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Nuveen Preferred & Income Opportunities Fund
JPC

Name Holding Trade Value Shares
Change 		Change in
Stake
PWSG
226
Pacific Wealth Strategies Group
California
$107K +$24.3K +3,000 +30%
HHGA
227
Halbert Hargrove Global Advisors
California
$107K +$105K +13,000 New
SSW
228
Smith Shellnut Wilson
Mississippi
$105K – – –
1WA
229
180 Wealth Advisors
Washington
$105K -$2.03K -250 -2%
SIC
230
SFE Investment Counsel
California
$105K – – –
TWM
231
Tradition Wealth Management
Minnesota
$104K -$5.61K -692 -5%
CIAS
232
Capital Investment Advisory Services
North Carolina
$102K +$101K +12,498 New
LBC
233
Leigh Baldwin & Co
New York
$102K +$101K +12,429 New
AGP
234
Aspire Growth Partners
Florida
$99.8K +$2.4K +296 +2%
CT
235
Coastline Trust
Rhode Island
$99.6K – – –
CWM
236
Cahaba Wealth Management
Georgia
$99.3K +$98.2K +12,108 New
BAAM
237
Baker Avenue Asset Management
California
$98.4K -$4.05K -500 -4%
CHJWM
238
Carlton Hofferkamp & Jenks Wealth Management
Texas
$97.7K – – –
KA
239
Kovack Advisors
Florida
$97.1K -$24.3K -3,000 -20%
TAM
240
Titleist Asset Management
Texas
$97K – – –
PIA
241
Powell Investment Advisors
Florida
$96.1K – – –
LF
242
LifeSteps Financial
California
$94.5K – – –
BWM
243
BankPlus Wealth Management
Mississippi
$94.4K +$93.3K +11,507 New
IAA
244
Ironsides Asset Advisors
North Carolina
$93.7K – – –
SGCA
245
Steel Grove Capital Advisors
Tennessee
$93.5K – – –
S
246
Sunpointe
Missouri
$92.6K – – –
CAC
247
Certified Advisory Corp
Florida
$90.6K +$1.63K +201 +2%
SYBT
248
Stock Yards Bank & Trust
Kentucky
$89.4K +$88.4K +10,904 New
AIM
249
Anchor Investment Management
South Carolina
$88.4K +$373 +46 +0.4%
AWA
250
Arkadios Wealth Advisors
Georgia
$87.6K +$86.7K +10,687 New
8 9
10
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