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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
$540K +$68.2K +8,426 +15%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$474K +$348K +42,971 +296%
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$406K +$4.38K +541 +1%
RCA
29
Ranch Capital Advisors
Florida
$388K
LWAC
30
Laurel Wealth Advisors (California)
California
$379K -$35.6K -4,400 -9%
6M
31
6 Meridian
Kansas
$375K -$43K -5,306 -10%
PAM
32
Private Asset Management
California
$305K
HCM
33
Hollencrest Capital Management
California
$249K
RIG
34
Ramiah Investment Group
Wisconsin
$219K +$4.05K +500 +2%
SMC
35
Smith, Moore & Co
Missouri
$206K
M&T Bank
36
M&T Bank
New York
$205K -$30K -3,700 -13%
GWM
37
Geneos Wealth Management
Colorado
$188K
SWM
38
SeaCrest Wealth Management
New York
$186K
ICMP
39
Integrated Capital Management (Pennsylvania)
Pennsylvania
$162K +$19.4K +2,393 +14%
RFC
40
Regions Financial Corp
Alabama
$147K
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$135K -$38.2K -4,722 -22%
CBFP
42
Cedar Brook Financial Partners
Ohio
$130K +$128K +15,768 New
VF
43
Virtu Financial
New York
$128K +$126K +15,508 New
TC
44
Telemus Capital
Michigan
$126K -$87.1K -10,750 -41%
GT
45
Greenleaf Trust
Michigan
$123K +$121K +15,000 New
EFS
46
Essex Financial Services
Connecticut
$109K +$108K +13,300 New
NSIM
47
North Star Investment Management
Illinois
$108K
DAS
48
Dynamic Advisor Solutions
Arizona
$103K
FWM
49
Fairhaven Wealth Management
Illinois
$103K
ACA
50
Ackerman Capital Advisors
Texas
$102K +$100K +12,350 New