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DSM

BNY Mellon Strategic Municipal Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
26
Mercer Global Advisors
Colorado
$421K +$4.51K +551 +1%
RCA
27
Ranch Capital Advisors
Florida
$394K
LWAC
28
Laurel Wealth Advisors (California)
California
$367K
Citadel Advisors
29
Citadel Advisors
Florida
$366K -$880K -107,560 -71%
PAM
30
Private Asset Management
California
$309K
FAG
31
Fortitude Advisory Group
Washington
$307K +$301K +36,762 New
HCM
32
Hollencrest Capital Management
California
$252K
CPIG
33
Chicago Partners Investment Group
Illinois
$237K -$549K -67,056 -67%
RIG
34
Ramiah Investment Group
Wisconsin
$228K -$3.94K -482 -2%
SMC
35
Smith, Moore & Co
Missouri
$209K
M&T Bank
36
M&T Bank
New York
$208K
RJFSA
37
Raymond James Financial Services Advisors
Florida
$204K -$432K -52,768 -68%
ICMP
38
Integrated Capital Management (Pennsylvania)
Pennsylvania
$199K +$13.8K +1,687 +8%
GWM
39
Geneos Wealth Management
Colorado
$189K
SWM
40
SeaCrest Wealth Management
New York
$189K
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$185K +$131K +16,065 +264%
NA
42
NewEdge Advisors
Louisiana
$175K +$172K +21,015 New
Creative Planning
43
Creative Planning
Kansas
$166K +$162K +19,850 New
AWM
44
AE Wealth Management
Kansas
$154K +$150K +18,390 New
CA
45
Cetera Advisors
Colorado
$150K +$147K +17,946 New
RFC
46
Regions Financial Corp
Alabama
$149K
PPA
47
Parametric Portfolio Associates
Washington
$135K -$316K -38,671 -71%
CBFP
48
Cedar Brook Financial Partners
Ohio
$132K
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$129K +$106 +13 +0.1%
TC
50
Telemus Capital
Michigan
$128K