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BNY Mellon Strategic Municipals

Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$11.3M +$1.27M +206,752 +13%
Morgan Stanley
2
Morgan Stanley
New York
$8.86M +$405K +65,712 +5%
GC
3
Guggenheim Capital
Illinois
$5.69M -$17.3K -2,803 -0.3%
RCM
4
Robinson Capital Management
Michigan
$4.06M +$842K +136,780 +27%
CIA
5
Capital Investment Advisors
Georgia
$2.21M +$145K +23,489 +7%
UBS Group
6
UBS Group
Switzerland
$2.18M +$914K +148,449 +73%
VanEck Associates
7
VanEck Associates
New York
$2.1M -$342K -55,456 -14%
Bank of America
8
Bank of America
North Carolina
$1.58M +$163K +26,474 +12%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.39M +$383K +62,136 +39%
Ameriprise
10
Ameriprise
Minnesota
$1.21M -$72.5K -11,763 -6%
WP
11
Woodline Partners
California
$1.13M +$854K +138,707 +323%
AA
12
AQR Arbitrage
Connecticut
$1.1M +$197K +31,943 +22%
CF
13
Centaurus Financial
California
$1.09M -$90.9K -14,760 -8%
RJA
14
Raymond James & Associates
Florida
$1.02M -$39K -6,332 -4%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.01M -$91K -14,781 -8%
PAS
16
Park Avenue Securities
New York
$905K -$37K -6,008 -4%
Truist Financial
17
Truist Financial
North Carolina
$892K +$883K +143,397 New
LPL Financial
18
LPL Financial
California
$863K +$76.3K +12,386 +10%
DLG
19
Daniel L. Goodwin
$679K +$30.8K +5,000 +5%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$650K +$174K +28,197 +37%
LSC
21
Logan Stone Capital
Illinois
$594K -$663K -107,560 -53%
NFG
22
Nations Financial Group
Iowa
$489K
SIA
23
Sit Investment Associates
Minnesota
$460K -$91.6K -14,865 -17%
XF
24
XML Financial
Maryland
$433K +$154K +25,000 +56%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$323K +$21.1K +3,432 +7%