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NYLI MacKay Municipal Opportunities Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 4,720 | $70,092 | $72,121.6 | $2,029.6 | 2.9% |
| DC Diane Collins Rovin Capital /UT/ /ADV | 28,801 | $459,765.83 | $441,807.34 | -$17,958.49 | -3.91% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 728,962 | $10.94M | $11.17M | $227,551.6 | 2.08% |
 Kyle P. Smith NewEdge Wealth LLC | 11,520 | $184,473.91 | $176,544 | -$7,929.91 | -4.3% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 3,910 | $63,928.5 | $59,901.2 | -$4,027.3 | -6.3% |
 Leanne Menzel Smallwood Wealth Investment Management LLC | 745 | $11,234.6 | $11,417.12 | $182.52 | 1.62% |
 Jesse Haller Compass Financial Group Inc./SD | 14,014 | $225,000 | $214,274.06 | -$10,725.94 | -4.77% |
 Christopher C. Powers Farther Finance Advisors, LLC | 500 | $7,965.07 | $7,655 | -$310.07 | -3.89% |
 Neil Azous Rareview Capital LLC | 10,767 | $159,244 | $165,381.12 | $6,137.12 | 3.85% |
| RN Ron New Whipplewood Advisors LLC | 48,812 | $722,350.03 | $749,752.32 | $27,402.29 | 3.79% |
| DN Daniel Newman Noble Wealth Management PBC | 124,708 | $1.87M | $1.91M | $36,540.91 | 1.96% |
| IAL Intellus Advisors LLC Intellus Advisors LLC | 73,958 | $1.1M | $1.13M | $26,200.01 | 2.37% |
