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DSM

BNY Mellon Strategic Municipal Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
HCM
26
Hollencrest Capital Management
California
$246K
YP
27
Yellowstone Partners
Idaho
$245K
RJFSA
28
Raymond James Financial Services Advisors
Florida
$227K +$20.3K +2,268 +10%
Creative Planning
29
Creative Planning
Kansas
$201K +$17.9K +2,000 +10%
MHS
30
M Holdings Securities
Oregon
$182K -$27K -3,021 -13%
SSB
31
Sandy Spring Bank
Maryland
$134K -$29.1K -3,250 -18%
VKH
32
Virtu KCG Holdings
New York
$121K +$122K +13,652 New
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$117K -$53.7K -6,001 -31%
FAAS
34
First Allied Advisory Services
California
$115K
LNWWM
35
Laird Norton Wetherby Wealth Management
California
$112K -$51K -5,698 -31%
Ameriprise
36
Ameriprise
Minnesota
$106K +$6.2K +692 +6%
MFS
37
MSI Financial Services
Massachusetts
$97K -$19.1K -2,135 -16%
RJT
38
Raymond James Trust
Florida
$97K
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$85K
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$75K
KT
41
Kanaly Trust
Texas
$67K
AIP
42
Ameritas Investment Partners
Nebraska
$65K
DPA
43
Delphi Private Advisors
California
$52K
DADC
44
D.A. Davidson & Co
Montana
$45K +$36.3K +4,058 +366%
LTFS
45
Ladenburg Thalmann Financial Services
Florida
$23K +$4.48K +500 +25%
IA
46
IFP Advisors
Florida
$21K
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$13K
S
48
SignatureFD
Georgia
$9K
JFA
49
JNBA Financial Advisors
Minnesota
$9K +$8.71K +973 New
ASN
50
Advisory Services Network
Georgia
$7K