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BNY Mellon Strategic Municipals

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$168K -$59.3K -9,924 -27%
NPFS
52
Novak & Powell Financial Services
Florida
$152K +$831 +139 +0.6%
SWM
53
Spire Wealth Management
Virginia
$152K
CMS
54
Capital Market Strategies
Florida
$150K -$14.9K -2,500 -9%
WI
55
Wintrust Investments
Illinois
$150K
WA
56
WealthTrust Axiom
Pennsylvania
$149K +$90 +15 +0.1%
RJFSA
57
Raymond James Financial Services Advisors
Florida
$141K -$11.7K -1,962 -8%
WS
58
Wedbush Securities
California
$118K -$5.98K -1,000 -5%
Cetera Investment Advisers
59
Cetera Investment Advisers
Illinois
$117K +$115K +19,238 New
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$105K -$40K -6,690 -28%
BBPWM
61
Blue Bell Private Wealth Management
Pennsylvania
$105K +$103K +17,200 New
US Bancorp
62
US Bancorp
Minnesota
$95.1K
PMG
63
ProVise Management Group
Florida
$91K
BRWA
64
B. Riley Wealth Advisors
Florida
$82.4K
NA
65
NewEdge Advisors
Louisiana
$74.4K -$5.36K -897 -7%
HCM
66
Hollencrest Capital Management
California
$73.2K
VCA
67
Verdence Capital Advisors
Maryland
$70.5K
MFG
68
Merit Financial Group
Georgia
$69.9K -$132K -22,022 -65%
KPWS
69
Kestra Private Wealth Services
Texas
$67.7K
MCCP
70
Mission Creek Capital Partners
California
$63.5K
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$24.1K
BTI
72
Blue Trust Inc
Georgia
$21.8K
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$17.5K +$12K +2,000 +230%
SPIA
74
Steward Partners Investment Advisory
New York
$15.7K -$6.14K -1,027 -29%
AWM
75
Avior Wealth Management
Nebraska
$11.1K +$10.9K +1,823 New