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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
$347K +$27.8K +3,450 +8%
TIM
27
Tortoise Investment Management
New York
$327K -$182K -22,527 -35%
LA
28
LexAurum Advisors
Kansas
$271K +$282K +35,000 New
MWM
29
Melfa Wealth Management
Massachusetts
$267K
BW
30
Basepoint Wealth
Iowa
$255K -$27.3K -3,385 -9%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$206K -$87.4K -10,845 -29%
SI
32
Stephens Inc
Arkansas
$192K
Osaic Holdings
33
Osaic Holdings
Arizona
$185K +$48.4K +6,005 +34%
HighTower Advisors
34
HighTower Advisors
Illinois
$175K +$82.5K +10,240 +83%
ATPW
35
Ashton Thomas Private Wealth
Arizona
$174K
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$160K -$10.1K -1,253 -6%
AWA
37
Aquire Wealth Advisors
Utah
$152K
Mariner
38
Mariner
Kansas
$152K
BBPWM
39
Blue Bell Private Wealth Management
Pennsylvania
$136K -$37.7K -4,677 -21%
LSC
40
Logan Stone Capital
Illinois
$122K -$1.01M -125,812 -89%
Mercer Global Advisors
41
Mercer Global Advisors
Colorado
$121K
BHWM
42
Bar Harbor Wealth Management
New Hampshire
$117K
SIA
43
SkyView Investment Advisors
New Jersey
$109K
PAS
44
PKS Advisory Services
New York
$108K +$113K +14,000 New
Citadel Advisors
45
Citadel Advisors
Florida
$105K +$109K +13,568 New
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$105K +$838 +104 +0.8%
RIL
47
Rothschild Investment LLC
Illinois
$96.8K
SWMG
48
Sard Wealth Management Group
Georgia
$92K -$24.6K -3,052 -20%
PMG
49
ProVise Management Group
Florida
$83.2K
GC
50
GatePass Capital
Ohio
$77.4K +$80.6K +10,000 New