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Western Asset Intermediate Muni Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
26
Melfa Wealth Management
Massachusetts
$349K +$89.1K +11,850 +34%
Wolverine Asset Management
27
Wolverine Asset Management
Illinois
$330K +$74.8K +9,943 +29%
Whittier Trust
28
Whittier Trust
California
$322K -$84.4K -11,229 -21%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$243K +$15.7K +2,084 +7%
TIM
30
Tortoise Investment Management
New York
$222K – – –
BW
31
Basepoint Wealth
Iowa
$221K -$98 -13 -0%
Stephens Inc
32
Stephens Inc
Arkansas
$184K – – –
Ashton Thomas Private Wealth
33
Ashton Thomas Private Wealth
Arizona
$170K – – –
Sit Investment Associates
34
Sit Investment Associates
Minnesota
$159K -$4.56M -607,021 -97%
IHT Wealth Management
35
IHT Wealth Management
Illinois
$153K +$30.9K +4,113 +25%
AWA
36
Aquire Wealth Advisors
Utah
$148K – – –
HighTower Advisors
37
HighTower Advisors
Illinois
$148K -$1.23K -164 -0.8%
Mariner
38
Mariner
Kansas
$148K – – –
Osaic Holdings
39
Osaic Holdings
Arizona
$139K -$13.5K -1,801 -9%
BBPWM
40
Blue Bell Private Wealth Management
Pennsylvania
$126K -$5.4K -718 -4%
BHWM
41
Bar Harbor Wealth Management
New Hampshire
$114K – – –
GC
42
GatePass Capital
Ohio
$113K – – –
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$109K -$3.89K -517 -3%
SIA
44
SkyView Investment Advisors
New Jersey
$106K – – –
NFA
45
Northwest Financial Advisors
Virginia
$102K – – –
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$95.6K +$95.6K +12,711 New
RIL
47
Rothschild Investment LLC
Illinois
$94K – – –
Horizon Kinetics Asset Management
48
Horizon Kinetics Asset Management
New York
$85.2K +$85.2K +11,334 New
PMG
49
ProVise Management Group
Florida
$80.8K – – –
LCM
50
Landscape Capital Management
New Jersey
$78K +$78K +10,370 New