K +212 New
NSIM
96
North Star Investment Management
Illinois
$662
BPA
97
Beacon Pointe Advisors
California
-$184K -23,000 Closed
RGF
98
Retirement Guys Formula
Ohio
-$137K -17,185 Closed
Jane Street
99
Jane Street
New York
-$131K -16,367 Closed
KPWS
100
Kestra Private Wealth Services
Texas
-$80K -10,076 Closed