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Western Asset Intermediate Bond Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 12,500 | $102,500 | $98,250 | -$4,250 | -4.15% |
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 27,928 | $225,400.51 | $219,514.08 | -$5,886.43 | -2.61% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 275,915 | $2.15M | $2.17M | $16,769.67 | 0.78% |
 Jennifer Grunberg Allspring Global Investments Holdings LLC | 172,051 | $1.65M | $1.34M | -$309,968.08 | -18.77% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 4,100 | $32,185 | $32,103 | -$82 | -0.25% |
 Lindsey Seagraves Carson Advisory Inc. | 168,597 | $1.33M | $1.32M | -$12,206.2 | -0.92% |
 Lori Fernicola Castle Wealth Management LLC | 32,451 | $256,687.41 | $254,415.84 | -$2,271.57 | -0.88% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 46,347 | $358,113.73 | $363,360.48 | $5,246.75 | 1.47% |
 Amir Har-El Savvy Advisors, Inc. | 18,143 | $139,338 | $142,241.12 | $2,903.12 | 2.08% |
 Nicole Davis Northwest Financial Advisors | 46,461 | $358,440.04 | $364,254.24 | $5,814.2 | 1.62% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 163,208 | $1.28M | $1.28M | -$3,278.56 | -0.26% |
 Highline Wealth Partners LLC Highline Wealth Partners LLC | 1,000 | $7,910 | $7,840 | -$70 | -0.88% |
| RN Ron New Whipplewood Advisors LLC | 91,874 | $692,999.46 | $720,292.16 | $27,292.7 | 3.94% |
| DN Daniel Newman Noble Wealth Management PBC | 44,763 | $347,959.91 | $350,941.92 | $2,982.01 | 0.86% |
 Heydon Traub Traub Capital Management LLC | 86,839 | $653,029.2 | $680,817.76 | $27,788.56 | 4.26% |
 Matthew Jenkins GatePass Capital LLC | 10,000 | $77,700 | $78,400 | $700 | 0.9% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 28,084 | $253,432.4 | $220,178.56 | -$33,253.84 | -13.12% |
