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BNY Mellon Strategic Municipal Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SMC
76
Smith, Moore & Co
Missouri
$59.2K – – –
RFP
77
Root Financial Partners
California
$48.5K +$46.5K +8,191 New
GRP
78
Global Retirement Partners
California
$41.4K – – –
HCM
79
Hollencrest Capital Management
California
$41.3K – – –
SWIM
80
Smallwood Wealth Investment Management
New Jersey
$38.2K – – –
MCM
81
MAI Capital Management
Ohio
$35.7K – – –
SPIA
82
Steward Partners Investment Advisory
New York
$28.2K – – –
EB
83
Eastern Bank
Massachusetts
$20.4K – – –
KG
84
Kilter Group
New York
$12.6K +$12.1K +2,129 New
AWM
85
Activest Wealth Management
Florida
$8.88K – – –
PWMG
86
Prestige Wealth Management Group
New Jersey
$8.6K – – –
DWM
87
Darwin Wealth Management
Florida
$5.92K – – –
GA
88
Guerra Advisors
Florida
$3.53K +$3.38K +596 New
MWM
89
Mascoma Wealth Management
New Hampshire
$3.35K – – –
Royal Bank of Canada
90
Royal Bank of Canada
Ontario, Canada
$3K +$2.79K +491 +5,456%
Citigroup
91
Citigroup
New York
$6 – – –
LSC
92
Logan Stone Capital
Illinois
– -$1.65M -294,867 Closed
Rockefeller Capital Management
93
Rockefeller Capital Management
New York
– -$380K -67,789 Closed
RIL
94
Rothschild Investment LLC
Illinois
– -$227K -40,485 Closed
NPFS
95
Novak & Powell Financial Services
Florida
– -$98.6K -17,609 Closed
VF
96
Virtu Financial
New York
– -$68K -12,161 Closed
US Bancorp
97
US Bancorp
Minnesota
– -$39.2K -7,007 Closed
BFP
98
Briaud Financial Planning
Texas
– -$4K -874 Closed
EC
99
Elequin Capital
New York
– -$3.09K -551 Closed