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DSM

BNY Mellon Strategic Municipal Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$518K +$499K +87,173 New
PP
27
PFS Partners
New Jersey
$507K +$4.61K +804 +1%
FFA
28
Farther Finance Advisors
California
$506K -$2.46K -429 -0.5%
LCM
29
Landscape Capital Management
New Jersey
$481K -$173K -30,243 -27%
BA
30
Bridgewater Advisors
New York
$458K
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$438K +$5.27K +920 +1%
Ameriprise
32
Ameriprise
Minnesota
$398K -$58.1K -10,146 -13%
AWA
33
Arete Wealth Advisors
Illinois
$374K -$31.4K -5,483 -8%
Stifel Financial
34
Stifel Financial
Missouri
$350K +$3.99K +697 +1%
RJA
35
Raymond James & Associates
Florida
$336K -$246K -43,009 -43%
H
36
HoyleCohen
California
$297K +$286K +50,000 New
GP
37
Gridiron Partners
Pennsylvania
$290K
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$284K +$274K +47,768 New
BBPWM
39
Blue Bell Private Wealth Management
Pennsylvania
$246K +$158K +27,506 +198%
RIL
40
Rothschild Investment LLC
Illinois
$240K
Osaic Holdings
41
Osaic Holdings
Arizona
$235K -$543K -94,792 -71%
PVM
42
Palogic Value Management
Texas
$233K
CP
43
Camelot Portfolios
Ohio
$230K +$69K +12,045 +45%
FAG
44
Fortitude Advisory Group
Washington
$230K
Invesco
45
Invesco
Georgia
$229K +$221K +38,625 New
Nomura Holdings
46
Nomura Holdings
Japan
$227K
AGA
47
Arkos Global Advisors
Texas
$214K
IWC
48
Integrated Wealth Concepts
Massachusetts
$210K +$149 +26 +0.1%
HighTower Advisors
49
HighTower Advisors
Illinois
$201K +$198K +34,630 New
MC
50
Matisse Capital
Oregon
$194K