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Nuveen Mortgage and Income Fund
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Royal Bank of Canada
Toronto,
Ontario, Canada
| $18K | +$18.6K | +1,017 | New |
|
27
Creative Planning
Overland Park,
Kansas
| $12.6K | +$12.8K | +700 | New |
|
|
EWA
28
EverSource Wealth Advisors
Birmingham,
Alabama
| $9K | – | – | – |
|
29
Comerica Bank
Dallas,
Texas
| $128 | – | – | – |
|
|
GM
30
GeoWealth Management
Chicago,
Illinois
| $2 | – | – | – |
|
31
Allspring Global Investments
Charlotte,
North Carolina
| – | -$1.38M | -74,908 | Closed |
|
|
1CP
32
1607 Capital Partners
Richmond,
Virginia
| – | -$1.25M | -67,895 | Closed |
|
33
Kovitz Investment Group Partners
Chicago,
Illinois
| – | -$1.13M | -62,757 | Closed |
|
|
IAIM
34
International Assets Investment Management
Orlando,
Florida
| – | -$54.6K | -2,960 | Closed |
|
|
CPA
35
Clear Point Advisors
Melville,
New York
| – | -$37.5K | -2,035 | Closed |
|
|
WT
36
Whittier Trust
South Pasadena,
California
| – | -$4.42K | -240 | Closed |
|
|
CS
37
Clear Street
New York
| – | -$903 | -49 | Closed |
|