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Nuveen Preferred & Income Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
51
Geneos Wealth Management
Colorado
$1.5M +$140K +17,527 +10%
Thrivent Financial for Lutherans
52
Thrivent Financial for Lutherans
Minnesota
$1.37M
PAG
53
Private Advisor Group
New Jersey
$1.26M +$88.4K +11,077 +8%
Wealth Enhancement Advisory Services
54
Wealth Enhancement Advisory Services
Minnesota
$1.18M +$714K +89,532 +154%
P
55
&Partners
Tennessee
$1.08M +$40.1K +5,021 +4%
KAS
56
Kestra Advisory Services
Texas
$1.06M -$181K -22,714 -15%
ASN
57
Advisory Services Network
Georgia
$981K -$16.3K -2,047 -2%
SIC
58
Samalin Investment Counsel
New York
$880K +$35K +4,383 +4%
SPIA
59
Steward Partners Investment Advisory
New York
$853K +$478K +59,916 +127%
CSP
60
Cary Street Partners
Virginia
$819K -$5.16K -647 -0.6%
PVM
61
Palogic Value Management
Texas
$806K
TCM
62
Triumph Capital Management
Colorado
$803K +$154K +19,336 +24%
MWM
63
Melfa Wealth Management
Massachusetts
$794K
AC
64
AlphaCore Capital
California
$751K +$747K +93,553 New
EGA
65
E&G Advisors
Texas
$730K -$14.4K -1,800 -2%
SDAM
66
Shulman DeMeo Asset Management
New York
$714K -$7.55K -946 -1%
BIA
67
Benchmark Investment Advisors
Illinois
$700K
MSA
68
Marino Stram & Associates
Massachusetts
$689K +$59.1K +7,410 +9%
AWS
69
Atria Wealth Solutions
New York
$673K +$60.7K +7,608 +10%
WAP
70
Wealthcare Advisory Partners
Pennsylvania
$671K +$14K +1,749 +2%
BI
71
Bramshill Investments
Florida
$657K +$934 +117 +0.1%
Mariner
72
Mariner
Kansas
$616K -$81.8K -10,249 -12%
WS
73
Wedbush Securities
California
$606K +$26.4K +3,313 +5%
IFG
74
Independent Financial Group
California
$604K +$200K +25,101 +49%
AWM
75
Accel Wealth Management
Iowa
$582K -$36K -4,508 -6%