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Nuveen Preferred & Income Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SRC
76
Shufro Rose & Co
New York
$100K -$98.7K -10,000 Closed
PFGIA
77
Patriot Financial Group Insurance Agency
Massachusetts
$88K +$444 +45 +0.5%
CCM
78
Covington Capital Management
California
$80K
SSB
79
Sandy Spring Bank
Maryland
$66K
GWM
80
Geneos Wealth Management
Colorado
$58K
ACS
81
Archford Capital Strategies
Illinois
$51K +$48.9K +4,949 New
IA
82
IFP Advisors
Florida
$45K
APA
83
American Portfolios Advisors
New York
$43.2K
Bank of Montreal
84
Bank of Montreal
Ontario, Canada
$38K -$3.1M -313,998 -99%
RCAG
85
Rehmann Capital Advisory Group
Michigan
$36K +$35.9K +3,634 New
TFS
86
TrustCore Financial Services
Tennessee
$30K -$190K -19,211 -86%
OIA
87
Optimum Investment Advisors
Illinois
$30K -$125K -12,709 -81%
US Bancorp
88
US Bancorp
Minnesota
$30K
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
$28K
JCM
90
Jacobi Capital Management
Pennsylvania
$26K +$494 +50 +2%
DBT
91
Dubuque Bank & Trust
Iowa
$25K -$1.14K -115 -4%
CAC
92
Certified Advisory Corp
Florida
$24K +$464 +47 +2%
FWM
93
Focused Wealth Management
New York
$16K
SEI Investments
94
SEI Investments
Pennsylvania
$10K -$5.84K -592 -38%
FNB
95
Farmers National Bank
Kentucky
$10K
PA
96
Parallel Advisors
California
$8K +$2.16K +219 +38%
FFW
97
Fusion Family Wealth
New York
$5K
EWM
98
Edge Wealth Management
New York
$4K -$28.2K -2,859 -88%
ASN
99
Advisory Services Network
Georgia
$4K +$1.45K +147 +61%
PCG
100
Private Capital Group
Connecticut
$4K +$4.22K +427 New