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IGI
Western Asset Investment Grade Defined Opportunity Trust
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Royal Bank of Canada
Toronto,
Ontario, Canada
| $189K | -$45.5K | -2,746 | -19% |
|
|
PA
27
PFG Advisors
Phoenix,
Arizona
| $187K | – | – | – |
|
|
WA
28
Waverly Advisors
Birmingham,
Alabama
| $182K | – | – | – |
|
|
DI
29
Diligent Investors
Redlands,
California
| $180K | – | – | – |
|
30
Osaic Holdings
Scottsdale,
Arizona
| $42.9K | +$5.28K | +319 | +14% |
|
|
HCP
31
Hexagon Capital Partners
Rogers,
Arkansas
| $26.7K | – | – | – |
|
|
SPIA
32
Steward Partners Investment Advisory
New York
| $13K | – | – | – |
|
|
AF
33
Advisornet Financial
Minnetonka,
Minnesota
| $11.4K | – | – | – |
|
|
FIA
34
FNY Investment Advisers
New York
| $4K | – | – | – |
|
35
Citigroup
New York
| $16 | – | – | – |
|
|
CWM
36
Collaborative Wealth Management
Lake Mary,
Florida
| – | -$273K | -16,113 | Closed |
|
37
First Manhattan
New York
| – | -$127K | -7,500 | Closed |
|
|
CA
38
Clearstead Advisors
Cleveland,
Ohio
| – | -$39.8K | -2,350 | Closed |
|
|
BAM
39
Belpointe Asset Management
Reno,
Nevada
| – | -$17.2K | -1,014 | Closed |
|
40
JP Morgan Chase
New York
| – | -$3K | -159 | Closed |
|