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DSM

BNY Mellon Strategic Municipal Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$419K +$409K +69,849 New
CMS
27
Capital Market Strategies
Florida
$286K +$9.95K +1,700 +4%
ACA
28
Ackerman Capital Advisors
Texas
$280K -$375K -64,114 -58%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$274K -$18.8K -3,219 -7%
CP
30
Camelot Portfolios
Ohio
$264K +$24.7K +4,218 +11%
Stifel Financial
31
Stifel Financial
Missouri
$264K +$50K +8,548 +24%
PMG
32
ProVise Management Group
Florida
$249K
IWC
33
Integrated Wealth Concepts
Massachusetts
$240K +$233K +39,875 New
FAG
34
Fortitude Advisory Group
Washington
$233K
RCA
35
Ranch Capital Advisors
Florida
$225K -$45.6K -7,800 -17%
PAM
36
Private Asset Management
California
$222K
CAN
37
Cetera Advisor Networks
California
$210K -$38.2K -6,526 -16%
Bank of America
38
Bank of America
North Carolina
$199K -$310K -53,021 -62%
CPIG
39
Chicago Partners Investment Group
Illinois
$198K +$1.62K +277 +0.8%
PVM
40
Palogic Value Management
Texas
$180K -$23.4K -4,000 -12%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$180K +$38.9K +6,644 +28%
GWM
42
Geneos Wealth Management
Colorado
$159K
MC
43
Matisse Capital
Oregon
$159K
RJFSA
44
Raymond James Financial Services Advisors
Florida
$155K -$37.3K -6,377 -20%
KIM
45
Karpus Investment Management
New York
$155K
NA
46
NewEdge Advisors
Louisiana
$155K +$8.81K +1,505 +6%
WMS
47
Wealth Management Solutions
Pennsylvania
$150K -$1.21K -207 -0.8%
M&T Bank
48
M&T Bank
New York
$150K
ICMP
49
Integrated Capital Management (Pennsylvania)
Pennsylvania
$144K +$240K +41,103 +163%
BFEC
50
Benjamin F. Edwards & Company
Missouri
$143K +$125K +21,287 +833%