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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 10.1 M -USD 613 k -69,614 -6%
Cornerstone Advisory
2
Cornerstone Advisory
Maryland
USD 3.68 M +USD 3.29 M +373,412 +929%
UBS Group
3
UBS Group
Switzerland
USD 2.23 M -USD 81 k -9,205 -4%
ITIM
4
Indiana Trust & Investment Management
Indiana
USD 1.92 M – – –
Wells Fargo
5
Wells Fargo
California
USD 1.89 M +USD 259 k +29,464 +16%
Bessemer Group
6
Bessemer Group
New Jersey
USD 1.65 M -USD 132 k -15,000 -8%
Morgan Stanley
7
Morgan Stanley
New York
USD 1.51 M -USD 263 k -29,875 -15%
Raymond James & Associates
8
Raymond James & Associates
Florida
USD 1.34 M +USD 17.5 k +1,990 +1%
ProVise Management Group
9
ProVise Management Group
Florida
USD 1.23 M +USD 82.3 k +9,350 +7%
Advisors Asset Management
10
Advisors Asset Management
Colorado
USD 1.17 M -USD 202 k -22,925 -15%
Baird Financial Group
11
Baird Financial Group
Wisconsin
USD 1.08 M +USD 49 k +5,563 +5%
VanEck Associates
12
VanEck Associates
New York
USD 926 k +USD 123 k +13,989 +16%
Capital Investment Advisors
13
Capital Investment Advisors
Georgia
USD 914 k – – –
Nuveen
14
Nuveen
North Carolina
USD 910 k – – –
Sit Investment Associates
15
Sit Investment Associates
Minnesota
USD 856 k -USD 482 k -54,802 -36%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
USD 574 k +USD 26.7 k +3,032 +5%
Bank of America
17
Bank of America
North Carolina
USD 538 k +USD 109 k +12,387 +26%
Ladenburg Thalmann Financial Services
18
Ladenburg Thalmann Financial Services
Florida
USD 432 k +USD 313 k +35,578 +275%
DLG
19
Daniel L. Goodwin
USD 428 k – – –
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
USD 404 k +USD 31 k +3,519 +8%
WA
21
WealthTrust Axiom
Pennsylvania
USD 380 k -USD 39.4 k -4,475 -9%
Cetera Advisors
22
Cetera Advisors
Colorado
USD 361 k – – –
Stratos Wealth Partners
23
Stratos Wealth Partners
Ohio
USD 356 k – – –
LPL Financial
24
LPL Financial
California
USD 348 k -USD 412 k -46,763 -54%
Marquette Asset Management
25
Marquette Asset Management
Minnesota
USD 340 k – – –
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