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Nuveen Mortgage and Income Fund
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IAIM
26
International Assets Investment Management
Orlando,
Florida
| $48.2K | – | – | – |
|
27
UBS Group
Zurich,
Switzerland
| $11.9K | -$10.1K | -557 | -45% |
|
|
EWA
28
EverSource Wealth Advisors
Birmingham,
Alabama
| $8.74K | – | – | – |
|
|
FFA
29
Farther Finance Advisors
San Francisco,
California
| $5.17K | – | – | – |
|
30
Rockefeller Capital Management
New York
| $3.38K | -$2.86K | -158 | -45% |
|
|
IWC
31
Integrated Wealth Concepts
Waltham,
Massachusetts
| $2.8K | +$2.9K | +160 | New |
|
|
HWP
32
Highline Wealth Partners
Sherman Oaks,
California
| $2.62K | – | – | – |
|
|
CAM
33
Concorde Asset Management
Ann Arbor,
Michigan
| – | -$495K | -27,080 | Closed |
|