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BNY Mellon Strategic Municipals

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$3.52M +$58K +7,205 +2%
SIA
2
Sit Investment Associates
Minnesota
$2.72M +$143K +17,800 +6%
LSA
3
Liberty Street Advisors
New York
$1.9M +$122K +15,208 +7%
CIA
4
Capital Investment Advisors
Georgia
$1.82M +$29.4K +3,650 +2%
MIM
5
Macroview Investment Management
Maryland
$1.57M -$369K -45,890 -19%
RJA
6
Raymond James & Associates
Florida
$1.11M -$18.1K -2,247 -2%
Wells Fargo
7
Wells Fargo
California
$745K -$103K -12,739 -12%
HighTower Advisors
8
HighTower Advisors
Illinois
$704K -$4.79K -595 -0.7%
Bank of America
9
Bank of America
North Carolina
$669K -$92.5K -11,490 -12%
PMG
10
ProVise Management Group
Florida
$667K -$2.29K -284 -0.3%
Nuveen
11
Nuveen
North Carolina
$644K
VanEck Associates
12
VanEck Associates
New York
$561K -$96.1K -11,942 -15%
LPL Financial
13
LPL Financial
California
$542K -$160K -19,844 -23%
MAM
14
Marquette Asset Management
Minnesota
$459K
UBS Group
15
UBS Group
Switzerland
$452K -$101K -12,493 -18%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$450K +$37.9K +4,703 +9%
WA
17
WealthTrust Axiom
Pennsylvania
$421K +$44.5K +5,524 +12%
AAM
18
Advisors Asset Management
Colorado
$406K +$400K +49,670 New
DLG
19
Daniel L. Goodwin
$393K -$54.4K -6,754 -12%
GC
20
Guggenheim Capital
Illinois
$345K -$37.7K -4,686 -10%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$293K -$5.13K -638 -2%
HCM
22
Hollencrest Capital Management
California
$250K
RJFSA
23
Raymond James Financial Services Advisors
Florida
$248K +$244K +30,350 New
CS
24
Credit Suisse
Switzerland
$245K
SWP
25
Stratos Wealth Partners
Ohio
$245K +$32.2K +4,000 +15%