Ticker: MMIT CUSIP: 45409F827 Class: NYLI MACKAY MUN
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Hapanowicz & Associates Financial Services, Inc | 61,704 | $1,501 |
| Dakota Community Bank & Trust NA | 4,985 | $121 |
| Pacific Point Advisors, LLC | 13,699 | $333 |
| Diversified Portfolios, Inc. | 74,424 | $1,811 |
| Sunpointe, LLC | 20,506 | $500 |
| Beacon Capital Management, LLC | 24,777 | $603 |
| New Hampshire Trust | 17,467 | $425 |
| Spire Wealth Management | 60,459 | $1,471 |
| Farther Finance Advisors, LLC | 59,533 | $1,448 |
| Dakota Wealth Management | 35,540 | $865 |
| TD PRIVATE CLIENT WEALTH LLC | 24,459 | $595 |
| Stratos Wealth Partners, LTD. | 39,234 | $955 |
| Fifth Third Securities, Inc. | 8,586 | $209 |
| OLD MISSION CAPITAL LLC | 15,422 | $375 |
| Savvy Advisors, Inc. | 9,488 | $231 |
| JONES FINANCIAL COMPANIES LLLP | 104,630 | $2,546 |
| Creative Planning | 74,795 | $1,820 |
| Fiduciary Trust Co | 12,000 | $292 |
| Corient Private Wealth LLC | 32,482 | $790 |
| Root Financial Partners, LLC | 3,400 | $83 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Schneider Downs Wealth Management Advisors, LP | 2,242,166 | 2,426,389 | +184,223 (+8.2%) |
| IAG Wealth Partners, LLC | 1,673,280 | 1,838,192 | +164,912 (+9.9%) |
| INVENIO WEALTH PARTNERS LLC | 377,598 | 398,128 | +20,530 (+5.4%) |
| Orgel Wealth Management, LLC | 6,102,883 | 6,325,741 | +222,858 (+3.7%) |
| Smallwood Wealth Investment Management, LLC | 132,825 | 162,444 | +29,619 (+22.3%) |
| Elyxium Wealth, LLC | 135,180 | 227,244 | +92,064 (+68.1%) |
| GGM Financials LLC | 195,599 | 214,131 | +18,532 (+9.5%) |
| Meeder Advisory Services, Inc. | 2,063,569 | 2,260,794 | +197,225 (+9.6%) |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 433,952 | 511,354 | +77,402 (+17.8%) |
| Kennebec Savings Bank | 7,508 | 44,053 | +36,545 (+486.7%) |
| Midwest Trust Co | 650,322 | 1,277,827 | +627,505 (+96.5%) |
| Kuhn & Co Investment Counsel | 61,638 | 66,849 | +5,211 (+8.5%) |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 86,206 | 463,899 | +377,693 (+438.1%) |
| Hudock, Inc. | 328,296 | 340,522 | +12,226 (+3.7%) |
| Elequin Capital, LP | 61,038 | 134,234 | +73,196 (+119.9%) |
| Evergreen Private Wealth LLC | 65,739 | 74,064 | +8,325 (+12.7%) |
| CONDOR CAPITAL MANAGEMENT | 477,614 | 495,798 | +18,184 (+3.8%) |
| VICUS CAPITAL | 352,200 | 379,218 | +27,018 (+7.7%) |
| BCS Wealth Management | 22,365 | 48,364 | +25,999 (+116.2%) |
| Pallas Capital Advisors LLC | 578,967 | 626,745 | +47,778 (+8.3%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Cypress Point Wealth Management, LLC | 130,545 | 62,791 | -67,754 (-51.9%) |
| Prestige Wealth Management Group LLC | 246,226 | 214,452 | -31,774 (-12.9%) |
| SAXON INTERESTS, INC. | 36,834 | 18,407 | -18,427 (-50.0%) |
| Brady Martz Wealth Solutions, LLC | 191,253 | 178,474 | -12,779 (-6.7%) |
| VestGen Advisors, LLC | 119,392 | 50,879 | -68,513 (-57.4%) |
| Rossby Financial, LCC | 3,928 | 182 | -3,746 (-95.4%) |
| Avantax Planning Partners, Inc. | 190,275 | 171,499 | -18,776 (-9.9%) |
| PKS Advisory Services, LLC | 39,622 | 37,113 | -2,509 (-6.3%) |
| Dynamic Advisor Solutions LLC | 355,759 | 346,073 | -9,686 (-2.7%) |
| GREAT VALLEY ADVISOR GROUP, INC. | 433,488 | 422,597 | -10,891 (-2.5%) |
| Legacy Financial Strategies, LLC | 98,458 | 97,452 | -1,006 (-1.0%) |
| OSAIC HOLDINGS, INC. | 388,513 | 339,765 | -48,748 (-12.5%) |
| PFG Advisors | 62,030 | 57,714 | -4,316 (-7.0%) |
| SWMG, LLC | 29,401 | 28,876 | -525 (-1.8%) |
| JANE STREET GROUP, LLC | 114,414 | 66,147 | -48,267 (-42.2%) |
| Bank of New York Mellon Corp | 291,541 | 268,929 | -22,612 (-7.8%) |
| Pine Valley Investments Ltd Liability Co | 18,685 | 16,200 | -2,485 (-13.3%) |
| Brio Consultants, LLC | 12,497 | 11,380 | -1,117 (-8.9%) |
| NewSquare Capital LLC | 23,970 | 22,473 | -1,497 (-6.2%) |
| Private Advisor Group, LLC | 84,277 | 79,998 | -4,279 (-5.1%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Buckingham Strategic Partners | 205,336 | $4,990 |
| Golden State Equity Partners | 18,442 | $448 |
| Caliber Wealth Management, LLC / KS | 16,694 | $406 |
| Ameritas Advisory Services, LLC | 3,326 | $81 |
| PRINCIPAL SECURITIES, INC. | 5,606 | $136 |
| WELLS FARGO & COMPANY/MN | 13,241 | $322 |