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BNY Mellon Strategic Municipals

Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$828K -$1.59M -250,228 -66%
RJA
27
Raymond James & Associates
Florida
$794K -$106K -16,793 -12%
LPL Financial
28
LPL Financial
California
$740K +$63.1K +9,954 +10%
BBPWM
29
Blue Bell Private Wealth Management
Pennsylvania
$608K +$234K +36,885 +65%
Ameriprise
30
Ameriprise
Minnesota
$560K -$96.2K -15,193 -15%
P
31
&Partners
Tennessee
$518K +$505K +79,646 New
NFG
32
Nations Financial Group
Iowa
$489K -$19K -3,000 -4%
KeyBank National Association
33
KeyBank National Association
Ohio
$488K +$475K +75,000 New
NMC
34
Nine Masts Capital
Hong Kong
$478K -$120K -18,920 -20%
1WA
35
180 Wealth Advisors
Washington
$444K -$49.4K -7,797 -10%
HighTower Advisors
36
HighTower Advisors
Illinois
$398K +$33.2K +5,240 +9%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$396K -$8.08K -1,276 -2%
AC
38
Almitas Capital
California
$374K
MWM
39
Melfa Wealth Management
Massachusetts
$373K
WAM
40
Wolverine Asset Management
Illinois
$332K -$963K -152,066 -75%
AGA
41
Arkos Global Advisors
Texas
$312K
RIL
42
Rothschild Investment LLC
Illinois
$260K
Creative Planning
43
Creative Planning
Kansas
$255K +$1.3K +206 +0.5%
LF
44
Lee Financial
Texas
$248K +$241K +38,012 New
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$248K +$1.39K +219 +0.6%
WCM
46
WealthBridge Capital Management
Ohio
$247K
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$238K -$52.1K -8,224 -18%
TJHA
48
Thomas J. Herzfeld Advisors
Florida
$233K +$227K +35,789 New
ICMP
49
Integrated Capital Management (Pennsylvania)
Pennsylvania
$208K -$4.91K -775 -2%
FAG
50
Fortitude Advisory Group
Washington
$181K