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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 9.12 M -USD 823 k -91,795 -8%
Cornerstone Advisory
2
Cornerstone Advisory
Maryland
USD 3.64 M – – –
UBS Group
3
UBS Group
Switzerland
USD 2.26 M +USD 53 k +5,913 +2%
Wells Fargo
4
Wells Fargo
California
USD 2.03 M +USD 166 k +18,511 +9%
ITIM
5
Indiana Trust & Investment Management
Indiana
USD 1.89 M – – –
Morgan Stanley
6
Morgan Stanley
New York
USD 1.43 M -USD 58.4 k -6,517 -4%
Raymond James & Associates
7
Raymond James & Associates
Florida
USD 1.32 M -USD 2.75 k -307 -0.2%
ProVise Management Group
8
ProVise Management Group
Florida
USD 1.27 M +USD 56.6 k +6,308 +5%
Baird Financial Group
9
Baird Financial Group
Wisconsin
USD 1.05 M -USD 13.1 k -1,457 -1%
VanEck Associates
10
VanEck Associates
New York
USD 965 k +USD 52.7 k +5,872 +6%
Laurion Capital Management
11
Laurion Capital Management
New York
USD 946 k +USD 965 k +107,578 Nuevas
Capital Investment Advisors
12
Capital Investment Advisors
Georgia
USD 902 k – – –
Nuveen
13
Nuveen
North Carolina
USD 897 k – – –
Ladenburg Thalmann Financial Services
14
Ladenburg Thalmann Financial Services
Florida
USD 611 k +USD 188 k +20,993 +43%
Bank of America
15
Bank of America
North Carolina
USD 585 k +USD 53.9 k +6,009 +10%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
USD 547 k -USD 19.6 k -2,185 -3%
DLG
17
Daniel L. Goodwin
USD 422 k – – –
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
USD 398 k -USD 942 -105 -0.2%
WA
19
WealthTrust Axiom
Pennsylvania
USD 375 k +USD 215 +24 +0.1%
Cetera Advisors
20
Cetera Advisors
Colorado
USD 356 k – – –
Stratos Wealth Partners
21
Stratos Wealth Partners
Ohio
USD 352 k – – –
LPL Financial
22
LPL Financial
California
USD 344 k +USD 224 +25 +0.1%
Marquette Asset Management
23
Marquette Asset Management
Minnesota
USD 335 k – – –
Hollencrest Capital Management
24
Hollencrest Capital Management
California
USD 233 k -USD 18.5 k -2,060 -7%
YP
25
Yellowstone Partners
Idaho
USD 211 k +USD 215 k +24,016 Nuevas
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