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Western Asset Intermediate Muni Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LCM
26
Landscape Capital Management
New Jersey
$304K +$185K +23,755 +159%
BW
27
Basepoint Wealth
Iowa
$283K -$17.2K -2,209 -6%
Wolverine Asset Management
28
Wolverine Asset Management
Illinois
$248K +$246K +31,609 New
BI
29
Bulldog Investors
New Jersey
$206K – – –
Raymond James Financial Services Advisors
30
Raymond James Financial Services Advisors
Florida
$181K +$11.1K +1,432 +7%
WAP
31
Wealthcare Advisory Partners
Pennsylvania
$181K +$1.15K +148 +0.6%
Stifel Financial
32
Stifel Financial
Missouri
$181K -$6.29K -809 -3%
MWM
33
Melfa Wealth Management
Massachusetts
$179K – – –
Nomura Holdings
34
Nomura Holdings
Japan
$178K – – –
Ashton Thomas Private Wealth
35
Ashton Thomas Private Wealth
Arizona
$177K – – –
BBPWM
36
Blue Bell Private Wealth Management
Pennsylvania
$175K +$156K +20,111 +961%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$172K +$7.57K +973 +5%
AWA
38
Aquire Wealth Advisors
Utah
$155K – – –
Mariner
39
Mariner
Kansas
$154K -$8 -1 -0%
SIA
40
SkyView Investment Advisors
New Jersey
$150K -$516K -66,367 -78%
Creative Planning
41
Creative Planning
Kansas
$143K +$3.71K +477 +3%
Mercer Global Advisors
42
Mercer Global Advisors
Colorado
$123K -$14.5K -1,866 -11%
RCM
43
Robinson Capital Management
Michigan
$123K -$94.3K -12,126 -44%
BHWM
44
Bar Harbor Wealth Management
New Hampshire
$119K – – –
SWMG
45
Sard Wealth Management Group
Georgia
$117K +$116K +14,944 New
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$105K -$32.3K -4,151 -24%
AQR Arbitrage
47
AQR Arbitrage
Connecticut
$104K -$464K -59,695 -82%
PMG
48
ProVise Management Group
Florida
$84.5K – – –
Kestra Advisory Services
49
Kestra Advisory Services
Texas
$84.5K +$83.6K +10,750 New
HighTower Advisors
50
HighTower Advisors
Illinois
$58K -$6.22K -800 -7%