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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
$590K +$69.3K +8,303 +13%
WS
27
Wedbush Securities
California
$473K -$76.8K -9,200 -13%
PPA
28
Parametric Portfolio Associates
Washington
$437K -$1.99M -238,155 -81%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$430K -$29.9K -3,583 -6%
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$398K +$4.47K +536 +1%
RCA
31
Ranch Capital Advisors
Florida
$377K
6M
32
6 Meridian
Kansas
$352K -$11.7K -1,404 -3%
LWAC
33
Laurel Wealth Advisors (California)
California
$351K -$17.3K -2,068 -4%
PAM
34
Private Asset Management
California
$295K
HCM
35
Hollencrest Capital Management
California
$241K
RIG
36
Ramiah Investment Group
Wisconsin
$222K +$10.3K +1,232 +5%
SMC
37
Smith, Moore & Co
Missouri
$200K
M&T Bank
38
M&T Bank
New York
$199K
GWM
39
Geneos Wealth Management
Colorado
$181K
SWM
40
SeaCrest Wealth Management
New York
$181K
ICMP
41
Integrated Capital Management (Pennsylvania)
Pennsylvania
$177K +$20.5K +2,453 +12%
RFC
42
Regions Financial Corp
Alabama
$142K
OWA
43
Opal Wealth Advisors
New York
$140K -$593K -71,074 -80%
CBFP
44
Cedar Brook Financial Partners
Ohio
$126K
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$123K -$8.55K -1,024 -6%
TC
46
Telemus Capital
Michigan
$122K
GT
47
Greenleaf Trust
Michigan
$120K
XF
48
XML Financial
Maryland
$114K +$119K +14,250 New
NSIM
49
North Star Investment Management
Illinois
$105K
DAS
50
Dynamic Advisor Solutions
Arizona
$100K