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SBI

Western Asset Intermediate Muni Fund
SBI

Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
1
Rivernorth Capital Management
Florida
$9.54M -$2.5M -319,136 -21%
SIA
2
Sit Investment Associates
Minnesota
$4.9M -$4.33M -553,369 -47%
1CP
3
1607 Capital Partners
Virginia
$4.75M -$140K -17,926 -3%
GC
4
Guggenheim Capital
Illinois
$2.65M -$41.6K -5,308 -2%
WA
5
Whitebox Advisors
Minnesota
$2.12M – – –
Pathstone Holdings
6
Pathstone Holdings
New Jersey
$1.98M -$116K -14,822 -6%
Morgan Stanley
7
Morgan Stanley
New York
$1.64M +$35.7K +4,560 +2%
CA
8
Carson Advisory
Georgia
$1.54M +$180K +23,044 +13%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.53M +$12.5K +1,600 +0.8%
Raymond James Financial
10
Raymond James Financial
Florida
$1.39M +$66.9K +8,543 +5%
Allspring Global Investments
11
Allspring Global Investments
North Carolina
$1.34M – – –
LPL Financial
12
LPL Financial
California
$1.26M +$42K +5,363 +3%
AAS
13
Avantax Advisory Services
Texas
$1.23M +$15.3K +1,957 +1%
Invesco
14
Invesco
Georgia
$1.03M +$423K +54,065 +69%
Wells Fargo
15
Wells Fargo
California
$882K +$535K +68,303 +152%
WTC
16
WhitTier Trust Company
Nevada
$862K -$46.2K -5,900 -5%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$810K +$1.79K +228 +0.2%
WA
18
Waverly Advisors
Alabama
$678K +$2.65K +339 +0.4%
WA
19
Whipplewood Advisors
Colorado
$663K -$648K -82,783 -100%
UBS Group
20
UBS Group
Switzerland
$593K -$3.66K -467 -0.6%
NWMP
21
Noble Wealth Management PBC
Colorado
$572K +$19.6K +2,500 +4%
RCM
22
Robinson Capital Management
Michigan
$523K +$525K +67,091 New
RPA
23
Rock Point Advisors
Vermont
$518K -$3.92K -500 -0.7%
WT
24
Whittier Trust
California
$422K -$13.1K -1,668 -3%
SFWA
25
Summit Financial Wealth Advisors
Louisiana
$377K -$9.79K -1,250 -3%
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