We are live on ! Find out more
DSM

BNY Mellon Strategic Municipal Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CF
51
Centaurus Financial
California
$102K +$100K +12,350 New
MFG
52
MidWestOne Financial Group
Iowa
$100K
CCFM
53
Clear Creek Financial Management
Washington
$99K +$96.9K +11,970 New
BWA
54
BDO Wealth Advisors
Florida
$97K -$95.9K -11,841 Closed
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$97K +$11.8K +1,463 +14%
AAS
56
Avantax Advisory Services
Texas
$87K
IAMOG
57
Investors Asset Management of Georgia
Georgia
$82K -$32.4K -4,000 -29%
Fifth Third Bancorp
58
Fifth Third Bancorp
Ohio
$69K
WT
59
Washington Trust
Rhode Island
$62K
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$42K
APA
61
American Portfolios Advisors
New York
$41.1K
AWM
62
Accel Wealth Management
Iowa
$33K
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$22K -$8.8K -1,087 -28%
BFEC
64
Benjamin F. Edwards & Company
Missouri
$21K -$586K -72,377 -97%
SSB
65
Sandy Spring Bank
Maryland
$18K +$202 +25 +1%
PWMG
66
Prestige Wealth Management Group
New Jersey
$12K
ASN
67
Advisory Services Network
Georgia
$9K +$9.3K +1,148 New
TAM
68
Tucker Asset Management
Colorado
$8.33K
FF
69
FourThought Financial
Florida
$6K
SWM
70
Spire Wealth Management
Virginia
$4K -$17.4K -2,150 -81%
Citigroup
71
Citigroup
New York
$3K
MAFM
72
Mid Atlantic Financial Management
Pennsylvania
-$145K -18,500 Closed
MHS
73
M Holdings Securities
Oregon
-$114K -14,613 Closed
DADC
74
D.A. Davidson & Co
Montana
-$103K -13,211 Closed
AO
75
Advisor OS
Illinois
-$93K -11,899 Closed