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WDI

Western Asset Diversified Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$580K -$65K -4,513 -10%
SFS
27
Shaker Financial Services
Virginia
$573K +$566K +39,343 New
SPIA
28
Steward Partners Investment Advisory
New York
$527K -$51.9K -3,608 -9%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$469K -$47.7K -3,316 -9%
1CP
30
1607 Capital Partners
Virginia
$451K -$5.76M -400,300 -93%
WS
31
Wedbush Securities
California
$371K +$63.9K +4,440 +21%
PAG
32
Private Advisor Group
New Jersey
$346K +$10.2K +706 +3%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$323K -$11K -763 -3%
Comerica Bank
34
Comerica Bank
Texas
$294K -$43K -2,989 -13%
JSW
35
Journey Strategic Wealth
New Jersey
$263K +$262K +18,221 New
Walleye Capital
36
Walleye Capital
New York
$261K -$176K -12,221 -40%
Mariner
37
Mariner
Kansas
$245K +$56.7K +3,938 +30%
KP
38
Keel Point
Alabama
$231K +$220K +15,255 New
PI
39
PFG Investments
New York
$231K -$1.45M -100,663 -86%
Truist Financial
40
Truist Financial
North Carolina
$208K +$208K +14,451 New
CCG
41
Catalina Capital Group
California
$207K +$1.84K +128 +0.9%
COLIM
42
City of London Investment Management
United Kingdom
$205K -$6.65M -461,953 -97%
SWM
43
SeaCrest Wealth Management
New York
$193K +$1.67K +116 +0.9%
MC
44
Moors & Cabot
Massachusetts
$187K -$504K -35,000 -73%
DADC
45
D.A. Davidson & Co
Montana
$176K -$72K -5,000 -29%
LNWWM
46
Laird Norton Wetherby Wealth Management
California
$164K
NW
47
Naviter Wealth
Arkansas
$161K +$160K +11,100 New
Osaic Holdings
48
Osaic Holdings
Arizona
$154K -$104K -7,220 -40%
Lido Advisors
49
Lido Advisors
California
$146K
AFO
50
Allie Family Office
Florida
$144K