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BNY Mellon Strategic Municipals

Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$10.7M +$535K +62,365 +5%
UBS Group
2
UBS Group
Switzerland
$2.41M +$181K +21,114 +8%
ITIM
3
Indiana Trust & Investment Management
Indiana
$1.81M
Bessemer Group
4
Bessemer Group
New Jersey
$1.68M +$1.71M +200,000 New
Morgan Stanley
5
Morgan Stanley
New York
$1.61M +$30.1K +3,511 +2%
CIA
6
Capital Investment Advisors
Georgia
$1.57M +$86.1K +10,038 +6%
SIA
7
Sit Investment Associates
Minnesota
$1.55M -$182K -21,253 -10%
Wells Fargo
8
Wells Fargo
California
$1.45M +$122K +14,232 +9%
AAM
9
Advisors Asset Management
Colorado
$1.4M -$130K -15,211 -8%
RJA
10
Raymond James & Associates
Florida
$1.11M -$34.2K -3,992 -3%
PMG
11
ProVise Management Group
Florida
$1.05M -$10.1K -1,177 -0.9%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$1.02M -$37.5K -4,368 -3%
Nuveen
13
Nuveen
North Carolina
$857K +$358K +41,744 +69%
VanEck Associates
14
VanEck Associates
New York
$813K -$352K -41,107 -30%
LPL Financial
15
LPL Financial
California
$724K -$160K -18,629 -18%
HighTower Advisors
16
HighTower Advisors
Illinois
$641K -$5.09K -594 -0.8%
MAM
17
Marquette Asset Management
Minnesota
$472K
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$448K -$2.79K -325 -0.6%
DLG
19
Daniel L. Goodwin
$403K
WA
20
WealthTrust Axiom
Pennsylvania
$395K -$25.5K -2,975 -6%
Bank of America
21
Bank of America
North Carolina
$394K +$211K +24,596 +111%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$363K +$2.08K +242 +0.6%
CA
23
Cornerstone Advisory
Maryland
$346K
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$345K +$156K +18,204 +80%
MIM
25
Macroview Investment Management
Maryland
$342K -$86K -10,030 -20%