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BNY Mellon Strategic Municipals

Name Holding Trade Value Shares
Change
Change in
Stake
TCM
26
Thoma Capital Management
Maryland
$980K +$1.02M +162,317 New
Raymond James Financial
27
Raymond James Financial
Florida
$920K +$960K +152,250 New
BBPWM
28
Blue Bell Private Wealth Management
Pennsylvania
$822K +$270K +42,810 +46%
Nuveen
29
Nuveen
North Carolina
$783K
UBS Group
30
UBS Group
Switzerland
$695K -$75.9K -12,034 -9%
CF
31
Centaurus Financial
California
$683K -$151K -23,975 -17%
LPL Financial
32
LPL Financial
California
$675K -$11.4K -1,801 -2%
AC
33
Almitas Capital
California
$645K +$312K +49,480 +86%
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$600K -$264K -41,813 -30%
NWMP
35
Noble Wealth Management PBC
Colorado
$599K +$626K +99,196 New
WAM
36
Wolverine Asset Management
Illinois
$584K +$289K +45,783 +90%
Ameriprise
37
Ameriprise
Minnesota
$520K +$309 +49 +0.1%
HighTower Advisors
38
HighTower Advisors
Illinois
$515K +$149K +23,557 +38%
P
39
&Partners
Tennessee
$495K +$3.85K +610 +0.8%
NFG
40
Nations Financial Group
Iowa
$454K
KeyBank National Association
41
KeyBank National Association
Ohio
$453K
RAM
42
Readystate Asset Management
Illinois
$443K +$462K +73,275 New
1WA
43
180 Wealth Advisors
Washington
$379K -$34.7K -5,494 -8%
MWM
44
Melfa Wealth Management
Massachusetts
$364K +$18.9K +3,000 +5%
Nomura Holdings
45
Nomura Holdings
Japan
$362K +$379K +60,000 New
DWM
46
Daner Wealth Management
Georgia
$319K +$327K +51,900 New
TJHA
47
Thomas J. Herzfeld Advisors
Florida
$297K +$84.3K +13,356 +37%
AGA
48
Arkos Global Advisors
Texas
$288K -$1.72K -273 -0.6%
CA
49
Cornerstone Advisory
Maryland
$264K +$140K +22,210 +110%
Creative Planning
50
Creative Planning
Kansas
$261K +$24.9K +3,951 +10%