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BNY Mellon Strategic Municipals
LEO

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Clear Street
76
Clear Street
New York
USD 91.3 k +USD 90 k +14,126 Nuevas
WA
77
WealthTrust Axiom
Pennsylvania
USD 84 k – – –
NewEdge Advisors
78
NewEdge Advisors
Louisiana
USD 81.2 k – – –
Confluence Wealth Services
79
Confluence Wealth Services
Pennsylvania
USD 80.8 k – – –
BOK Financial
80
BOK Financial
Oklahoma
USD 79.4 k – – –
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
USD 78.7 k +USD 77.6 k +12,184 Nuevas
Hollencrest Capital Management
82
Hollencrest Capital Management
California
USD 77.5 k – – –
Kestra Advisory Services
83
Kestra Advisory Services
Texas
USD 76.5 k +USD 75.5 k +11,842 Nuevas
XTX Topco
84
XTX Topco
Cayman Islands
USD 75.5 k +USD 74.5 k +11,684 Nuevas
Fort Point Capital Partners
85
Fort Point Capital Partners
California
USD 70.3 k – – –
TCM
86
Thoma Capital Management
Maryland
USD 70.1 k -USD 77.3 k -12,125 -53%
Truist Financial
87
Truist Financial
North Carolina
USD 69.8 k – – –
Farther Finance Advisors
88
Farther Finance Advisors
California
USD 39.1 k -USD 13 -2 -0%
US Bancorp
89
US Bancorp
Minnesota
USD 35.5 k – – –
Global Retirement Partners
90
Global Retirement Partners
California
USD 32.3 k +USD 31.9 k +5,000 Nuevas
GWM
91
Gilpin Wealth Management
Colorado
USD 29.1 k – – –
JP Morgan Chase
92
JP Morgan Chase
New York
USD 26.6 k +USD 26.1 k +4,091 Nuevas
Capital Analysts LLC
93
Capital Analysts LLC
Pennsylvania
USD 26 k -USD 389 -61 -1%
Blue Trust Inc
94
Blue Trust Inc
Georgia
USD 23.1 k – – –
Eastern Bank
95
Eastern Bank
Massachusetts
USD 22.2 k – – –
UBS Group
96
UBS Group
Switzerland
USD 19.4 k – – –
CoreCap Advisors
97
CoreCap Advisors
Michigan
USD 16.2 k +USD 15.9 k +2,500 Nuevas
PWMG
98
Prestige Wealth Management Group
New Jersey
USD 6.14 k – – –
Steward Partners Investment Advisory
99
Steward Partners Investment Advisory
New York
USD 4.84 k – – –
Harbour Investments
100
Harbour Investments
Wisconsin
USD 2.23 k +USD 2.2 k +345 Nuevas
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