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DSM

BNY Mellon Strategic Municipal Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
GT
51
Greenleaf Trust
Michigan
$125K
OWA
52
Opal Wealth Advisors
New York
$124K -$22.1K -2,705 -15%
XF
53
XML Financial
Maryland
$119K
WMS
54
Wealth Management Solutions
Pennsylvania
$115K +$113K +13,806 New
NSIM
55
North Star Investment Management
Illinois
$110K
DAS
56
Dynamic Advisor Solutions
Arizona
$104K
FWM
57
Fairhaven Wealth Management
Illinois
$104K
CF
58
Centaurus Financial
California
$103K
MFG
59
MidWestOne Financial Group
Iowa
$102K +$728 +89 +0.7%
CCFM
60
Clear Creek Financial Management
Washington
$100K
BWA
61
BDO Wealth Advisors
Florida
$99K
AAS
62
Avantax Advisory Services
Texas
$92K
IAMOG
63
Investors Asset Management of Georgia
Georgia
$84K
WTA
64
Washington Trust Advisors
Massachusetts
$63K +$61.4K +7,500 New
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$42K
TVWM
66
Tower View Wealth Management
Wisconsin
$42K
APA
67
American Portfolios Advisors
New York
$41.8K
AWM
68
Accel Wealth Management
Iowa
$34K
CA
69
CoreCap Advisors
Michigan
$31K +$30.1K +3,685 New
CT
70
Cambridge Trust
Massachusetts
$25K +$24.6K +3,012 New
BFEC
71
Benjamin F. Edwards & Company
Missouri
$21K
SSB
72
Sandy Spring Bank
Maryland
$19K +$205 +25 +1%
AssetMark Inc
73
AssetMark Inc
California
$13K +$13.1K +1,600 New
PWMG
74
Prestige Wealth Management Group
New Jersey
$12K
TAM
75
Tucker Asset Management
Colorado
$8.45K