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NYLI MacKay DefinedTerm Muni Opportunities Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 4,720 | $70,092 | $64,522.4 | -$5,569.6 | -7.95% |
| DC Diane Collins Rovin Capital /UT/ /ADV | 28,801 | $459,765.83 | $396,013.75 | -$63,752.08 | -13.87% |
| HC Hubert Cheng Park Avenue Securities LLC | 83,138 | $1.24M | $1.15M | -$88,220.04 | -7.12% |
| RAS Robert A. Saperstein Guggenheim Capital LLC | 432,536 | $6.49M | $5.99M | -$499,433.62 | -7.7% |
| FP Frank Poli COHEN & STEERS Inc. | 45,000 | $679,000 | $622,800 | -$56,200 | -8.28% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 13,419 | $221,981.59 | $187,195.05 | -$34,786.54 | -15.67% |
| KR Kevin Rutherford 1607 Capital Partners LLC | 50,886 | $764,027.12 | $699,173.64 | -$64,853.48 | -8.49% |
| MH Matthew Herman Logan Stone Capital LLC | 65,102 | $968,066.74 | $895,113.44 | -$72,953.3 | -7.54% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 722,391 | $10.85M | $10.05M | -$797,227.21 | -7.35% |
| BO Brian Oliveira Clear Street Group Inc. | 16,134 | $250,077 | $224,746.62 | -$25,330.38 | -10.13% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 3,910 | $63,928.5 | $53,567 | -$10,361.5 | -16.21% |
 Leanne Menzel Smallwood Wealth Investment Management LLC | 745 | $11,234.6 | $10,254.92 | -$979.68 | -8.72% |
 Jesse Haller Compass Financial Group Inc./SD | 14,014 | $225,000 | $193,673.48 | -$31,326.52 | -13.92% |
 Neil Azous Rareview Capital LLC | 38,814 | $574,059.09 | $532,916.22 | -$41,142.87 | -7.17% |
| RN Ron New Whipplewood Advisors LLC | 57,486 | $844,353.22 | $799,630.26 | -$44,722.96 | -5.3% |
 Daniel Newman Noble Wealth Management PBC | 120,018 | $1.8M | $1.67M | -$127,124.89 | -7.07% |
 Intellus Advisors LLC Intellus Advisors LLC | 69,702 | $1.04M | $954,917.4 | -$85,418.75 | -8.21% |
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