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Nuveen Preferred & Income Opportunities Fund
JPC

Name Holding Trade Value Shares
Change 		Change in
Stake
V
226
VeraBank
Texas
$111K – – –
GKWIM
227
Gerber Kawasaki Wealth & Investment Management
California
$109K +$1.27K +156 +1%
MA
228
MKT Advisors
California
$109K -$25.7K -3,170 -19%
WB
229
WesBanco Bank
West Virginia
$107K -$67.4K -8,299 -39%
TW
230
Tempo Wealth
Ohio
$106K +$106K +13,034 New
HHGA
231
Halbert Hargrove Global Advisors
California
$105K – – –
PWSG
232
Pacific Wealth Strategies Group
California
$105K – – –
SSW
233
Smith Shellnut Wilson
Mississippi
$104K – – –
1WA
234
180 Wealth Advisors
Washington
$104K +$179 +22 +0.2%
SIC
235
SFE Investment Counsel
California
$104K – – –
C1AG
236
Client 1st Advisory Group
Florida
$103K +$103K +12,721 New
TWM
237
Tradition Wealth Management
Minnesota
$103K – – –
AGP
238
Aspire Growth Partners
Florida
$102K +$3.22K +396 +3%
SFC
239
Strategic Financial Concepts
Texas
$102K +$102K +12,554 New
DG
240
Diesslin Group
Texas
$102K +$102K +12,528 New
CIAS
241
Capital Investment Advisory Services
North Carolina
$101K – – –
CT
242
Coastline Trust
Rhode Island
$98.5K – – –
CWM
243
Cahaba Wealth Management
Georgia
$98.2K – – –
BAAM
244
Baker Avenue Asset Management
California
$97.3K – – –
CHJWM
245
Carlton Hofferkamp & Jenks Wealth Management
Texas
$97.3K – – –
AFA
246
American Financial Advisors
Georgia
$97.3K +$97.5K +12,000 New
TAM
247
Titleist Asset Management
Texas
$96K – – –
JWWM
248
Johnson & White Wealth Management
Pennsylvania
$95.4K -$11K -1,360 -10%
SGCA
249
Steel Grove Capital Advisors
Tennessee
$94.5K – – –
PIA
250
Powell Investment Advisors
Florida
$94.3K – – –
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10
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