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WDI

Western Asset Diversified Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AFO
51
Allie Family Office
Florida
$145K
S
52
SignatureFD
Georgia
$131K +$2.65K +179 +2%
EC
53
Elequin Capital
New York
$125K +$102K +6,868 +384%
GWM
54
Geneos Wealth Management
Colorado
$110K +$15.2K +1,028 New
FFA
55
Farther Finance Advisors
California
$82.2K +$1.24K +84 +1%
MCM
56
MAI Capital Management
Ohio
$72.3K +$73.9K +5,000 New
ACM
57
Anfield Capital Management
California
$56.4K
WA
58
WPG Advisers
Maryland
$52.9K +$29.9K +2,020 +123%
HI
59
Harbour Investments
Wisconsin
$39.9K +$40.8K +2,763 New
CWC
60
Carolinas Wealth Consulting
North Carolina
$34.2K
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$32K +$8.69K +588 +37%
AF
62
Advisornet Financial
Minnesota
$26.7K +$27.4K +1,851 New
SW
63
SVB Wealth
Massachusetts
$26.6K +$27.2K +1,838 New
CIBC Private Wealth Group
64
CIBC Private Wealth Group
Georgia
$23.4K
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$14.4K +$14.8K +1,000 New
FIA
66
FNY Investment Advisers
New York
$14K +$14.8K +1,000 New
AssetMark Inc
67
AssetMark Inc
California
$3.61K
GC
68
Garde Capital
Washington
$1.91K +$1.95K +132 New
MG
69
Marex Group
-$776K -54,447 Closed
SA
70
Sanctuary Advisors
Indiana
-$713K -47,940 Closed
LCM
71
Landscape Capital Management
New Jersey
-$317K -22,218 Closed
Walleye Capital
72
Walleye Capital
New York
-$203K -14,242 Closed
CAS
73
Coppell Advisory Solutions
Texas
-$50.3K -3,540 Closed
SAM
74
Synergy Asset Management
Washington
-$18.8K -1,200 Closed
POIA
75
Pin Oak Investment Advisors
Texas
+$370 +25 New