We are live on ! Find out more
DSM

BNY Mellon Strategic Municipal Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
ACA
26
Ackerman Capital Advisors
Texas
$359K +$390K +50,097 New
RCA
27
Ranch Capital Advisors
Florida
$338K
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$333K +$126K +16,249 +54%
PPA
29
Parametric Portfolio Associates
Washington
$299K +$324K +41,661 New
DAS
30
Dynamic Advisor Solutions
Arizona
$298K
MML Investors Services
31
MML Investors Services
Massachusetts
$282K +$47K +6,046 +18%
PAM
32
Private Asset Management
California
$265K
RJFSA
33
Raymond James Financial Services Advisors
Florida
$220K -$7.75K -996 -3%
HCM
34
Hollencrest Capital Management
California
$217K
MAFM
35
Mid Atlantic Financial Management
Pennsylvania
$189K +$12.4K +1,600 +6%
SMC
36
Smith, Moore & Co
Missouri
$179K
RIG
37
Ramiah Investment Group
Wisconsin
$171K -$51.4K -6,603 -22%
SWM
38
SeaCrest Wealth Management
New York
$170K
DADC
39
D.A. Davidson & Co
Montana
$162K
DDPIC
40
Deroy & Devereaux Private Investment Counsel
Michigan
$162K
Goldman Sachs
41
Goldman Sachs
New York
$160K +$173K +22,300 New
GWM
42
Geneos Wealth Management
Colorado
$158K +$7.39K +950 +4%
SWP
43
Stratos Wealth Partners
Ohio
$143K
Creative Planning
44
Creative Planning
Kansas
$138K +$19.6K +2,522 +15%
RFC
45
Regions Financial Corp
Alabama
$128K +$139K +17,874 New
FWM
46
Fairhaven Wealth Management
Illinois
$106K
EFS
47
Essex Financial Services
Connecticut
$103K
CRC
48
Curi RMB Capital
Illinois
$101K +$110K +14,100 New
IAMOG
49
Investors Asset Management of Georgia
Georgia
$100K
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$99K +$210 +27 +0.2%