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DSM

BNY Mellon Strategic Municipal Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BBPWM
26
Blue Bell Private Wealth Management
Pennsylvania
$662K -$9.23K -1,517 -1%
CEFA
27
Closed-End Fund Advisors
Virginia
$617K
Invesco
28
Invesco
Georgia
$604K -$34.5K -5,675 -5%
PP
29
PFS Partners
New Jersey
$573K +$7.56K +1,242 +1%
ACA
30
Ackerman Capital Advisors
Texas
$563K -$167K -27,399 -23%
UBS Group
31
UBS Group
Switzerland
$542K -$26.9K -4,417 -5%
BA
32
Bridgewater Advisors
New York
$538K
PVM
33
Palogic Value Management
Texas
$444K
OWA
34
Opal Wealth Advisors
New York
$437K +$9.56K +1,571 +2%
NWMP
35
Noble Wealth Management PBC
Colorado
$404K +$26.8K +4,400 +7%
Raymond James Financial
36
Raymond James Financial
Florida
$389K +$4.52K +742 +1%
Stifel Financial
37
Stifel Financial
Missouri
$383K +$4.91K +807 +1%
Osaic Holdings
38
Osaic Holdings
Arizona
$370K +$228K +37,538 +166%
SAI
39
Savvy Advisors Inc
New York
$363K -$19.2K -3,150 -5%
Cohen & Steers
40
Cohen & Steers
New York
$308K
P
41
&Partners
Tennessee
$285K -$26.9K -4,418 -9%
EPW
42
Evolve Private Wealth
California
$269K +$93K +15,279 +54%
GWM
43
Geneos Wealth Management
Colorado
$264K
Citadel Advisors
44
Citadel Advisors
Florida
$239K +$236K +38,790 New
FAG
45
Fortitude Advisory Group
Washington
$238K
MWM
46
Melfa Wealth Management
Massachusetts
$232K -$38.8K -6,383 -14%
IWC
47
Integrated Wealth Concepts
Massachusetts
$208K +$170 +28 +0.1%
AWA
48
Arete Wealth Advisors
Illinois
$205K -$4.01K -659 -2%
ACP
49
Aviance Capital Partners
Florida
$191K -$17.6K -2,900 -9%
CP
50
Camelot Portfolios
Ohio
$187K -$32.5K -5,337 -15%