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SBI

Western Asset Intermediate Muni Fund

Name Holding Trade Value Shares
Change
Change in
Stake
A
51
Alongside
Texas
$84K +$83K +10,677 New
CS
52
Clear Street
New York
$69.4K +$68.5K +8,820 New
SPIA
53
Steward Partners Investment Advisory
New York
$39.5K -$22.1K -2,850 -36%
PCM
54
Penserra Capital Management
California
$34K +$22.6K +2,908 +200%
CA
55
CoreCap Advisors
Michigan
$32.3K +$31.9K +4,100 New
GCP
56
Gill Capital Partners
Colorado
$25.6K
HWP
57
Highline Wealth Partners
California
$7.87K
SWA
58
SOA Wealth Advisors
New York
$3.8K
GRP
59
Global Retirement Partners
California
$63 +$62 +8 New
IAA
60
Independent Advisor Alliance
North Carolina
-$386K -50,251 Closed
CAM
61
Concorde Asset Management
Michigan
-$323K -42,005 Closed
LSC
62
Logan Stone Capital
Illinois
-$310K -40,318 Closed
PAG
63
Private Advisor Group
New Jersey
-$169K -22,035 Closed
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
-$92.6K -12,061 Closed
HighTower Advisors
65
HighTower Advisors
Illinois
-$80.1K -10,430 Closed
HIC
66
Hamrick Investment Counsel
Washington
-$79.2K -10,306 Closed
Mercer Global Advisors
67
Mercer Global Advisors
Colorado
-$78.3K -10,197 Closed
AF
68
Allworth Financial
California
-$23K -3,000 Closed
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
-$20.3K -2,639 Closed
MCM
70
MAI Capital Management
Ohio
-$5.19K -675 Closed
SWM
71
Spire Wealth Management
Virginia
-$2.53K -330 Closed