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DSM

BNY Mellon Strategic Municipal Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$382K +$21.8K +2,912 +6%
6M
27
6 Meridian
Kansas
$370K +$380K +50,711 New
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$348K +$3.59K +479 +1%
RCA
29
Ranch Capital Advisors
Florida
$344K
DAS
30
Dynamic Advisor Solutions
Arizona
$303K
AA
31
AQR Arbitrage
Connecticut
$278K -$309K -41,267 -52%
PAM
32
Private Asset Management
California
$270K
HCM
33
Hollencrest Capital Management
California
$220K
RJFSA
34
Raymond James Financial Services Advisors
Florida
$219K -$3.74K -499 -2%
RIG
35
Ramiah Investment Group
Wisconsin
$209K -$17.1K -2,279 -7%
M&T Bank
36
M&T Bank
New York
$208K
CRC
37
Curi RMB Capital
Illinois
$202K +$208K +27,775 New
SMC
38
Smith, Moore & Co
Missouri
$182K
SWM
39
SeaCrest Wealth Management
New York
$169K -$4.23K -565 -2%
GWM
40
Geneos Wealth Management
Colorado
$165K
MAFM
41
Mid Atlantic Financial Management
Pennsylvania
$146K -$8.24K -1,100 -5%
SWP
42
Stratos Wealth Partners
Ohio
$146K
LCM
43
Landscape Capital Management
New Jersey
$141K -$150K -20,017 -51%
FWM
44
Fairhaven Wealth Management
Illinois
$139K
AAS
45
Avantax Advisory Services
Texas
$132K +$136K +18,103 New
RFC
46
Regions Financial Corp
Alabama
$130K
ACA
47
Ackerman Capital Advisors
Texas
$126K -$31.3K -4,179 -19%
Creative Planning
48
Creative Planning
Kansas
$104K -$37.5K -5,000 -26%
EFS
49
Essex Financial Services
Connecticut
$104K +$107K +14,300 New
IAMOG
50
Investors Asset Management of Georgia
Georgia
$102K