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DSM

BNY Mellon Strategic Municipal Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
RFP
76
Root Financial Partners
California
$49.2K
HCM
77
Hollencrest Capital Management
California
$41.9K
SWIM
78
Smallwood Wealth Investment Management
New Jersey
$38.8K
MCM
79
MAI Capital Management
Ohio
$36.2K
EB
80
Eastern Bank
Massachusetts
$30.1K
AGA
81
Arkos Global Advisors
Texas
$30K +$30.8K +5,046 New
SPIA
82
Steward Partners Investment Advisory
New York
$28.6K
HI
83
Harbour Investments
Wisconsin
$16.2K +$16.5K +2,700 New
AWM
84
Activest Wealth Management
Florida
$9.02K +$9.16K +1,500 New
PWMG
85
Prestige Wealth Management Group
New Jersey
$8.7K
DWM
86
Darwin Wealth Management
Florida
$6.01K
ECA
87
Elevated Capital Advisors
Utah
$474 +$482 +79 New
Citigroup
88
Citigroup
New York
$6
RP
89
Riverbridge Partners
Minnesota
-$1.47M -237,540 Closed
Bank of America
90
Bank of America
North Carolina
-$453K -73,353 Closed
GP
91
Gridiron Partners
Pennsylvania
-$302K -48,891 Closed
NA
92
NewEdge Advisors
Louisiana
-$87.9K -14,254 Closed
PAW
93
Plan A Wealth
Nebraska
-$64.8K -10,500 Closed
KAS
94
Kestra Advisory Services
Texas
-$23K -3,733 Closed
Royal Bank of Canada
95
Royal Bank of Canada
Ontario, Canada
-$16K -2,570 Closed
KG
96
Kilter Group
New York
-$13.3K -2,162 Closed
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
-$3.08K -500 Closed