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MMU

Western Asset Managed Municipals Fund

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
101
Geneos Wealth Management
Colorado
$40.6K +$2.96K +282 +8%
IBOK
102
Independence Bank of Kentucky
Kentucky
$30.6K
Bessemer Group
103
Bessemer Group
New Jersey
$17K -$440K -41,912 -96%
OWP
104
ORG Wealth Partners
Texas
$16.6K
BCWM
105
Bartlett & Co Wealth Management
Ohio
$13.4K
PWA
106
Provenance Wealth Advisors
Florida
$11.5K
OLVIG
107
Oliver Lagore Vanvalin Investment Group
Michigan
$10.2K
NA
108
NewEdge Advisors
Louisiana
$8.47K
MCM
109
MAI Capital Management
Ohio
$7.04K +$7.25K +690 New
GWMI
110
Guardian Wealth Management (Illinois)
Illinois
$6.81K
PSFG
111
Park Square Financial Group
Georgia
$6.68K +$6.88K +655 New
TIM
112
Tortoise Investment Management
New York
$4.66K
SWA
113
SOA Wealth Advisors
New York
$3.07K
Northwestern Mutual Wealth Management
114
Northwestern Mutual Wealth Management
Wisconsin
$2.04K
GRP
115
Global Retirement Partners
California
$24 -$10.8K -1,023 -100%
HNB
116
Huntington National Bank
Ohio
$16
SIA
117
Sit Investment Associates
Minnesota
-$1.1M -101,729 Closed
SA
118
Sanctuary Advisors
Indiana
-$295K -28,240 Closed
BW
119
Bison Wealth
Georgia
-$265K -24,401 Closed
NMC
120
Nine Masts Capital
Hong Kong
-$236K -21,753 Closed
CSPIA
121
Cary Street Partners Investment Advisory
Virginia
-$189K -17,442 Closed
KAS
122
Kestra Advisory Services
Texas
-$153K -14,131 Closed
HWMO
123
Heritage Wealth Management (Ohio)
Ohio
-$118K -10,880 Closed
IAIM
124
International Assets Investment Management
Florida
-$61.9K -5,709 Closed
JFGIW
125
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$46.8K -4,300 Closed