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BNY Mellon Strategic Municipals

Name Holding Trade Value Shares
Change
Change in
Stake
Pathstone Holdings
26
Pathstone Holdings
New Jersey
$740K +$694K +126,255 New
CRC
27
Curi RMB Capital
Illinois
$733K +$687K +125,000 New
LPL Financial
28
LPL Financial
California
$729K +$54.8K +9,974 +9%
Nuveen
29
Nuveen
North Carolina
$704K +$660K +120,078 New
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$627K -$31.4K -5,711 -5%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$546K +$512K +93,133 New
1WA
32
180 Wealth Advisors
Washington
$526K +$73.1K +13,302 +17%
NFG
33
Nations Financial Group
Iowa
$460K
HighTower Advisors
34
HighTower Advisors
Illinois
$446K +$304K +55,224 +269%
FPCP
35
Fort Point Capital Partners
California
$445K +$418K +76,011 New
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$407K +$124K +22,557 +48%
WAM
37
Weiss Asset Management
Massachusetts
$359K +$337K +61,227 New
EC
38
Elequin Capital
New York
$359K +$337K +61,220 New
MWM
39
Melfa Wealth Management
Massachusetts
$354K +$59.1K +10,751 +22%
Cohen & Steers
40
Cohen & Steers
New York
$352K +$330K +60,000 New
Nomura Holdings
41
Nomura Holdings
Japan
$346K +$324K +59,000 New
Mariner
42
Mariner
Kansas
$325K +$23.6K +4,283 +8%
SIA
43
Sit Investment Associates
Minnesota
$298K
AWS
44
Atria Wealth Solutions
New York
$291K +$1.97K +358 +0.7%
AGA
45
Arkos Global Advisors
Texas
$281K +$264K +48,000 New
RIL
46
Rothschild Investment LLC
Illinois
$234K +$220K +40,000 New
Creative Planning
47
Creative Planning
Kansas
$219K +$205K +37,342 New
MFG
48
Merit Financial Group
Georgia
$197K -$15K -2,734 -8%
WCM
49
WealthBridge Capital Management
Ohio
$197K +$185K +33,607 New
CA
50
Cornerstone Advisory
Maryland
$192K -$25.3K -4,593 -12%