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SBI
Western Asset Intermediate Muni Fund
SBI
SBI
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Citigroup
New York
| $8K | – | – | – |
|
52
US Bancorp
Minneapolis,
Minnesota
| $7K | +$2.1K | +250 | +48% |
|
|
GWM
53
Geneos Wealth Management
Englewood,
Colorado
| $2K | – | – | – |
|
54
Northern Trust
Chicago,
Illinois
| $1K | -$168K | -20,000 | -67% |
|
|
WLPWM
55
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
| $1K | – | – | – |
|
|
AWA
56
Arete Wealth Advisors
Chicago,
Illinois
| – | -$492K | -58,344 | Closed |
|
|
MC
57
Matisse Capital
Portland,
Oregon
| – | -$102K | -12,123 | Closed |
|
58
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$93K | -11,007 | Closed |
|
|
HPC
59
HM Payson & Co
Portland,
Maine
| – | -$6K | -680 | Closed |
|
60
Fidelity Investments
Boston,
Massachusetts
| – | +$17 | +2 | New |
|
|
PFO
61
Pathstone Family Office
Englewood,
New Jersey
| – | +$336 | +40 | New |
|