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DSM

BNY Mellon Strategic Municipal Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CMS
26
Capital Market Strategies
Florida
$319K
WAP
27
Wealthcare Advisory Partners
Pennsylvania
$319K +$274K +43,152 +326%
RCA
28
Ranch Capital Advisors
Florida
$267K
RCM
29
Rivernorth Capital Management
Florida
$240K -$1.82M -286,994 -87%
FAG
30
Fortitude Advisory Group
Washington
$219K
Stifel Financial
31
Stifel Financial
Missouri
$219K +$160K +25,208 +188%
PAM
32
Private Asset Management
California
$209K
AA
33
AQR Arbitrage
Connecticut
$202K +$32K +5,041 +16%
MHS
34
M Holdings Securities
Oregon
$184K -$9.7K -1,527 -4%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$183K +$74.2K +11,677 +57%
CPIG
36
Chicago Partners Investment Group
Illinois
$178K +$1.68K +264 +0.8%
WAM
37
Wolverine Asset Management
Illinois
$167K +$136K +21,391 +263%
RIG
38
Ramiah Investment Group
Wisconsin
$166K +$44.4K +6,997 +31%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$165K -$11K -1,725 -6%
GWM
40
Geneos Wealth Management
Colorado
$150K +$24.1K +3,800 +17%
WAM
41
Worth Asset Management
Texas
$144K
NA
42
NewEdge Advisors
Louisiana
$144K +$1.29K +203 +0.8%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$143K +$464 +73 +0.3%
ICMP
44
Integrated Capital Management (Pennsylvania)
Pennsylvania
$141K -$1.29K -203 -0.8%
M&T Bank
45
M&T Bank
New York
$141K
SWM
46
SeaCrest Wealth Management
New York
$128K
LCM
47
Landscape Capital Management
New Jersey
$121K +$7.69K +1,211 +6%
RCAG
48
Rehmann Capital Advisory Group
Michigan
$113K +$127K +20,000 New
HCM
49
Hollencrest Capital Management
California
$103K
RFC
50
Regions Financial Corp
Alabama
$101K -$4.24K -667 -4%