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Nuveen Preferred & Income Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
GKWIM
226
Gerber Kawasaki Wealth & Investment Management
California
$107K -$23.5K -2,991 -18%
Focus Partners Wealth
227
Focus Partners Wealth
Massachusetts
$107K +$12.6K +1,599 +13%
Bank of New York Mellon
228
Bank of New York Mellon
New York
$107K -$121K -15,342 -53%
FHC
229
First Heartland Consultants
Missouri
$106K +$106K +13,428 New
TW
230
Tempo Wealth
Ohio
$105K +$849 +108 +0.8%
WWMSC
231
Wagner Wealth Management (South Carolina)
South Carolina
$104K -$82.4K -10,474 -44%
MCM
232
MAI Capital Management
Ohio
$103K +$57.4K +7,301 +129%
WB
233
WesBanco Bank
West Virginia
$103K +$3K +382 +3%
1WA
234
180 Wealth Advisors
Washington
$102K +$267 +34 +0.3%
SSW
235
Smith Shellnut Wilson
Mississippi
$101K – – –
SIC
236
SFE Investment Counsel
California
$101K – – –
MGIA
237
Moneta Group Investment Advisors
Missouri
$100K +$99.8K +12,688 New
DG
238
Diesslin Group
Texas
$98.5K +$1.93K +245 +2%
CIAS
239
Capital Investment Advisory Services
North Carolina
$98.5K – – –
PIA
240
Powell Investment Advisors
Florida
$97.6K +$5.17K +657 +6%
LF
241
LifeSteps Financial
California
$97.1K +$6.29K +800 +7%
SYBT
242
Stock Yards Bank & Trust
Kentucky
$97K – – –
DWM
243
Dakota Wealth Management
Florida
$96.4K +$1.13K +144 +1%
AGP
244
Aspire Growth Partners
Florida
$96.3K -$4.17K -530 -4%
JWWM
245
Johnson & White Wealth Management
Pennsylvania
$95.8K +$1.95K +248 +2%
CT
246
Coastline Trust
Rhode Island
$95.7K – – –
CWM
247
Cahaba Wealth Management
Georgia
$95.4K – – –
IA
248
IFG Advisory
Georgia
$95.3K +$95.1K +12,090 New
CWM
249
Collaborative Wealth Management
Florida
$95.2K +$14K +1,786 +17%
AFA
250
American Financial Advisors
Georgia
$94.6K – – –