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MMD

NYLIM MacKay DefinedTerm Muni Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WKWM
26
Walter & Keenan Wealth Management
Indiana
$583K +$11.4K +633 +2%
CAN
27
Cetera Advisor Networks
California
$530K +$285K +15,789 +86%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$505K -$16.1K -890 -3%
Ameriprise
29
Ameriprise
Minnesota
$479K -$113K -6,238 -17%
PWS
30
Private Wealth Strategies
Ohio
$456K +$7.67K +425 +1%
GVAG
31
Great Valley Advisor Group
Delaware
$396K +$37K +2,050 +9%
Invesco
32
Invesco
Georgia
$364K +$12.1K +671 +3%
AA
33
AlphaCentric Advisors
Puerto Rico
$351K +$406K +22,500 New
NA
34
NewEdge Advisors
Louisiana
$343K -$127K -7,031 -24%
NW
35
NewEdge Wealth
Pennsylvania
$295K +$343K +18,966 New
NLP
36
Next Level Private
New York
$279K +$316K +17,500 New
BOPW
37
Brandywine Oak Private Wealth
Pennsylvania
$267K -$294K -16,300 -49%
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$263K -$824K -45,630 -73%
SCA
39
Snowden Capital Advisors
New York
$239K +$43.5K +2,406 +19%
KPWS
40
Kestra Private Wealth Services
Texas
$223K +$3.47K +192 +1%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$180K +$208K +11,523 New
DLG
42
Daniel L. Goodwin
$180K +$209K +11,560 New
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$168K -$71.6K -3,967 -27%
RIG
44
Ramiah Investment Group
Wisconsin
$162K +$187K +10,370 New
QCIG
45
Quad-Cities Investment Group
Iowa
$160K +$2.69K +149 +1%
WAM
46
Wolverine Asset Management
Illinois
$101K +$118K +6,543 New
SSC
47
Syverson Strege & Co
Iowa
$98K
PA
48
Parallel Advisors
California
$76K +$6.27K +347 +8%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$74K +$68.1K +3,770 +377%
IA
50
IFP Advisors
Florida
$68K +$62.7K +3,472 New