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SBI

Western Asset Intermediate Muni Fund

Name Holding Trade Value Shares
Change
Change in
Stake
RJA
26
Raymond James & Associates
Florida
$304K -$31.6K -3,238 -9%
PMG
27
ProVise Management Group
Florida
$295K
KAS
28
Kestra Advisory Services
Texas
$295K +$296K +30,257 New
NCM
29
Narwhal Capital Management
Georgia
$265K -$4.25K -435 -2%
RPA
30
Rock Point Advisors
Vermont
$256K +$256K +26,250 New
Stifel Financial
31
Stifel Financial
Missouri
$252K +$479 +49 +0.2%
TIM
32
Tortoise Investment Management
New York
$191K -$10K -1,025 -5%
Bank of America
33
Bank of America
North Carolina
$184K +$215 +22 +0.1%
ICMP
34
Integrated Capital Management (Pennsylvania)
Pennsylvania
$177K +$14.6K +1,495 +9%
DAS
35
Dynamic Advisor Solutions
Arizona
$149K
BHWM
36
Bar Harbor Wealth Management
New Hampshire
$147K
Fiera Capital (Canada)
37
Fiera Capital (Canada)
Quebec, Canada
$135K -$378K -38,636 -74%
MA
38
MJP Associates
Connecticut
$133K
6M
39
6 Meridian
Kansas
$120K -$5.43K -556 -4%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$118K
WAP
41
Wealthcare Advisory Partners
Pennsylvania
$107K
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$106K +$2.55K +261 +2%
CAN
43
Cetera Advisor Networks
California
$103K -$65.1K -6,666 -39%
MCCP
44
Mission Creek Capital Partners
California
$101K
WFA
45
Wellspring Financial Advisors
Ohio
$101K
BFEC
46
Benjamin F. Edwards & Company
Missouri
$58K
CBT
47
CoreFirst Bank & Trust
Kansas
$56K
MFT
48
Moisand Fitzgerald Tamayo
Florida
$25K
BEI
49
Benjamin Edwards Inc
Missouri
$23K +$166 +17 +0.7%
HNB
50
Huntington National Bank
Ohio
$11K