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BNY Mellon Strategic Municipals

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
26
Stratos Wealth Partners
Ohio
$281K
HCM
27
Hollencrest Capital Management
California
$267K
IAMOG
28
Investors Asset Management of Georgia
Georgia
$260K
SBWM
29
Sunflower Bank Wealth Management
Arizona
$257K
YP
30
Yellowstone Partners
Idaho
$225K
RJFSA
31
Raymond James Financial Services Advisors
Florida
$224K +$34.5K +3,700 +18%
SIA
32
SeaBridge Investment Advisors
New Jersey
$222K
KeyBank National Association
33
KeyBank National Association
Ohio
$217K
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$214K +$205 +22 +0.1%
Bank of America
35
Bank of America
North Carolina
$208K -$156K -16,686 -43%
WKWM
36
Walter & Keenan Wealth Management
Indiana
$187K
EFS
37
Essex Financial Services
Connecticut
$166K
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$151K -$438K -46,889 -74%
HIM
39
Hanlon Investment Management
New Jersey
$130K
FCCM
40
First City Capital Management
Georgia
$124K
SI
41
SII Investments
Wisconsin
$123K
NL
42
NWAM LLC
Washington
$122K
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$121K
BWM
44
Braver Wealth Management
Massachusetts
$113K +$113K +12,115 New
CWM
45
Concert Wealth Management
California
$111K -$25.9K -2,770 -19%
UCFA
46
United Capital Financial Advisors
Texas
$111K
Creative Planning
47
Creative Planning
Kansas
$99K +$4.67K +500 +5%
KT
48
Kanaly Trust
Texas
$93K
MFS
49
MSI Financial Services
Massachusetts
$42K -$55.5K -5,943 -57%
RPG
50
Risk Paradigm Group
Texas
$37.4K