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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
$371K
SFWA
27
Summit Financial Wealth Advisors
Louisiana
$358K
MWM
28
Melfa Wealth Management
Massachusetts
$356K
NFA
29
Northwest Financial Advisors
Virginia
$337K +$237K +30,370 +225%
WT
30
Whittier Trust
California
$320K -$12.3K -1,577 -4%
RP
31
Riverbridge Partners
Minnesota
$314K -$1.27K -162 -0.4%
Osaic Holdings
32
Osaic Holdings
Arizona
$273K +$82.7K +10,576 +42%
NWMP
33
Noble Wealth Management PBC
Colorado
$265K -$45.7K -5,850 -15%
CWM
34
Castle Wealth Management
Florida
$249K
BW
35
Basepoint Wealth
Iowa
$212K -$7.09K -907 -3%
WAM
36
Wolverine Asset Management
Illinois
$196K +$199K +25,480 New
SI
37
Stephens Inc
Arkansas
$190K
IWM
38
IHT Wealth Management
Illinois
$183K +$16.4K +2,103 +10%
SIA
39
Sit Investment Associates
Minnesota
$163K
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$152K +$17.2K +2,200 +12%
Mariner
41
Mariner
Kansas
$151K
CEFA
42
Closed-End Fund Advisors
Virginia
$134K +$137K +17,477 New
BBPWM
43
Blue Bell Private Wealth Management
Pennsylvania
$129K
BHWM
44
Bar Harbor Wealth Management
New Hampshire
$116K
GC
45
GatePass Capital
Ohio
$115K
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$114K +$116K +14,861 New
HighTower Advisors
47
HighTower Advisors
Illinois
$113K -$36.8K -4,713 -24%
PAG
48
Private Advisor Group
New Jersey
$105K +$16.6K +2,125 +18%
RIL
49
Rothschild Investment LLC
Illinois
$96K
Mercer Global Advisors
50
Mercer Global Advisors
Colorado
$78.3K