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BNY Mellon Strategic Municipals

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
26
Stratos Wealth Partners
Ohio
$285K – – –
HCM
27
Hollencrest Capital Management
California
$271K – – –
IAMOG
28
Investors Asset Management of Georgia
Georgia
$265K – – –
SBWM
29
Sunflower Bank Wealth Management
Arizona
$261K – – –
YP
30
Yellowstone Partners
Idaho
$228K – – –
SIA
31
SeaBridge Investment Advisors
New Jersey
$226K – – –
KeyBank National Association
32
KeyBank National Association
Ohio
$220K – – –
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$216K -$36.6K -3,979 -15%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$193K -$73.5K -8,000 -28%
WKWM
35
Walter & Keenan Wealth Management
Indiana
$190K – – –
ICAS
36
Investors Capital Advisory Services
Massachusetts
$178K +$173K +18,800 New
EFS
37
Essex Financial Services
Connecticut
$169K -$19.1K -2,075 -10%
CAN
38
Cetera Advisor Networks
California
$156K – – –
NFG
39
Next Financial Group
Texas
$145K +$9.46K +1,029 +7%
CWM
40
Concert Wealth Management
California
$139K +$570 +62 +0.4%
FAAS
41
First Allied Advisory Services
California
$135K -$48.7K -5,300 -27%
HIM
42
Hanlon Investment Management
New Jersey
$132K – – –
FCCM
43
First City Capital Management
Georgia
$126K – – –
SI
44
SII Investments
Wisconsin
$126K – – –
NL
45
NWAM LLC
Washington
$124K – – –
LTFS
46
Ladenburg Thalmann Financial Services
Florida
$123K +$20.7K +2,250 +21%
UCFA
47
United Capital Financial Advisors
Texas
$119K – – –
MFS
48
MSI Financial Services
Massachusetts
$99K -$40.1K -4,365 -30%
CL
49
Croft-Leominster
Maryland
$97K +$94.1K +10,237 New
Creative Planning
50
Creative Planning
Kansas
$96K – – –