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BNY Mellon Strategic Municipals

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$1.18M +$38.2K +6,191 +3%
Raymond James Financial
27
Raymond James Financial
Florida
$1.14M +$213K +34,447 +23%
PAS
28
Park Avenue Securities
New York
$1.04M +$8.7K +1,408 +0.8%
AC
29
Almitas Capital
California
$887K +$236K +38,160 +36%
BBPWM
30
Blue Bell Private Wealth Management
Pennsylvania
$826K -$7.1K -1,150 -0.8%
LPL Financial
31
LPL Financial
California
$813K +$130K +21,074 +19%
TCM
32
Thoma Capital Management
Maryland
$744K -$251K -40,700 -25%
Corient Private Wealth
33
Corient Private Wealth
Florida
$684K +$593K +96,033 +609%
CF
34
Centaurus Financial
California
$659K -$32.6K -5,284 -5%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$589K -$18.9K -3,064 -3%
NWMP
36
Noble Wealth Management PBC
Colorado
$584K -$23.5K -3,800 -4%
UBS Group
37
UBS Group
Switzerland
$575K -$130K -21,084 -18%
Ameriprise
38
Ameriprise
Minnesota
$523K -$3.35K -543 -0.6%
P
39
&Partners
Tennessee
$494K +$2.48K +401 +0.5%
HighTower Advisors
40
HighTower Advisors
Illinois
$443K -$79.4K -12,847 -15%
TJHA
41
Thomas J. Herzfeld Advisors
Florida
$436K +$137K +22,145 +45%
MWM
42
Melfa Wealth Management
Massachusetts
$369K
Creative Planning
43
Creative Planning
Kansas
$361K +$97.5K +15,777 +37%
1WA
44
180 Wealth Advisors
Washington
$358K -$26.5K -4,285 -7%
Nuveen
45
Nuveen
North Carolina
$315K -$482K -78,056 -60%
AGA
46
Arkos Global Advisors
Texas
$292K
RIL
47
Rothschild Investment LLC
Illinois
$245K
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$236K
CA
49
Cornerstone Advisory
Maryland
$233K -$16.6K -2,679 -6%
WCM
50
WealthBridge Capital Management
Ohio
$232K