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SBI

Western Asset Intermediate Muni Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$307K +$160K +17,850 +111%
Bank of America
27
Bank of America
North Carolina
$290K -$330K -36,827 -54%
AA
28
AQR Arbitrage
Connecticut
$289K -$102K -11,361 -26%
PMG
29
ProVise Management Group
Florida
$274K +$11.2K +1,250 +4%
HKAM
30
Horizon Kinetics Asset Management
New York
$207K -$2.1K -234 -1%
TIM
31
Tortoise Investment Management
New York
$187K
DAS
32
Dynamic Advisor Solutions
Arizona
$138K
BHWM
33
Bar Harbor Wealth Management
New Hampshire
$137K
MC
34
Matisse Capital
Oregon
$134K +$132K +14,797 New
6M
35
6 Meridian
Kansas
$132K -$564 -63 -0.4%
WAP
36
Wealthcare Advisory Partners
Pennsylvania
$113K -$8.95K -1,000 -7%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$108K
AAS
38
Avantax Advisory Services
Texas
$108K +$107K +11,900 New
ICMP
39
Integrated Capital Management (Pennsylvania)
Pennsylvania
$107K +$8.59K +960 +9%
MCCP
40
Mission Creek Capital Partners
California
$94K
WFA
41
Wellspring Financial Advisors
Ohio
$94K +$93.1K +10,400 New
LB
42
Leo Brokerage
Texas
$94K +$98.5K +11,000 New
BFEC
43
Benjamin F. Edwards & Company
Missouri
$31K
MFT
44
Moisand Fitzgerald Tamayo
Florida
$23K
BEI
45
Benjamin Edwards Inc
Missouri
$21K +$161 +18 +0.8%
AIM
46
Anchor Investment Management
South Carolina
$18.1K
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$18K +$17.9K +2,000 New
Citigroup
48
Citigroup
New York
$11K +$2.68K +299 +32%
MF
49
Manchester Financial
California
$5K -$263K -29,424 -98%
US Bancorp
50
US Bancorp
Minnesota
$5K -$2.24K -250 -32%