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MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AC
51
AlphaCore Capital
California
$167K -$24K -1,617 -13%
OC
52
Oppenheimer & Co
New York
$166K
MSFS
53
Main Street Financial Solutions
Pennsylvania
$153K -$31.3K -2,111 -17%
Comerica Bank
54
Comerica Bank
Texas
$78.3K
CA
55
CoreCap Advisors
Michigan
$59.2K
CFFP
56
Center for Financial Planning
Michigan
$30.3K
KFA
57
Kelleher Financial Advisors
New York
$13.9K +$13.6K +920 New
KG
58
Kilter Group
New York
$12K +$11.8K +796 New
SWIM
59
Smallwood Wealth Investment Management
New Jersey
$11.3K
FIA
60
FNY Investment Advisers
New York
$9K
FFA
61
Farther Finance Advisors
California
$7.57K
HNB
62
Huntington National Bank
Ohio
$3.78K
MWPCG
63
Measured Wealth Private Client Group
New Hampshire
$212 +$207 +14 New
EB
64
Eastern Bank
Massachusetts
$15 +$15 +1 New
SP
65
Stonebrook Private
Michigan
-$895K -60,492 Closed
WAM
66
Wolverine Asset Management
Illinois
-$545K -36,880 Closed
SXL
67
Summit X LLC
Missouri
-$446K -30,161 Closed
Calamos Advisors
68
Calamos Advisors
Illinois
-$435K -29,436 Closed
SFWA
69
Summit Financial Wealth Advisors
Louisiana
-$200K -13,500 Closed
LSC
70
Logan Stone Capital
Illinois
-$189K -12,802 Closed