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BNY Mellon Strategic Municipals
LEO

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Capital Investment Advisors
1
Capital Investment Advisors
Georgia
USD 1.96 M -USD 56.6 k -6,845 -3%
Raymond James & Associates
2
Raymond James & Associates
Florida
USD 1.61 M -USD 29 k -3,500 -2%
Guggenheim Capital
3
Guggenheim Capital
Illinois
USD 1.12 M -USD 70.2 k -8,486 -6%
Morgan Stanley
4
Morgan Stanley
New York
USD 910 k -USD 33.7 k -4,077 -4%
Wells Fargo
5
Wells Fargo
California
USD 720 k +USD 207 k +25,030 +42%
LPL Financial
6
LPL Financial
California
USD 684 k +USD 160 k +19,276 +31%
Nuveen
7
Nuveen
North Carolina
USD 665 k – – –
HighTower Advisors
8
HighTower Advisors
Illinois
USD 648 k -USD 30.6 k -3,700 -5%
UBS
9
UBS
Switzerland
USD 596 k -USD 19.4 k -2,344 -3%
Invesco
10
Invesco
Georgia
USD 486 k -USD 169 k -20,430 -26%
Marquette Asset Management
11
Marquette Asset Management
Minnesota
USD 476 k – – –
WA
12
WealthTrust Axiom
Pennsylvania
USD 443 k +USD 49.7 k +6,000 +13%
VanEck Associates
13
VanEck Associates
New York
USD 373 k +USD 63.6 k +7,685 +21%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
USD 357 k -USD 521 -63 -0.1%
ProVise Management Group
15
ProVise Management Group
Florida
USD 351 k +USD 70.8 k +8,550 +26%
Sit Investment Associates
16
Sit Investment Associates
Minnesota
USD 279 k – – –
NWAM LLC
17
NWAM LLC
Washington
USD 260 k -USD 13.7 k -1,656 -5%
Hollencrest Capital Management
18
Hollencrest Capital Management
California
USD 258 k – – –
Baird
19
Baird
Wisconsin
USD 235 k +USD 230 k +27,786 Nuevas
Sunflower Bank Wealth Management
20
Sunflower Bank Wealth Management
Arizona
USD 232 k – – –
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
USD 231 k -USD 10.1 k -1,225 -4%
Essex Financial Services
22
Essex Financial Services
Connecticut
USD 213 k – – –
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
USD 204 k -USD 41.4 k -5,000 -17%
YP
24
Yellowstone Partners
Idaho
USD 203 k – – –
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
USD 182 k +USD 6.11 k +738 +4%
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