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SBI

Western Asset Intermediate Muni Fund

Name Holding Trade Value Shares
Change
Change in
Stake
KCM
26
Kempner Capital Management
Texas
$373K
MWM
27
Melfa Wealth Management
Massachusetts
$269K
WAM
28
Wolverine Asset Management
Illinois
$265K +$224K +28,663 +542%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$236K +$28.2K +3,600 +13%
TIM
30
Tortoise Investment Management
New York
$230K -$100K -12,820 -30%
BW
31
Basepoint Wealth
Iowa
$229K -$28K -3,577 -11%
SI
32
Stephens Inc
Arkansas
$191K -$2.35K -300 -1%
ATPW
33
Ashton Thomas Private Wealth
Arizona
$176K
Osaic Holdings
34
Osaic Holdings
Arizona
$159K -$27.7K -3,540 -15%
HighTower Advisors
35
HighTower Advisors
Illinois
$154K -$22K -2,811 -12%
AWA
36
Aquire Wealth Advisors
Utah
$153K
Mariner
37
Mariner
Kansas
$153K
BBPWM
38
Blue Bell Private Wealth Management
Pennsylvania
$137K
IWM
39
IHT Wealth Management
Illinois
$126K +$127K +16,215 New
Mercer Global Advisors
40
Mercer Global Advisors
Colorado
$122K
BHWM
41
Bar Harbor Wealth Management
New Hampshire
$118K
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$117K -$44.8K -5,721 -28%
GC
43
GatePass Capital
Ohio
$117K +$39.2K +5,000 +50%
SIA
44
SkyView Investment Advisors
New Jersey
$110K
PAS
45
PKS Advisory Services
New York
$109K
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$105K
NFA
47
Northwest Financial Advisors
Virginia
$105K +$106K +13,500 New
RIL
48
Rothschild Investment LLC
Illinois
$97.5K
SWMG
49
Sard Wealth Management Group
Georgia
$92.8K
CAM
50
Concorde Asset Management
Michigan
$90.5K +$92.7K +11,840 New