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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
$311K
RCA
27
Ranch Capital Advisors
Florida
$305K +$302K +36,316 New
MML Investors Services
28
MML Investors Services
Massachusetts
$280K +$699 +84 +0.3%
HCM
29
Hollencrest Capital Management
California
$254K
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$250K +$248K +29,751 New
MAFM
31
Mid Atlantic Financial Management
Pennsylvania
$241K -$62.4K -7,500 -21%
M&T Bank
32
M&T Bank
New York
$241K
DDPIC
33
Deroy & Devereaux Private Investment Counsel
Michigan
$240K
MHS
34
M Holdings Securities
Oregon
$233K
RJFSA
35
Raymond James Financial Services Advisors
Florida
$211K -$147K -17,666 -41%
SMC
36
Smith, Moore & Co
Missouri
$210K
SWM
37
SeaCrest Wealth Management
New York
$200K -$12.3K -1,477 -6%
DADC
38
D.A. Davidson & Co
Montana
$190K +$188K +22,620 New
GWM
39
Geneos Wealth Management
Colorado
$183K
SWP
40
Stratos Wealth Partners
Ohio
$168K
SS
41
Sunbelt Securities
Texas
$161K +$159K +19,172 New
IAMOG
42
Investors Asset Management of Georgia
Georgia
$139K -$8.32K -1,000 -6%
FWM
43
Fairhaven Wealth Management
Illinois
$124K
EFS
44
Essex Financial Services
Connecticut
$120K
VCM
45
Virtue Capital Management
Tennessee
$117K +$115K +13,857 New
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$116K +$241 +29 +0.2%
Creative Planning
47
Creative Planning
Kansas
$114K -$33 -4 -0%
NSIM
48
North Star Investment Management
Illinois
$110K
AAS
49
Avantax Advisory Services
Texas
$89K +$87.8K +10,553 New
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$68K +$34K +4,087 +103%