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MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Cohen & Steers
26
Cohen & Steers
New York
$738K +$81.4K +5,000 +13%
Stifel Financial
27
Stifel Financial
Missouri
$737K -$51.1K -3,141 -7%
SFWA
28
Summit Financial Wealth Advisors
Louisiana
$722K -$137K -8,450 -16%
1CP
29
1607 Capital Partners
Virginia
$707K -$42.3K -2,600 -6%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$703K -$51.8K -3,182 -7%
Osaic Holdings
31
Osaic Holdings
Arizona
$649K -$953K -58,557 -60%
KWM
32
Kingsview Wealth Management
Oregon
$635K -$55.7K -3,425 -8%
SPIA
33
Steward Partners Investment Advisory
New York
$631K
WS
34
Wedbush Securities
California
$592K
LA
35
LPF Advisors
Florida
$533K +$212 +13 +0%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$518K +$3.3K +203 +0.7%
SXL
37
Summit X LLC
Missouri
$507K +$160K +9,822 +47%
NW
38
NewEdge Wealth
Pennsylvania
$470K
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$463K -$14.3K -877 -3%
KPWS
40
Kestra Private Wealth Services
Texas
$453K +$50.1K +3,079 +13%
RC
41
Rovin Capital
Arizona
$443K +$1.28K +79 +0.3%
GJWM
42
Gilliland Jeter Wealth Management
Arkansas
$420K -$60K -3,688 -13%
Invesco
43
Invesco
Georgia
$365K -$171K -10,494 -32%
BOPW
44
Brandywine Oak Private Wealth
Pennsylvania
$332K +$97.6K +6,000 +43%
SWP
45
Stratos Wealth Partners
Ohio
$331K +$124K +7,631 +62%
WWM
46
Western Wealth Management
Colorado
$328K -$8.04K -494 -2%
BW
47
Bison Wealth
Georgia
$314K
HNB
48
Huntington National Bank
Ohio
$291K
LFS
49
Legacy Financial Strategies
Kansas
$288K +$90.1K +5,540 +47%
SCA
50
Snowden Capital Advisors
New York
$280K +$8.82K +542 +3%