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Nuveen Preferred & Income Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
76
Exencial Wealth Advisors
Oklahoma
$150K -$51.4K -7,090 -26%
MCC
77
Money Concepts Capital
Florida
$148K +$148K +20,364 New
ICG
78
InterOcean Capital Group
Tennessee
$146K
SIG
79
Stonegate Investment Group
Alabama
$143K
AWS
80
Atria Wealth Solutions
New York
$140K -$3.63K -500 -3%
LF
81
LifeSteps Financial
California
$139K +$139K +19,100 New
IFG
82
Independent Financial Group
California
$139K
CA
83
CoreCap Advisors
Michigan
$139K +$3.02K +417 +2%
BRWA
84
B. Riley Wealth Advisors
Florida
$137K +$46.5K +6,406 +52%
Creative Planning
85
Creative Planning
Kansas
$136K -$15.3K -2,110 -10%
SRC
86
Shufro Rose & Co
New York
$127K
SHGA
87
Sand Hill Global Advisors
California
$124K +$123K +16,990 New
OA
88
Oxbow Advisors
Texas
$121K
Cetera Investment Advisers
89
Cetera Investment Advisers
Illinois
$119K +$28K +3,853 +31%
SPIA
90
Steward Partners Investment Advisory
New York
$116K -$21.4K -2,956 -16%
SPC
91
Sigma Planning Corp
Michigan
$107K +$7.63K +1,052 +8%
WAM
92
Wolverine Asset Management
Illinois
$106K +$106K +14,589 New
DC
93
Davenport & Co
Virginia
$105K
BPA
94
Beacon Pointe Advisors
California
$104K -$5.31K -732 -5%
TSS
95
Two Sigma Securities
New York
$104K +$104K +14,331 New
Walleye Capital
96
Walleye Capital
New York
$101K +$16.2K +2,231 +19%
SIA
97
Schechter Investment Advisors
Michigan
$96.3K
BCMLT
98
Beacon Capital Management LLC (Tennessee)
Tennessee
$93.2K
Cerity Partners
99
Cerity Partners
New York
$91.4K +$91.1K +12,552 New
SVWAG
100
Sound View Wealth Advisors Group
Georgia
$79.6K +$85.4K +11,770 New