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DSM

BNY Mellon Strategic Municipal Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$6.7M +$164K +19,427 +3%
SIA
2
Sit Investment Associates
Minnesota
$2.87M -$765K -90,582 -21%
AWA
3
Arete Wealth Advisors
Illinois
$2.24M +$35.6K +4,214 +2%
UBS Group
4
UBS Group
Switzerland
$2.17M -$125K -14,778 -5%
Invesco
5
Invesco
Georgia
$1.88M +$966K +114,341 +108%
Nuveen
6
Nuveen
North Carolina
$1.56M
Ameriprise
7
Ameriprise
Minnesota
$1.4M +$467K +55,260 +48%
Morgan Stanley
8
Morgan Stanley
New York
$1.29M +$141K +16,746 +12%
RJA
9
Raymond James & Associates
Florida
$1.19M +$21.6K +2,559 +2%
AAM
10
Advisors Asset Management
Colorado
$1.17M -$203K -24,006 -15%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$1.01M -$1.81K -214 -0.2%
PMG
12
ProVise Management Group
Florida
$989K +$66.2K +7,836 +7%
Wells Fargo
13
Wells Fargo
California
$913K -$135K -15,949 -13%
VanEck Associates
14
VanEck Associates
New York
$800K +$108K +12,832 +16%
WAM
15
Wealthspire Advisors (Maryland)
Maryland
$514K
Bank of America
16
Bank of America
North Carolina
$482K -$254K -30,107 -35%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$422K +$399K +47,290 +2,123%
CIA
18
Capital Investment Advisors
Georgia
$402K -$11K -1,300 -3%
MIAN
19
Mariner Independent Advisor Network
Kansas
$377K +$374K +44,306 New
LWAC
20
Laurel Wealth Advisors (California)
California
$366K +$21.8K +2,580 +6%
M&T Bank
21
M&T Bank
New York
$294K
IAMOG
22
Investors Asset Management of Georgia
Georgia
$285K
DA
23
Doliver Advisors
Texas
$264K +$19.5K +2,312 +8%
EFS
24
Essex Financial Services
Connecticut
$243K -$14.4K -1,700 -6%
HCM
25
Hollencrest Capital Management
California
$236K