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BNY Mellon Strategic Municipals

Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$5.26M -$3.76M -429,341 -41%
CA
2
Cornerstone Advisory
Maryland
$3.16M -$415K -47,361 -11%
UBS Group
3
UBS Group
Switzerland
$2.49M +$273K +31,110 +12%
Wells Fargo
4
Wells Fargo
California
$2.43M +$440K +50,271 +22%
ITIM
5
Indiana Trust & Investment Management
Indiana
$1.86M
Morgan Stanley
6
Morgan Stanley
New York
$1.37M -$38.2K -4,365 -3%
RJA
7
Raymond James & Associates
Florida
$1.29M +$44 +5 +0%
PMG
8
ProVise Management Group
Florida
$1.28M +$37K +4,225 +3%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$1.03M +$666 +76 +0.1%
VanEck Associates
10
VanEck Associates
New York
$996K +$48.3K +5,516 +5%
CIA
11
Capital Investment Advisors
Georgia
$886K
Nuveen
12
Nuveen
North Carolina
$882K
Bank of America
13
Bank of America
North Carolina
$708K +$135K +15,464 +23%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$613K +$12K +1,365 +2%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$544K +$6.68K +762 +1%
LPL Financial
16
LPL Financial
California
$434K +$97.8K +11,157 +29%
DLG
17
Daniel L. Goodwin
$415K
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$393K +$1.9K +217 +0.5%
WA
19
WealthTrust Axiom
Pennsylvania
$369K +$228 +26 +0.1%
SWP
20
Stratos Wealth Partners
Ohio
$346K
CA
21
Cetera Advisors
Colorado
$339K -$11.4K -1,300 -3%
MAM
22
Marquette Asset Management
Minnesota
$330K
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$317K +$116K +13,250 +57%
SWM
24
SeaCrest Wealth Management
New York
$235K +$238K +27,151 New
HCM
25
Hollencrest Capital Management
California
$229K