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DSM

BNY Mellon Strategic Municipal Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Nuveen
26
Nuveen
North Carolina
$762K -$1.08M -192,054 -59%
BBPWM
27
Blue Bell Private Wealth Management
Pennsylvania
$731K +$23.6K +4,215 +3%
UBS Group
28
UBS Group
Switzerland
$624K -$3.51K -626 -0.6%
BA
29
Bridgewater Advisors
New York
$509K
PP
30
PFS Partners
New Jersey
$497K +$5.22K +931 +1%
SAI
31
Savvy Advisors Inc
New York
$468K -$16.8K -2,992 -3%
Bank of America
32
Bank of America
North Carolina
$411K +$406K +72,407 +7,654%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$380K +$3.99K +712 +1%
Ameriprise
34
Ameriprise
Minnesota
$349K -$2.87K -511 -0.8%
Stifel Financial
35
Stifel Financial
Missouri
$344K +$3.49K +622 +1%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$342K -$2.81K -502 -0.8%
TCM
37
Traub Capital Management
Massachusetts
$297K +$297K +53,029 New
Raymond James Financial
38
Raymond James Financial
Florida
$275K +$9.39K +1,674 +4%
GP
39
Gridiron Partners
Pennsylvania
$274K
PVM
40
Palogic Value Management
Texas
$271K
AWA
41
Arete Wealth Advisors
Illinois
$259K -$11.2K -1,991 -4%
MWM
42
Melfa Wealth Management
Massachusetts
$247K
GWM
43
Geneos Wealth Management
Colorado
$240K +$82K +14,630 +52%
CP
44
Camelot Portfolios
Ohio
$234K +$16.2K +2,894 +7%
RIL
45
Rothschild Investment LLC
Illinois
$227K
ICMP
46
Integrated Capital Management (Pennsylvania)
Pennsylvania
$224K +$38K +6,776 +20%
Cohen & Steers
47
Cohen & Steers
New York
$224K +$224K +40,000 New
FAG
48
Fortitude Advisory Group
Washington
$217K
HighTower Advisors
49
HighTower Advisors
Illinois
$215K -$450K -80,175 -68%
ACP
50
Aviance Capital Partners
Florida
$210K +$41K +7,319 +24%