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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 10.7 M +USD 535 k +62,365 +5%
UBS Group
2
UBS Group
Switzerland
USD 2.41 M +USD 181 k +21,114 +8%
ITIM
3
Indiana Trust & Investment Management
Indiana
USD 1.81 M – – –
Bessemer Group
4
Bessemer Group
New Jersey
USD 1.68 M +USD 1.71 M +200,000 Nuevas
Morgan Stanley
5
Morgan Stanley
New York
USD 1.62 M +USD 30.1 k +3,511 +2%
Capital Investment Advisors
6
Capital Investment Advisors
Georgia
USD 1.57 M +USD 86.1 k +10,038 +6%
Sit Investment Associates
7
Sit Investment Associates
Minnesota
USD 1.55 M -USD 182 k -21,253 -10%
Wells Fargo
8
Wells Fargo
California
USD 1.44 M +USD 122 k +14,232 +9%
Advisors Asset Management
9
Advisors Asset Management
Colorado
USD 1.4 M -USD 130 k -15,211 -8%
Raymond James & Associates
10
Raymond James & Associates
Florida
USD 1.11 M -USD 34.2 k -3,992 -3%
ProVise Management Group
11
ProVise Management Group
Florida
USD 1.06 M -USD 10.1 k -1,177 -0.9%
Baird Financial Group
12
Baird Financial Group
Wisconsin
USD 1.02 M -USD 37.5 k -4,368 -3%
Nuveen
13
Nuveen
North Carolina
USD 857 k +USD 358 k +41,744 +69%
VanEck Associates
14
VanEck Associates
New York
USD 813 k -USD 352 k -41,107 -30%
LPL Financial
15
LPL Financial
California
USD 724 k -USD 160 k -18,629 -18%
HighTower Advisors
16
HighTower Advisors
Illinois
USD 641 k -USD 5.09 k -594 -0.8%
Marquette Asset Management
17
Marquette Asset Management
Minnesota
USD 472 k – – –
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
USD 448 k -USD 2.79 k -325 -0.6%
DLG
19
Daniel L. Goodwin
USD 403 k – – –
WA
20
WealthTrust Axiom
Pennsylvania
USD 395 k -USD 25.5 k -2,975 -6%
Bank of America
21
Bank of America
North Carolina
USD 394 k +USD 211 k +24,596 +111%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
USD 363 k +USD 2.08 k +242 +0.6%
Cornerstone Advisory
23
Cornerstone Advisory
Maryland
USD 346 k – – –
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
USD 345 k +USD 156 k +18,204 +80%
Macroview Investment Management
25
Macroview Investment Management
Maryland
USD 342 k -USD 86 k -10,030 -20%
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