We are live on ! Find out more
SBI

Western Asset Intermediate Muni Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BW
26
Basepoint Wealth
Iowa
$295K +$11.2K +1,236 +4%
UBS Group
27
UBS Group
Switzerland
$273K -$118K -13,023 -29%
PMG
28
ProVise Management Group
Florida
$268K
Wells Fargo
29
Wells Fargo
California
$258K -$41.6K -4,600 -13%
Stifel Financial
30
Stifel Financial
Missouri
$223K +$326 +36 +0.1%
NCM
31
Narwhal Capital Management
Georgia
$185K -$9.94K -1,099 -5%
RJA
32
Raymond James & Associates
Florida
$178K -$25.6K -2,827 -12%
AWA
33
Aquire Wealth Advisors
Utah
$169K
TIM
34
Tortoise Investment Management
New York
$169K
ICMP
35
Integrated Capital Management (Pennsylvania)
Pennsylvania
$152K -$12.1K -1,334 -7%
Bank of America
36
Bank of America
North Carolina
$145K -$17.9K -1,979 -10%
DAS
37
Dynamic Advisor Solutions
Arizona
$131K
BHWM
38
Bar Harbor Wealth Management
New Hampshire
$130K
H6H
39
Hightower 6M Holding
Kansas
$127K +$134K +14,818 New
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$103K
TPWA
41
TRUE Private Wealth Advisors
Oregon
$98K +$110K +12,210 New
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$96K +$2.57K +284 +3%
ICM
43
Ionic Capital Management
New York
$96K +$101K +11,168 New
WAP
44
Wealthcare Advisory Partners
Pennsylvania
$94K
CAN
45
Cetera Advisor Networks
California
$92K +$335 +37 +0.3%
DP
46
Dearborn Partners
Illinois
$90K +$95K +10,500 New
WFA
47
Wellspring Financial Advisors
Ohio
$89K
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$87K -$12.1K -1,337 -12%
BFEC
49
Benjamin F. Edwards & Company
Missouri
$51K
MFT
50
Moisand Fitzgerald Tamayo
Florida
$22K