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SBI

Western Asset Intermediate Muni Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SFWA
26
Summit Financial Wealth Advisors
Louisiana
$371K
MWM
27
Melfa Wealth Management
Massachusetts
$367K
WT
28
Whittier Trust
California
$339K +$539 +70 +0.2%
RP
29
Riverbridge Partners
Minnesota
$325K +$316K +41,033 New
NWMP
30
Noble Wealth Management PBC
Colorado
$319K +$311K +40,341 New
CWM
31
Castle Wealth Management
Florida
$258K +$250K +32,451 New
BW
32
Basepoint Wealth
Iowa
$226K -$6.53K -847 -3%
SI
33
Stephens Inc
Arkansas
$196K +$2.7K +350 +1%
TIM
34
Tortoise Investment Management
New York
$194K -$38.5K -5,000 -17%
Osaic Holdings
35
Osaic Holdings
Arizona
$193K +$49.7K +6,455 +35%
ATPW
36
Ashton Thomas Private Wealth
Arizona
$179K
IWM
37
IHT Wealth Management
Illinois
$172K +$10.6K +1,370 +7%
SIA
38
Sit Investment Associates
Minnesota
$168K
AWA
39
Aquire Wealth Advisors
Utah
$156K
Mariner
40
Mariner
Kansas
$155K
HighTower Advisors
41
HighTower Advisors
Illinois
$153K -$2.11K -274 -1%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$140K +$136K +17,650 New
BBPWM
43
Blue Bell Private Wealth Management
Pennsylvania
$133K
BHWM
44
Bar Harbor Wealth Management
New Hampshire
$120K
GC
45
GatePass Capital
Ohio
$119K
LSC
46
Logan Stone Capital
Illinois
$118K -$284K -36,853 -71%
NFA
47
Northwest Financial Advisors
Virginia
$107K
RIL
48
Rothschild Investment LLC
Illinois
$98.9K
PAG
49
Private Advisor Group
New Jersey
$91.4K +$89K +11,553 New
PMG
50
ProVise Management Group
Florida
$85K