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BNY Mellon Strategic Municipals

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$2.46M +$332K +39,689 +16%
SIA
2
Sit Investment Associates
Minnesota
$2.04M +$921K +110,136 +83%
NCM
3
Newgate Capital Management
Connecticut
$1.97M -$435K -51,994 -18%
MIM
4
Macroview Investment Management
Maryland
$1.95M +$1.95M +232,770 New
CIA
5
Capital Investment Advisors
Georgia
$1.88M -$44.2K -5,280 -2%
LSA
6
Liberty Street Advisors
New York
$1.71M +$1.25M +149,958 +282%
RJA
7
Raymond James & Associates
Florida
$1.26M -$89.5K -10,700 -7%
LPL Financial
8
LPL Financial
California
$792K +$49.7K +5,941 +7%
Wells Fargo
9
Wells Fargo
California
$768K +$90.3K +10,790 +13%
HighTower Advisors
10
HighTower Advisors
Illinois
$727K +$1.82K +218 +0.3%
Nuveen
11
Nuveen
North Carolina
$661K
PMG
12
ProVise Management Group
Florida
$638K +$50.2K +6,000 +9%
VanEck Associates
13
VanEck Associates
New York
$596K +$165K +19,727 +38%
UBS Group
14
UBS Group
Switzerland
$513K -$99.6K -11,904 -16%
MAM
15
Marquette Asset Management
Minnesota
$471K
DLG
16
Daniel L. Goodwin
$450K -$9.2K -1,100 -2%
WA
17
WealthTrust Axiom
Pennsylvania
$423K -$12.6K -1,500 -3%
Bank of America
18
Bank of America
North Carolina
$415K +$333K +39,822 +414%
B
19
Baird
Wisconsin
$402K +$34.3K +4,095 +9%
GC
20
Guggenheim Capital
Illinois
$370K +$234K +27,945 +174%
SIA
21
SeaBridge Investment Advisors
New Jersey
$306K +$305K +36,420 New
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$272K +$3.77K +451 +1%
WAM
23
Wolverine Asset Management
Illinois
$258K -$171K -20,392 -40%
HCM
24
Hollencrest Capital Management
California
$256K
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$252K +$49.3K +5,898 +24%