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BNY Mellon Strategic Municipals

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$1.21M +$51.5K +8,810 +4%
AC
27
Almitas Capital
California
$1.16M +$297K +50,826 +35%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$1.16M
PAS
29
Park Avenue Securities
New York
$1.14M +$133K +22,711 +13%
Raymond James Financial
30
Raymond James Financial
Florida
$948K -$155K -26,557 -14%
BBPWM
31
Blue Bell Private Wealth Management
Pennsylvania
$783K -$15.9K -2,723 -2%
CRC
32
Curi RMB Capital
Illinois
$740K +$731K +125,000 New
TCM
33
Traub Capital Management
Massachusetts
$728K +$720K +123,038 New
TCM
34
Thoma Capital Management
Maryland
$710K -$10.2K -1,735 -1%
Corient Private Wealth
35
Corient Private Wealth
Florida
$700K +$38K +6,500 +6%
LPL Financial
36
LPL Financial
California
$677K -$109K -18,600 -14%
CF
37
Centaurus Financial
California
$659K +$20.4K +3,490 +3%
Invesco
38
Invesco
Georgia
$561K +$555K +94,807 New
TJHA
39
Thomas J. Herzfeld Advisors
Florida
$520K +$96.6K +16,505 +23%
P
40
&Partners
Tennessee
$505K +$26.9K +4,593 +6%
Ameriprise
41
Ameriprise
Minnesota
$401K -$104K -17,745 -21%
HighTower Advisors
42
HighTower Advisors
Illinois
$389K -$38.8K -6,625 -9%
MWM
43
Melfa Wealth Management
Massachusetts
$357K
1WA
44
180 Wealth Advisors
Washington
$356K +$9.39K +1,605 +3%
Creative Planning
45
Creative Planning
Kansas
$355K +$5.63K +962 +2%
DWM
46
Daner Wealth Management
Georgia
$307K +$304K +51,900 New
Nuveen
47
Nuveen
North Carolina
$305K
CA
48
Cornerstone Advisory
Maryland
$287K +$51.3K +8,776 +22%
AGA
49
Arkos Global Advisors
Texas
$283K
ICMP
50
Integrated Capital Management (Pennsylvania)
Pennsylvania
$256K +$38.8K +6,630 +18%