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Western Asset Intermediate Muni Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Independent Advisor Alliance
26
Independent Advisor Alliance
North Carolina
$386K +$394K +50,251 New
Riverbridge Partners
27
Riverbridge Partners
Minnesota
$370K +$57.7K +7,363 +18%
NFA
28
Northwest Financial Advisors
Virginia
$357K +$20.3K +2,591 +6%
MWM
29
Melfa Wealth Management
Massachusetts
$356K – – –
SFWA
30
Summit Financial Wealth Advisors
Louisiana
$327K -$31.4K -4,000 -9%
CAM
31
Concorde Asset Management
Michigan
$323K -$111K -14,173 -25%
Whittier Trust
32
Whittier Trust
California
$315K +$415 +53 +0.1%
LSC
33
Logan Stone Capital
Illinois
$310K -$113K -14,367 -26%
NWMP
34
Noble Wealth Management PBC
Colorado
$264K -$533 -68 -0.2%
CWM
35
Castle Wealth Management
Florida
$249K – – –
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$236K +$125K +15,926 +107%
BW
37
Basepoint Wealth
Iowa
$216K +$3.53K +450 +2%
Sit Investment Associates
38
Sit Investment Associates
Minnesota
$214K +$52.7K +6,728 +32%
IHT Wealth Management
39
IHT Wealth Management
Illinois
$199K +$16.6K +2,112 +9%
Stephens Inc
40
Stephens Inc
Arkansas
$190K – – –
Private Advisor Group
41
Private Advisor Group
New Jersey
$169K +$65.5K +8,357 +61%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$152K – – –
Mariner
43
Mariner
Kansas
$151K – – –
Savvy Advisors Inc
44
Savvy Advisors Inc
New York
$139K +$142K +18,143 New
CEFA
45
Closed-End Fund Advisors
Virginia
$134K – – –
BBPWM
46
Blue Bell Private Wealth Management
Pennsylvania
$129K – – –
BHWM
47
Bar Harbor Wealth Management
New Hampshire
$116K – – –
RIL
48
Rothschild Investment LLC
Illinois
$96K – – –
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$92.6K +$94.5K +12,061 New
HighTower Advisors
50
HighTower Advisors
Illinois
$80.1K -$33.1K -4,223 -29%