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BNY Mellon Strategic Municipals
LEO

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Guggenheim Capital
1
Guggenheim Capital
Illinois
USD 4.47 M +USD 2.17 M +248,110 +99%
Sit Investment Associates
2
Sit Investment Associates
Minnesota
USD 2.33 M -USD 347 k -39,672 -13%
LPL Financial
3
LPL Financial
California
USD 2.07 M +USD 172 k +19,720 +10%
Capital Investment Advisors
4
Capital Investment Advisors
Georgia
USD 1.95 M -USD 32.5 k -3,715 -2%
ITIM
5
Indiana Trust & Investment Management
Indiana
USD 1.93 M +USD 1.88 M +215,008 Nuevas
Morgan Stanley
6
Morgan Stanley
New York
USD 1.88 M -USD 1.29 M -147,487 -41%
Advisors Asset Management
7
Advisors Asset Management
Colorado
USD 1.81 M +USD 666 k +76,217 +61%
UBS Group
8
UBS Group
Switzerland
USD 1.36 M +USD 650 k +74,356 +97%
Wells Fargo
9
Wells Fargo
California
USD 1.26 M +USD 62.7 k +7,170 +5%
Raymond James & Associates
10
Raymond James & Associates
Florida
USD 1.17 M +USD 53.5 k +6,114 +5%
Baird Financial Group
11
Baird Financial Group
Wisconsin
USD 1.02 M +USD 282 k +32,253 +40%
VanEck Associates
12
VanEck Associates
New York
USD 932 k +USD 232 k +26,514 +34%
HighTower Advisors
13
HighTower Advisors
Illinois
USD 857 k +USD 114 k +13,029 +16%
ProVise Management Group
14
ProVise Management Group
Florida
USD 828 k +USD 65 k +7,437 +9%
Macroview Investment Management
15
Macroview Investment Management
Maryland
USD 799 k -USD 251 k -28,675 -24%
Cornerstone Advisory
16
Cornerstone Advisory
Maryland
USD 509 k -USD 209 k -23,865 -30%
Marquette Asset Management
17
Marquette Asset Management
Minnesota
USD 504 k – – –
Nuveen
18
Nuveen
North Carolina
USD 484 k – – –
WA
19
WealthTrust Axiom
Pennsylvania
USD 462 k +USD 26.4 k +3,023 +6%
DLG
20
Daniel L. Goodwin
USD 431 k – – –
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
USD 340 k +USD 18.3 k +2,091 +6%
Stratos Wealth Partners
22
Stratos Wealth Partners
Ohio
USD 269 k – – –
Hollencrest Capital Management
23
Hollencrest Capital Management
California
USD 256 k – – –
Raymond James Financial Services Advisors
24
Raymond James Financial Services Advisors
Florida
USD 254 k – – –
Investors Asset Management of Georgia
25
Investors Asset Management of Georgia
Georgia
USD 250 k – – –
1
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