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DSM

BNY Mellon Strategic Municipal Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MFG
51
MidWestOne Financial Group
Iowa
$95K +$1.06K +135 +1%
BWA
52
BDO Wealth Advisors
Florida
$93K +$92.7K +11,841 New
AO
53
Advisor OS
Illinois
$93K +$93.1K +11,899 New
AAS
54
Avantax Advisory Services
Texas
$83K
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$80K +$80.4K +10,268 New
Fifth Third Bancorp
56
Fifth Third Bancorp
Ohio
$66K +$65.7K +8,390 New
WT
57
Washington Trust
Rhode Island
$59K
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$40K -$19.4K -2,484 -33%
APA
59
American Portfolios Advisors
New York
$39.1K
SPIA
60
Steward Partners Investment Advisory
New York
$32.1K
AWM
61
Accel Wealth Management
Iowa
$32K
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$30K +$10.1K +1,293 +51%
SWM
63
Spire Wealth Management
Virginia
$21K +$20.7K +2,650 New
SSB
64
Sandy Spring Bank
Maryland
$17K +$196 +25 +1%
PWMG
65
Prestige Wealth Management Group
New Jersey
$11K
TAM
66
Tucker Asset Management
Colorado
$7.92K -$12.8K -1,633 -62%
FF
67
FourThought Financial
Florida
$6K
Citigroup
68
Citigroup
New York
$3K
PAM
69
Panagora Asset Management
Massachusetts
$1K
MIG
70
Mariner Investment Group
New York
-$2.35M -298,876 Closed
CFB
71
Cullen/Frost Bankers
Texas
-$787K -100,000 Closed
KAS
72
Kestra Advisory Services
Texas
-$755K -97,232 Closed
WAM
73
Wolverine Asset Management
Illinois
-$629K -79,928 Closed
Janney Montgomery Scott
74
Janney Montgomery Scott
Pennsylvania
-$513K -65,175 Closed
AA
75
AQR Arbitrage
Connecticut
-$183K -23,290 Closed