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SBI

Western Asset Intermediate Muni Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$339K +$4.88K +607 +1%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$308K -$27.4K -3,404 -8%
BW
28
Basepoint Wealth
Iowa
$298K +$3.06K +380 +1%
MWM
29
Melfa Wealth Management
Massachusetts
$283K +$94.5K +11,750 +52%
BI
30
Bulldog Investors
New Jersey
$214K
SI
31
Stephens Inc
Arkansas
$203K +$199K +24,750 New
RJFSA
32
Raymond James Financial Services Advisors
Florida
$202K +$12.5K +1,550 +7%
ATPW
33
Ashton Thomas Private Wealth
Arizona
$184K
BBPWM
34
Blue Bell Private Wealth Management
Pennsylvania
$182K
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$180K +$684 +85 +0.4%
AWA
36
Aquire Wealth Advisors
Utah
$161K
Mariner
37
Mariner
Kansas
$161K
Osaic Holdings
38
Osaic Holdings
Arizona
$147K +$86.1K +10,710 +150%
WAP
39
Wealthcare Advisory Partners
Pennsylvania
$134K -$53.9K -6,706 -29%
Mercer Global Advisors
40
Mercer Global Advisors
Colorado
$129K
BHWM
41
Bar Harbor Wealth Management
New Hampshire
$124K
SWMG
42
Sard Wealth Management Group
Georgia
$123K
SIA
43
SkyView Investment Advisors
New Jersey
$115K -$40.4K -5,018 -26%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$110K +$24 +3 +0%
RIL
45
Rothschild Investment LLC
Illinois
$103K +$101K +12,500 New
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$93.4K +$91.6K +11,386 New
NAS
47
NWF Advisory Services
California
$92.3K +$90.5K +11,250 New
Nomura Holdings
48
Nomura Holdings
Japan
$90.3K -$93.2K -11,583 -51%
HighTower Advisors
49
HighTower Advisors
Illinois
$90K +$18.5K +2,295 +23%
KAS
50
Kestra Advisory Services
Texas
$88.2K