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DSM

BNY Mellon Strategic Municipal Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
ACA
26
Ackerman Capital Advisors
Texas
$754K -$28.6K -4,773 -4%
UBS Group
27
UBS Group
Switzerland
$696K +$8.72K +1,458 +1%
Invesco
28
Invesco
Georgia
$638K -$12.8K -2,134 -2%
CEFA
29
Closed-End Fund Advisors
Virginia
$619K +$600K +100,339 New
BA
30
Bridgewater Advisors
New York
$561K
PP
31
PFS Partners
New Jersey
$560K +$8.29K +1,386 +2%
NWMP
32
Noble Wealth Management PBC
Colorado
$514K -$5.09K -850 -1%
OWA
33
Opal Wealth Advisors
New York
$500K +$485K +81,005 New
Bank of America
34
Bank of America
North Carolina
$453K
Stifel Financial
35
Stifel Financial
Missouri
$375K -$38.9K -6,501 -10%
PVM
36
Palogic Value Management
Texas
$333K +$33.2K +5,555 +11%
Cohen & Steers
37
Cohen & Steers
New York
$309K
GP
38
Gridiron Partners
Pennsylvania
$302K -$1.91M -318,895 -87%
Raymond James Financial
39
Raymond James Financial
Florida
$294K -$9.91K -1,657 -3%
P
40
&Partners
Tennessee
$273K +$265K +44,305 New
MWM
41
Melfa Wealth Management
Massachusetts
$272K
GWM
42
Geneos Wealth Management
Colorado
$264K
HighTower Advisors
43
HighTower Advisors
Illinois
$262K +$34.9K +5,833 +16%
FAG
44
Fortitude Advisory Group
Washington
$239K
ICMP
45
Integrated Capital Management (Pennsylvania)
Pennsylvania
$238K -$4.37K -730 -2%
CP
46
Camelot Portfolios
Ohio
$236K +$227 +38 +0.1%
TCM
47
Traub Capital Management
Massachusetts
$233K
AWA
48
Arete Wealth Advisors
Illinois
$231K -$47K -7,857 -17%
CCG
49
Catalina Capital Group
California
$225K
ACP
50
Aviance Capital Partners
Florida
$207K +$1.12K +187 +0.6%