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Western Asset Inflation-Linked Opportunities & Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
76
Bank of New York Mellon
New York
$90K +$87.7K +10,178 New
Capital Investment Advisors
77
Capital Investment Advisors
Georgia
$89.6K – – –
BBPWM
78
Blue Bell Private Wealth Management
Pennsylvania
$69.8K – – –
TJHA
79
Thomas J. Herzfeld Advisors
Florida
$54.5K +$569 +66 +1%
NSIM
80
North Star Investment Management
Illinois
$42.6K -$8.15K -946 -16%
Bartlett & Co Wealth Management
81
Bartlett & Co Wealth Management
Ohio
$26.5K – – –
GCM
82
Gables Capital Management
Florida
$20.9K – – –
NewEdge Advisors
83
NewEdge Advisors
Louisiana
$15.6K +$310 +36 +2%
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$15K +$15K +1,737 New
CHA
85
Carmichael Hill & Associates
Maryland
$14.8K – – –
Wells Fargo
86
Wells Fargo
California
$13.3K – – –
GJIA
87
Glass Jacobson Investment Advisors
Maryland
$13.3K – – –
Allworth Financial
88
Allworth Financial
California
$7.51K – – –
KFI
89
Key Financial Inc
Pennsylvania
$6.26K – – –
IAIM
90
International Assets Investment Management
Florida
$5.3K – – –
IFP Advisors
91
IFP Advisors
Florida
$4.42K – – –
SSB
92
Sandy Spring Bank
Maryland
$1.77K – – –
Geneos Wealth Management
93
Geneos Wealth Management
Colorado
$743 – – –
BL
94
BFSG LLC
California
$663 +$646 +75 New
AssetMark Inc
95
AssetMark Inc
California
$389 – – –
Penserra Capital Management
96
Penserra Capital Management
California
– -$12.1M -1,426,473 Closed
BPCM
97
Beach Point Capital Management
California
– -$10.9M -1,281,927 Closed
Kingswood Wealth Advisors
98
Kingswood Wealth Advisors
California
– -$287K -33,707 Closed
RIA
99
Realta Investment Advisors
Delaware
– -$188K -22,126 Closed
PWPS
100
Pinnacle Wealth Planning Services
Ohio
– -$115K -13,566 Closed