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WIW

Western Asset Inflation-Linked Opportunities & Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AIG
51
American International Group
New York
$105K
WA
52
WFG Advisors
Texas
$69K -$11.2K -987 -14%
TRCT
53
Tower Research Capital (TRC)
New York
$40K +$39.7K +3,500 New
BBPWM
54
Blue Bell Private Wealth Management
Pennsylvania
$37K
MFS
55
MSI Financial Services
Massachusetts
$36K -$90.8K -8,001 -72%
TFO
56
Tarbox Family Office
California
$32K
Creative Planning
57
Creative Planning
Kansas
$30K +$12.9K +1,136 +76%
CAL
58
Capital Advisors Ltd
Ohio
$29K
S
59
SignatureFD
Georgia
$28K +$28.3K +2,497 New
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$27K +$27.2K +2,400 New
PAM
61
Panagora Asset Management
Massachusetts
$23K +$22.9K +2,022 New
SHJ
62
Sharkey, Howes & Javer
Colorado
$20K +$19.9K +1,750 New
BC
63
Bartlett & Co
Ohio
$17K
DOA
64
D'Orazio & Associates
Virginia
$17K
WEC
65
Winslow Evans & Crocker
Massachusetts
$11.3K
Citigroup
66
Citigroup
New York
$8K -$131K -11,556 -94%
Fifth Third Bancorp
67
Fifth Third Bancorp
Ohio
$7K
NSIM
68
North Star Investment Management
Illinois
$6K
NFG
69
Next Financial Group
Texas
$2K
CPO
70
Cerity Partners OCIO
New York
-$1.04M -35,477 Closed
V
71
Veritable
Delaware
-$359K -31,734 Closed
NPC
72
National Planning Corporation
California
-$123K -10,871 Closed
PAI
73
Pittenger & Anderson Inc
Nebraska
-$45K -4,000 Closed
BRWA
74
B. Riley Wealth Advisors
Florida
-$26K -2,304 Closed
BIM
75
BlackRock Investment Management
Delaware
-$4K -325 Closed