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DSM

BNY Mellon Strategic Municipal Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
51
North Star Investment Management
Illinois
$94K
ICMP
52
Integrated Capital Management (Pennsylvania)
Pennsylvania
$84K +$91.3K +11,735 New
MFG
53
MidWestOne Financial Group
Iowa
$83K +$373 +48 +0.4%
PA
54
Parallel Advisors
California
$78K +$85.5K +11,000 New
KIM
55
Karpus Investment Management
New York
$77K +$83.5K +10,741 New
AAS
56
Avantax Advisory Services
Texas
$76K
FHA
57
Flagship Harbor Advisors
Massachusetts
$46K +$50.1K +6,444 New
APA
58
American Portfolios Advisors
New York
$35.9K -$15.6K -2,000 -29%
SPIA
59
Steward Partners Investment Advisory
New York
$29K -$9.53K -1,226 -23%
GSWM
60
Golden State Wealth Management
California
$29K +$31.4K +4,032 New
SSB
61
Sandy Spring Bank
Maryland
$28K
FWM
62
FSA Wealth Management
Massachusetts
$24K
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$16K -$45.2K -5,811 -72%
BFC
64
Bedel Financial Consulting
Indiana
$13K
TI
65
tru Independence
Oregon
$10K -$10.8K -1,394 -49%
PWMG
66
Prestige Wealth Management Group
New Jersey
$10K
ASN
67
Advisory Services Network
Georgia
$8K
DWM
68
Darwin Wealth Management
Florida
$7K +$7.78K +1,000 New
PAM
69
Panagora Asset Management
Massachusetts
$5K +$5.04K +648 New
KPW
70
Kore Private Wealth
New York
$4K
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$1K
Invesco
72
Invesco
Georgia
-$473K -59,191 Closed
Millennium Management
73
Millennium Management
New York
-$393K -49,173 Closed
BSW
74
Buckingham Strategic Wealth
Missouri
-$363K -45,467 Closed
MHS
75
M Holdings Securities
Oregon
-$233K -29,165 Closed