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DSM

BNY Mellon Strategic Municipal Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
DADC
51
D.A. Davidson & Co
Montana
$104K
NSIM
52
North Star Investment Management
Illinois
$103K
FWM
53
Fairhaven Wealth Management
Illinois
$98K -$49.5K -6,589 -35%
MFG
54
MidWestOne Financial Group
Iowa
$94K +$684 +91 +0.8%
CCFM
55
Clear Creek Financial Management
Washington
$94K +$90K +11,970 New
Creative Planning
56
Creative Planning
Kansas
$92K -$19.2K -2,556 -18%
Stifel Financial
57
Stifel Financial
Missouri
$90K +$86.1K +11,444 New
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$89K -$19.6K -2,604 -19%
AAS
59
Avantax Advisory Services
Texas
$83K -$56.8K -7,550 -42%
RA
60
Reby Advisors
Connecticut
$83K +$79.7K +10,600 New
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$60K +$218 +29 +0.4%
WT
62
Washington Trust
Rhode Island
$59K
APA
63
American Portfolios Advisors
New York
$39.4K
SPIA
64
Steward Partners Investment Advisory
New York
$32K
AWM
65
Accel Wealth Management
Iowa
$32K +$30.4K +4,038 New
TAM
66
Tucker Asset Management
Colorado
$20.8K +$19.9K +2,645 New
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$20K +$1.29K +171 +7%
SSB
68
Sandy Spring Bank
Maryland
$17K +$188 +25 +1%
PWMG
69
Prestige Wealth Management Group
New Jersey
$11K
ASN
70
Advisory Services Network
Georgia
$9K
AWG
71
Altus Wealth Group
Colorado
$6K +$5.26K +700 New
FF
72
FourThought Financial
Florida
$6K +$6.02K +800 New
Citigroup
73
Citigroup
New York
$3K
PAM
74
Panagora Asset Management
Massachusetts
$1K -$4.08K -543 -84%
Nuveen
75
Nuveen
North Carolina
-$1.5M -205,785 Closed