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NYLIM MacKay DefinedTerm Muni Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AC
51
AlphaCore Capital
California
$187K – – –
MSFS
52
Main Street Financial Solutions
Pennsylvania
$181K -$2.16K -148 -1%
CWP
53
Cyndeo Wealth Partners
Florida
$179K -$101K -6,913 -36%
OC
54
Oppenheimer & Co
New York
$163K +$4.37K +300 +3%
Comerica Bank
55
Comerica Bank
Texas
$76.5K -$34.4K -2,357 -31%
CA
56
CoreCap Advisors
Michigan
$57.8K – – –
CFFP
57
Center for Financial Planning
Michigan
$29.6K – – –
SWIM
58
Smallwood Wealth Investment Management
New Jersey
$11K – – –
FIA
59
FNY Investment Advisers
New York
$8K +$8.75K +600 New
FFA
60
Farther Finance Advisors
California
$7.39K – – –
HNB
61
Huntington National Bank
Ohio
$3.7K – – –
RAM
62
Readystate Asset Management
Illinois
– -$836K -55,429 Closed
AAM
63
Advisors Asset Management
Colorado
– -$396K -26,252 Closed
Pathstone Holdings
64
Pathstone Holdings
New Jersey
– -$363K -23,675 Closed
Northern Trust
65
Northern Trust
Illinois
– -$302K -20,000 Closed
ACM
66
Arlington Capital Management
Illinois
– -$263K -17,417 Closed
Commonwealth Equity Services
67
Commonwealth Equity Services
Massachusetts
– -$215K -14,256 Closed
TCA
68
Transcend Capital Advisors
New Jersey
– -$183K -12,141 Closed
NS
69
NBC Securities
Alabama
– -$30K -2,000 Closed
S
70
SignatureFD
Georgia
– -$121 -8 Closed