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Nuveen Preferred & Income Opportunities Fund
JPC

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
GHP Investment Advisors
301
GHP Investment Advisors
Colorado
USD 9.7 k -USD 7.86 k -999 -45%
PNC Financial Services Group
302
PNC Financial Services Group
Pennsylvania
USD 9.09 k – – –
HIA
303
HFM Investment Advisors
New Jersey
USD 8.22 k – – –
SNBOSCI
304
Security National Bank of Sioux City Iowa
Iowa
USD 7.93 k +USD 7.91 k +1,006 Nuevas
MSFP
305
Mark Sheptoff Financial Planning
Connecticut
USD 7.88 k +USD 7.86 k +1,000 Nuevas
SC
306
Swan Capital
Florida
USD 7.84 k – – –
Private Wealth Asset Management
307
Private Wealth Asset Management
Iowa
USD 7.56 k +USD 7.55 k +960 Nuevas
Larson Financial Group
308
Larson Financial Group
Missouri
USD 7.26 k -USD 14.5 k -1,844 -67%
OCM
309
Osbon Capital Management
Massachusetts
USD 7.23 k -USD 75.8 k -9,643 -91%
PB
310
Pinnacle Bancorp
Nebraska
USD 7.11 k – – –
IFP Advisors
311
IFP Advisors
Florida
USD 6.43 k +USD 6.42 k +816 Nuevas
Golden State Wealth Management
312
Golden State Wealth Management
California
USD 6.1 k +USD 3.92 k +499 +181%
LHEI
313
Leo H. Evart Inc
California
USD 5.84 k – – –
Trust Company
314
Trust Company
Kansas
USD 5.37 k – – –
Caldwell Trust
315
Caldwell Trust
Florida
USD 5.27 k – – –
MWA
316
Medallion Wealth Advisors
Connecticut
USD 5.26 k – – –
WA
317
WPG Advisers
Maryland
USD 4.98 k -USD 47 -6 -0.9%
DWM
318
Darwin Wealth Management
Florida
USD 4.34 k – – –
CWP
319
Clark Wealth Partners
Illinois
USD 3.92 k – – –
LRI Investments
320
LRI Investments
Florida
USD 3.36 k – – –
JP Morgan Chase
321
JP Morgan Chase
New York
USD 3.14 k +USD 322 +41 +11%
Salem Investment Counselors
322
Salem Investment Counselors
North Carolina
USD 2.97 k – – –
WWM
323
Wolff Wiese Magana
California
USD 2.76 k – – –
APW
324
Allied Private Wealth
Florida
USD 2.64 k +USD 2.63 k +335 Nuevas
HWP
325
Highline Wealth Partners
California
USD 2.36 k – – –
11 12
13
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