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SBI

Western Asset Intermediate Muni Fund

Name Holding Trade Value Shares
Change
Change in
Stake
ACA
26
Ackerman Capital Advisors
Texas
$352K -$557K -60,266 -61%
UBS Group
27
UBS Group
Switzerland
$314K -$68.2K -7,374 -18%
SPIA
28
Steward Partners Investment Advisory
New York
$309K +$308K +33,272 New
Stifel Financial
29
Stifel Financial
Missouri
$285K -$31.8K -3,444 -10%
PMG
30
ProVise Management Group
Florida
$281K
NCM
31
Narwhal Capital Management
Georgia
$237K +$236K +25,491 New
TIM
32
Tortoise Investment Management
New York
$192K
Bank of America
33
Bank of America
North Carolina
$171K -$164K -17,707 -49%
AA
34
AQR Arbitrage
Connecticut
$142K -$109K -11,779 -44%
DAS
35
Dynamic Advisor Solutions
Arizona
$142K
BHWM
36
Bar Harbor Wealth Management
New Hampshire
$140K
6M
37
6 Meridian
Kansas
$139K +$1.65K +179 +1%
ICMP
38
Integrated Capital Management (Pennsylvania)
Pennsylvania
$137K +$20.6K +2,231 +18%
CSPIA
39
Cary Street Partners Investment Advisory
Virginia
$129K +$916K +99,113 +334%
MA
40
MJP Associates
Connecticut
$128K
WAP
41
Wealthcare Advisory Partners
Pennsylvania
$116K
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$112K
Fisher Asset Management
43
Fisher Asset Management
Washington
$100K +$99.2K +10,730 New
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$99K +$98.2K +10,627 New
CAN
45
Cetera Advisor Networks
California
$98K +$97.1K +10,511 New
MCCP
46
Mission Creek Capital Partners
California
$97K
BFEC
47
Benjamin F. Edwards & Company
Missouri
$55K +$26.9K +2,911 +96%
CBT
48
CoreFirst Bank & Trust
Kansas
$53K +$52.6K +5,694 New
SIM
49
Sonora Investment Management
Arizona
$40K +$39.6K +4,280 New
WAM
50
Wolverine Asset Management
Illinois
$36K +$35.2K +3,805 +3,805%