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MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CAN
26
Cetera Advisor Networks
California
$659K +$6.35K +382 +0.9%
NW
27
NewEdge Wealth
Pennsylvania
$536K +$68.7K +4,133 +14%
SCA
28
Snowden Capital Advisors
New York
$497K +$2.21K +133 +0.4%
PWS
29
Private Wealth Strategies
Ohio
$491K +$4.2K +253 +0.8%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$476K +$67K +4,032 +16%
Cerity Partners
31
Cerity Partners
New York
$459K -$99.2K -5,971 -17%
KPWS
32
Kestra Private Wealth Services
Texas
$457K +$4.79K +288 +1%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$436K -$19.3K -1,160 -4%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$422K -$6.48K -390 -1%
GVAG
35
Great Valley Advisor Group
Delaware
$413K -$14.6K -879 -3%
LFS
36
Legacy Financial Strategies
Kansas
$396K -$284K -17,119 -40%
WWM
37
Western Wealth Management
Colorado
$377K -$59.9K -3,607 -13%
BW
38
Bison Wealth
Georgia
$375K +$197K +11,834 +101%
RC
39
Rovin Capital
Arizona
$333K +$347K +20,885 New
Cohen & Steers
40
Cohen & Steers
New York
$319K
SXL
41
Summit X LLC
Missouri
$304K +$79.3K +4,771 +33%
NA
42
NewEdge Advisors
Louisiana
$298K +$9.97K +600 +3%
SFG
43
Sovereign Financial Group
Connecticut
$280K +$115K +6,921 +65%
Truist Financial
44
Truist Financial
North Carolina
$256K +$665 +40 +0.2%
CA
45
Cetera Advisors
Colorado
$236K -$6.76K -407 -3%
BOPW
46
Brandywine Oak Private Wealth
Pennsylvania
$229K
CFGSD
47
Compass Financial Group (South Dakota)
South Dakota
$223K
NLP
48
Next Level Private
New York
$196K
PWS
49
Paragon Wealth Strategies
Florida
$178K +$366 +22 +0.2%
IC
50
IEQ Capital
California
$161K +$168K +10,087 New