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DSM

BNY Mellon Strategic Municipal Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
TJHA
26
Thomas J. Herzfeld Advisors
Florida
$621K +$7.37K +1,215 +1%
FFA
27
Farther Finance Advisors
California
$592K +$51.9K +8,554 +10%
PP
28
PFS Partners
New Jersey
$535K +$3.11K +512 +0.6%
NMC
29
Nine Masts Capital
Hong Kong
$473K +$460K +75,885 New
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$463K +$2.68K +442 +0.6%
Ameriprise
31
Ameriprise
Minnesota
$416K -$928 -153 -0.2%
BA
32
Bridgewater Advisors
New York
$405K -$57.4K -9,455 -12%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$384K +$374K +61,665 New
Stifel Financial
34
Stifel Financial
Missouri
$383K +$15.8K +2,603 +4%
AWA
35
Arete Wealth Advisors
Illinois
$380K -$16K -2,642 -4%
RJA
36
Raymond James & Associates
Florida
$325K -$27K -4,446 -8%
Focus Partners Wealth
37
Focus Partners Wealth
Massachusetts
$312K +$303K +50,000 New
GP
38
Gridiron Partners
Pennsylvania
$305K
RIL
39
Rothschild Investment LLC
Illinois
$252K
PVM
40
Palogic Value Management
Texas
$245K
Invesco
41
Invesco
Georgia
$244K +$3.71K +611 +2%
FAG
42
Fortitude Advisory Group
Washington
$241K
AGA
43
Arkos Global Advisors
Texas
$224K
IWC
44
Integrated Wealth Concepts
Massachusetts
$221K +$73 +12 +0%
AWM
45
Avior Wealth Management
Nebraska
$220K +$42.6K +7,027 +25%
MC
46
Matisse Capital
Oregon
$203K
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$197K +$1.04K +172 +0.5%
RCA
48
Ranch Capital Advisors
Florida
$197K +$182 +30 +0.1%
MWM
49
Melfa Wealth Management
Massachusetts
$197K +$59.2K +9,750 +45%
KWA
50
Kingswood Wealth Advisors
California
$193K +$188K +31,000 New