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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 | $68,345.6 | -$1,746.4 | -2.49% |
| DC Diane Collins Rovin Capital /UT/ /ADV | 28,801 | $459,765.83 | $429,710.92 | -$30,054.91 | -6.54% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 13,419 | $221,981.59 | $201,687.57 | -$20,294.02 | -9.14% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 728,962 | $10.94M | $10.56M | -$388,421.29 | -3.55% |
| BO Brian Oliveira Clear Street Group Inc. | 16,134 | $250,077 | $233,620.32 | -$16,456.68 | -6.58% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 3,910 | $63,928.5 | $56,558.15 | -$7,370.35 | -11.53% |
 Leanne Menzel Smallwood Wealth Investment Management LLC | 745 | $11,234.6 | $11,115.4 | -$119.2 | -1.06% |
 Jesse Haller Compass Financial Group Inc./SD | 14,014 | $225,000 | $202,712.51 | -$22,287.49 | -9.91% |
 Christopher C. Powers Farther Finance Advisors, LLC | 500 | $7,965.07 | $7,460 | -$505.07 | -6.34% |
 Neil Azous Rareview Capital LLC | 38,814 | $574,059.09 | $573,282.78 | -$776.31 | -0.14% |
| RN Ron New Whipplewood Advisors LLC | 50,902 | $754,745.03 | $750,804.5 | -$3,940.53 | -0.52% |
| DN Daniel Newman Noble Wealth Management PBC | 124,708 | $1.87M | $1.84M | -$27,060.17 | -1.45% |
| IAL Intellus Advisors LLC Intellus Advisors LLC | 69,702 | $1.04M | $1.03M | -$10,837.61 | -1.04% |
