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BNY Mellon Strategic Municipals

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$3.35M +$1.06M +129,974 +44%
SIA
2
Sit Investment Associates
Minnesota
$2.49M +$586K +72,104 +30%
MIM
3
Macroview Investment Management
Maryland
$1.88M +$42.1K +5,186 +2%
CIA
4
Capital Investment Advisors
Georgia
$1.73M -$42.2K -5,195 -2%
LSA
5
Liberty Street Advisors
New York
$1.72M +$112K +13,832 +7%
NCM
6
Newgate Capital Management
Connecticut
$1.71M -$136K -16,705 -7%
RJA
7
Raymond James & Associates
Florida
$1.09M -$104K -12,826 -9%
Wells Fargo
8
Wells Fargo
California
$820K +$99.2K +12,201 +13%
Bank of America
9
Bank of America
North Carolina
$737K +$356K +43,852 +89%
HighTower Advisors
10
HighTower Advisors
Illinois
$685K +$219 +27 +0%
LPL Financial
11
LPL Financial
California
$672K -$73.9K -9,097 -10%
PMG
12
ProVise Management Group
Florida
$646K +$46.8K +5,761 +8%
VanEck Associates
13
VanEck Associates
New York
$636K +$76.5K +9,418 +13%
Nuveen
14
Nuveen
North Carolina
$622K
UBS Group
15
UBS Group
Switzerland
$535K +$53.7K +6,603 +11%
MAM
16
Marquette Asset Management
Minnesota
$443K
DLG
17
Daniel L. Goodwin
$433K +$8.94K +1,100 +2%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$397K +$409K +50,271 New
GC
19
Guggenheim Capital
Illinois
$370K +$22.7K +2,792 +6%
WA
20
WealthTrust Axiom
Pennsylvania
$363K -$36.6K -4,500 -9%
Comerica Bank
21
Comerica Bank
Texas
$318K +$164K +20,136 +100%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$288K +$32.7K +4,026 +12%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$244K +$5.01K +617 +2%
HCM
24
Hollencrest Capital Management
California
$241K
CS
25
Credit Suisse
Switzerland
$237K +$81.3K +10,000 +50%