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SBI

Western Asset Intermediate Muni Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BW
26
Basepoint Wealth
Iowa
$302K +$1.63K +208 +0.5%
RJA
27
Raymond James & Associates
Florida
$288K +$282 +36 +0.1%
RCM
28
Robinson Capital Management
Michigan
$214K -$469K -59,752 -68%
BI
29
Bulldog Investors
New Jersey
$207K -$208K -26,550 -50%
Stifel Financial
30
Stifel Financial
Missouri
$189K +$463 +59 +0.2%
WAP
31
Wealthcare Advisory Partners
Pennsylvania
$182K +$1.1K +140 +0.6%
MWM
32
Melfa Wealth Management
Massachusetts
$180K
Nomura Holdings
33
Nomura Holdings
Japan
$179K +$177K +22,600 New
ATPW
34
Ashton Thomas Private Wealth
Arizona
$178K
RJFSA
35
Raymond James Financial Services Advisors
Florida
$172K +$2.85K +363 +2%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$166K +$164K +20,916 New
AWA
37
Aquire Wealth Advisors
Utah
$156K
Mariner
38
Mariner
Kansas
$155K -$7.85K -1,000 -5%
CAN
39
Cetera Advisor Networks
California
$146K +$534 +68 +0.4%
Creative Planning
40
Creative Planning
Kansas
$140K
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$139K -$8.49K -1,082 -6%
Mercer Global Advisors
42
Mercer Global Advisors
Colorado
$139K -$30K -3,830 -18%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$138K -$43K -5,483 -24%
BHWM
44
Bar Harbor Wealth Management
New Hampshire
$120K
LCM
45
Landscape Capital Management
New Jersey
$118K -$31.4K -4,002 -21%
PMG
46
ProVise Management Group
Florida
$85.1K -$23.5K -3,000 -22%
HighTower Advisors
47
HighTower Advisors
Illinois
$66K -$60K -7,642 -41%
Osaic Holdings
48
Osaic Holdings
Arizona
$58K -$824 -105 -1%
Bank of America
49
Bank of America
North Carolina
$47K
BBPWM
50
Blue Bell Private Wealth Management
Pennsylvania
$16.6K +$5.18K +660 +46%