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DSM

BNY Mellon Strategic Municipal Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AG
26
Advisor Group
Arizona
$346K +$43.3K +5,200 +14%
DAS
27
Dynamic Advisor Solutions
Arizona
$332K
LPL Financial
28
LPL Financial
California
$324K -$264K -31,766 -44%
SIA
29
Sit Investment Associates
Minnesota
$322K -$169K -20,282 -33%
PAM
30
Private Asset Management
California
$296K
MML Investors Services
31
MML Investors Services
Massachusetts
$266K +$416 +50 +0.2%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$253K +$54.2K +6,508 +26%
RIG
33
Ramiah Investment Group
Wisconsin
$244K +$254K +30,519 New
HCM
34
Hollencrest Capital Management
California
$241K
Mercer Global Advisors
35
Mercer Global Advisors
Colorado
$241K +$3.13K +376 +1%
MHS
36
M Holdings Securities
Oregon
$233K +$12.4K +1,495 +5%
M&T Bank
37
M&T Bank
New York
$229K
SMC
38
Smith, Moore & Co
Missouri
$200K
MAFM
39
Mid Atlantic Financial Management
Pennsylvania
$197K -$33.3K -4,000 -14%
SWM
40
SeaCrest Wealth Management
New York
$190K
DADC
41
D.A. Davidson & Co
Montana
$181K
DDPIC
42
Deroy & Devereaux Private Investment Counsel
Michigan
$180K -$49.9K -6,000 -21%
GWM
43
Geneos Wealth Management
Colorado
$173K
SWP
44
Stratos Wealth Partners
Ohio
$160K
SS
45
Sunbelt Securities
Texas
$153K +$92 +11 +0.1%
Creative Planning
46
Creative Planning
Kansas
$134K +$26.4K +3,170 +23%
FWM
47
Fairhaven Wealth Management
Illinois
$118K
EFS
48
Essex Financial Services
Connecticut
$114K
IAMOG
49
Investors Asset Management of Georgia
Georgia
$112K -$20.8K -2,500 -15%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$111K +$241 +29 +0.2%