CHARLOTTE, NC
| Name & Role | Position | Tenure | Holdings |
|---|---|---|---|
GABELLI DIVIDEND & INCOME TRUST | — | Since Nov 2018 | — |
ALLIANCE CALIFORNIA MUNICIPAL INCOME FUND | — | Since May 2019 | — |
FEDERATED HERMES PREMIER MUNICIPAL INCOME FUND | — | Since Oct 2019 | — |
ENVUE MEDICAL, INC. | — | Since Feb 2026 | — |
WESTERN ASSET MUNICIPAL PARTNERS FUND INC. | — | Since Nov 2022 | — |
WESTERN ASSET INTERMEDIATE MUNI FUND INC. | — | Since Nov 2022 | — |
BNY MELLON STRATEGIC MUNICIPAL BOND FUND, INC. | — | Since Jul 2023 | — |
BNY MELLON STRATEGIC MUNICIPALS, INC. | — | Since Jul 2023 | — |
BNY MELLON MUNICIPAL INCOME, INC. | — | Since Jul 2023 | — |
PIMCO NEW YORK MUNICIPAL INCOME FUND II | — | Since Sep 2023 | — |