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Nuveen Preferred & Income Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BIA
76
Benchmark Investment Advisors
Illinois
$693K
SWM
77
Spire Wealth Management
Virginia
$692K +$61.9K +7,868 +10%
SFS
78
Shaker Financial Services
Virginia
$689K +$684K +87,000 New
MSA
79
Marino Stram & Associates
Massachusetts
$682K
AHL
80
Abel Hall LLC
Louisiana
$659K
LFAS
81
Level Four Advisory Services
Texas
$656K -$6.77K -861 -1%
PFS
82
Prospera Financial Services
Texas
$651K +$1.28K +163 +0.2%
RIL
83
Rothschild Investment LLC
Illinois
$638K +$77.8K +9,888 +14%
SDAM
84
Shulman DeMeo Asset Management
New York
$609K -$3.31K -421 -0.5%
SIC
85
Samalin Investment Counsel
New York
$590K -$242K -30,789 -29%
Pathstone Holdings
86
Pathstone Holdings
New Jersey
$587K
WA
87
Waverly Advisors
Alabama
$580K -$97.8K -12,441 -14%
Fifth Third Bancorp
88
Fifth Third Bancorp
Ohio
$560K +$1.93K +245 +0.3%
RW
89
RVW Wealth
California
$559K
IAMOG
90
Investors Asset Management of Georgia
Georgia
$546K +$15.7K +2,000 +3%
AAP
91
Arax Advisory Partners
Colorado
$544K +$435K +55,370 +404%
PS
92
Principal Securities
Iowa
$536K +$1.98K +252 +0.4%
Mariner
93
Mariner
Kansas
$529K -$146K -18,508 -22%
KCIA
94
Kingsbury Capital Investment Advisors
Illinois
$519K +$5.33K +678 +1%
KWM
95
KMT Wealth Management
California
$519K +$518K +65,897 New
LOPW
96
Live Oak Private Wealth
North Carolina
$517K
EAM
97
Everstar Asset Management
North Carolina
$511K -$9.15K -1,164 -2%
IAIM
98
International Assets Investment Management
Florida
$508K +$61.9K +7,875 +14%
Mercer Global Advisors
99
Mercer Global Advisors
Colorado
$497K +$29.2K +3,718 +6%
AWM
100
Accel Wealth Management
Iowa
$487K -$25.1K -3,197 -5%