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DSM

BNY Mellon Strategic Municipal Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PAM
26
Private Asset Management
California
$286K
MAFM
27
Mid Atlantic Financial Management
Pennsylvania
$276K -$165K -22,000 -38%
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$276K +$268K +35,755 New
DDPIC
29
Deroy & Devereaux Private Investment Counsel
Michigan
$270K
DAS
30
Dynamic Advisor Solutions
Arizona
$265K
MML Investors Services
31
MML Investors Services
Massachusetts
$252K +$24K +3,198 +11%
HCM
32
Hollencrest Capital Management
California
$234K
AG
33
Advisor Group
Arizona
$229K +$65.1K +8,685 +41%
M&T Bank
34
M&T Bank
New York
$221K
MHS
35
M Holdings Securities
Oregon
$209K +$51.4K +6,859 +34%
SWM
36
SeaCrest Wealth Management
New York
$195K -$3.74K -499 -2%
SMC
37
Smith, Moore & Co
Missouri
$193K
SWP
38
Stratos Wealth Partners
Ohio
$155K
IAMOG
39
Investors Asset Management of Georgia
Georgia
$135K
EFS
40
Essex Financial Services
Connecticut
$130K
SDAM
41
Shulman DeMeo Asset Management
New York
$125K -$5.67K -756 -4%
BFEC
42
Benjamin F. Edwards & Company
Missouri
$119K +$352 +47 +0.3%
FWM
43
Fairhaven Wealth Management
Illinois
$114K
PAS
44
Partnervest Advisory Services
California
$112K +$109K +14,518 New
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$106K -$9.18K -1,225 -8%
AA
46
AQR Arbitrage
Connecticut
$105K -$604K -80,575 -86%
Creative Planning
47
Creative Planning
Kansas
$105K -$15.4K -2,050 -13%
NSIM
48
North Star Investment Management
Illinois
$101K
Stifel Financial
49
Stifel Financial
Missouri
$90K +$1.34K +179 +2%
OC
50
Oppenheimer & Co
New York
$85K