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BNY Mellon Strategic Municipals

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$3.05M -$610K -73,172 -17%
SIA
2
Sit Investment Associates
Minnesota
$2.56M -$280K -33,641 -10%
GC
3
Guggenheim Capital
Illinois
$2.14M +$1.73M +208,052 +494%
CIA
4
Capital Investment Advisors
Georgia
$1.89M -$14.2K -1,700 -0.8%
LPL Financial
5
LPL Financial
California
$1.78M +$1.18M +141,395 +215%
Wells Fargo
6
Wells Fargo
California
$1.14M +$357K +42,774 +47%
AAM
7
Advisors Asset Management
Colorado
$1.07M +$635K +76,155 +153%
RJA
8
Raymond James & Associates
Florida
$1.06M -$92.2K -11,053 -8%
MIM
9
Macroview Investment Management
Maryland
$1M -$620K -74,360 -39%
PMG
10
ProVise Management Group
Florida
$725K +$27.6K +3,312 +4%
HighTower Advisors
11
HighTower Advisors
Illinois
$703K -$30.8K -3,690 -4%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$691K +$217K +25,996 +47%
CA
13
Cornerstone Advisory
Maryland
$689K +$672K +80,631 New
VanEck Associates
14
VanEck Associates
New York
$661K +$73.2K +8,784 +13%
UBS Group
15
UBS Group
Switzerland
$656K +$179K +21,514 +39%
MAM
16
Marquette Asset Management
Minnesota
$479K
Nuveen
17
Nuveen
North Carolina
$461K -$207K -24,820 -32%
WA
18
WealthTrust Axiom
Pennsylvania
$414K -$24.8K -2,976 -6%
BW
19
Bison Wealth
Georgia
$412K +$257K +30,849 +175%
DLG
20
Daniel L. Goodwin
$410K
VKH
21
Virtu KCG Holdings
New York
$338K +$330K +39,616 New
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$306K +$775 +93 +0.3%
Bank of America
23
Bank of America
North Carolina
$257K -$431K -51,665 -63%
CS
24
Credit Suisse
Switzerland
$256K
SWP
25
Stratos Wealth Partners
Ohio
$256K