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BNY Mellon Strategic Municipal Bond Fund
DSM

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Guggenheim Capital
1
Guggenheim Capital
Illinois
USD 6.7 M +USD 164 k +19,427 +3%
Sit Investment Associates
2
Sit Investment Associates
Minnesota
USD 2.87 M -USD 765 k -90,582 -21%
Arete Wealth Advisors
3
Arete Wealth Advisors
Illinois
USD 2.24 M +USD 35.6 k +4,214 +2%
UBS Group
4
UBS Group
Switzerland
USD 2.17 M -USD 125 k -14,778 -5%
Invesco
5
Invesco
Georgia
USD 1.88 M +USD 966 k +114,341 +108%
Nuveen
6
Nuveen
North Carolina
USD 1.56 M – – –
Ameriprise
7
Ameriprise
Minnesota
USD 1.4 M +USD 467 k +55,260 +48%
Morgan Stanley
8
Morgan Stanley
New York
USD 1.29 M +USD 141 k +16,746 +12%
Raymond James & Associates
9
Raymond James & Associates
Florida
USD 1.19 M +USD 21.6 k +2,559 +2%
Advisors Asset Management
10
Advisors Asset Management
Colorado
USD 1.17 M -USD 203 k -24,006 -15%
Baird Financial Group
11
Baird Financial Group
Wisconsin
USD 1.01 M -USD 1.81 k -214 -0.2%
ProVise Management Group
12
ProVise Management Group
Florida
USD 989 k +USD 66.2 k +7,836 +7%
Wells Fargo
13
Wells Fargo
California
USD 913 k -USD 135 k -15,949 -13%
VanEck Associates
14
VanEck Associates
New York
USD 800 k +USD 108 k +12,832 +16%
Wealthspire Advisors (Maryland)
15
Wealthspire Advisors (Maryland)
Maryland
USD 514 k – – –
Bank of America
16
Bank of America
North Carolina
USD 482 k -USD 254 k -30,107 -35%
Ladenburg Thalmann Financial Services
17
Ladenburg Thalmann Financial Services
Florida
USD 422 k +USD 399 k +47,290 +2,123%
Capital Investment Advisors
18
Capital Investment Advisors
Georgia
USD 402 k -USD 11 k -1,300 -3%
Mariner Independent Advisor Network
19
Mariner Independent Advisor Network
Kansas
USD 377 k +USD 374 k +44,306 Nuevas
Laurel Wealth Advisors (California)
20
Laurel Wealth Advisors (California)
California
USD 366 k +USD 21.8 k +2,580 +6%
M&T Bank
21
M&T Bank
New York
USD 294 k – – –
Investors Asset Management of Georgia
22
Investors Asset Management of Georgia
Georgia
USD 285 k – – –
Doliver Advisors
23
Doliver Advisors
Texas
USD 264 k +USD 19.5 k +2,312 +8%
Essex Financial Services
24
Essex Financial Services
Connecticut
USD 243 k -USD 14.4 k -1,700 -6%
Hollencrest Capital Management
25
Hollencrest Capital Management
California
USD 236 k – – –
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