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BNY Mellon Strategic Municipals
LEO

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Lord, Abbett & Co
26
Lord, Abbett & Co
New Jersey
USD 1.19 M – – –
&Partners
27
&Partners
Tennessee
USD 1.17 M +USD 149 k +23,331 +15%
Raymond James Financial
28
Raymond James Financial
Florida
USD 1.09 M +USD 108 k +16,876 +11%
LPL Financial
29
LPL Financial
California
USD 1.05 M +USD 9.22 k +1,447 +0.9%
Riverbridge Partners
30
Riverbridge Partners
Minnesota
USD 892 k -USD 1.4 M -220,260 -61%
Toronto Dominion Bank
31
Toronto Dominion Bank
Ontario, Canada
USD 870 k +USD 82.8 k +13,000 +11%
Blue Bell Private Wealth Management
32
Blue Bell Private Wealth Management
Pennsylvania
USD 777 k -USD 38.1 k -5,981 -5%
TCM
33
Traub Capital Management
Massachusetts
USD 752 k -USD 16.6 k -2,600 -2%
Summit Trail Advisors
34
Summit Trail Advisors
New York
USD 741 k +USD 201 k +31,600 +38%
Bank of New York Mellon
35
Bank of New York Mellon
New York
USD 689 k -USD 571 k -89,606 -46%
CEFA
36
Closed-End Fund Advisors
Virginia
USD 676 k – – –
Bank of America
37
Bank of America
North Carolina
USD 651 k -USD 395 k -61,906 -38%
Centaurus Financial
38
Centaurus Financial
California
USD 591 k -USD 14.8 k -2,325 -2%
ACA
39
Ackerman Capital Advisors
Texas
USD 536 k -USD 194 k -30,377 -27%
AC
40
Almitas Capital
California
USD 530 k -USD 733 k -115,030 -58%
Petersen Hastings Wealth Advisors
41
Petersen Hastings Wealth Advisors
Washington
USD 521 k – – –
Readystate Asset Management
42
Readystate Asset Management
Illinois
USD 460 k +USD 454 k +71,181 Nuevas
Ameriprise
43
Ameriprise
Minnesota
USD 404 k +USD 14.3 k +2,243 +4%
MWM
44
Melfa Wealth Management
Massachusetts
USD 390 k +USD 76 +12 +0%
TJHA
45
Thomas J. Herzfeld Advisors
Florida
USD 377 k +USD 371 k +58,283 Nuevas
180 Wealth Advisors
46
180 Wealth Advisors
Washington
USD 369 k -USD 38.2 k -5,993 -9%
Creative Planning
47
Creative Planning
Kansas
USD 364 k +USD 930 +146 +0.3%
Evolve Private Wealth
48
Evolve Private Wealth
California
USD 341 k +USD 170 k +26,659 +102%
Nuveen
49
Nuveen
North Carolina
USD 333 k – – –
DWM
50
Daner Wealth Management
Georgia
USD 324 k – – –
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