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BNY Mellon Strategic Municipals

Name Holding Trade Value Shares
Change
Change in
Stake
Lord, Abbett & Co
26
Lord, Abbett & Co
New Jersey
$1.19M
P
27
&Partners
Tennessee
$1.17M +$149K +23,331 +15%
Raymond James Financial
28
Raymond James Financial
Florida
$1.09M +$108K +16,876 +11%
LPL Financial
29
LPL Financial
California
$1.05M +$9.22K +1,447 +0.9%
RP
30
Riverbridge Partners
Minnesota
$892K -$1.4M -220,260 -61%
Toronto Dominion Bank
31
Toronto Dominion Bank
Ontario, Canada
$870K +$82.8K +13,000 +11%
BBPWM
32
Blue Bell Private Wealth Management
Pennsylvania
$777K -$38.1K -5,981 -5%
TCM
33
Traub Capital Management
Massachusetts
$752K -$16.6K -2,600 -2%
STA
34
Summit Trail Advisors
New York
$741K +$201K +31,600 +38%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$689K -$571K -89,606 -46%
CEFA
36
Closed-End Fund Advisors
Virginia
$676K
Bank of America
37
Bank of America
North Carolina
$651K -$395K -61,906 -38%
CF
38
Centaurus Financial
California
$591K -$14.8K -2,325 -2%
ACA
39
Ackerman Capital Advisors
Texas
$536K -$194K -30,377 -27%
AC
40
Almitas Capital
California
$530K -$733K -115,030 -58%
PHWA
41
Petersen Hastings Wealth Advisors
Washington
$521K
RAM
42
Readystate Asset Management
Illinois
$460K +$454K +71,181 New
Ameriprise
43
Ameriprise
Minnesota
$404K +$14.3K +2,243 +4%
MWM
44
Melfa Wealth Management
Massachusetts
$390K +$76 +12 +0%
TJHA
45
Thomas J. Herzfeld Advisors
Florida
$377K +$371K +58,283 New
1WA
46
180 Wealth Advisors
Washington
$369K -$38.2K -5,993 -9%
Creative Planning
47
Creative Planning
Kansas
$364K +$930 +146 +0.3%
EPW
48
Evolve Private Wealth
California
$341K +$170K +26,659 +102%
Nuveen
49
Nuveen
North Carolina
$333K
DWM
50
Daner Wealth Management
Georgia
$324K