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Nuveen Preferred & Income Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
76
HighTower Advisors
Illinois
$637K -$2.03M -285,927 -76%
BIA
77
Benchmark Investment Advisors
Illinois
$633K +$625K +88,000 New
Comerica Bank
78
Comerica Bank
Texas
$629K -$15.4K -2,171 -2%
SWM
79
Spire Wealth Management
Virginia
$616K +$102K +14,348 +20%
AWM
80
Accel Wealth Management
Iowa
$605K +$8.13K +1,145 +1%
ASFA
81
All Season Financial Advisors
Colorado
$603K +$33.5K +4,715 +6%
CL
82
Choreo LLC
Illinois
$599K +$592K +83,362 New
PS
83
Principal Securities
Iowa
$579K -$6.13K -864 -1%
MSA
84
Marino Stram & Associates
Massachusetts
$569K
EP
85
Eudaimonia Partners
Tennessee
$568K -$65.7K -9,259 -10%
AWS
86
Atria Wealth Solutions
New York
$534K -$175K -24,648 -25%
DAS
87
Diversify Advisory Services
Utah
$523K +$518K +73,000 New
LFAS
88
Level Four Advisory Services
Texas
$516K
FEG
89
Financial Enhancement Group
Indiana
$497K -$18.4K -2,591 -3%
SC
90
Stolper & Co
Oklahoma
$494K +$4.8K +676 +1%
Northwestern Mutual Wealth Management
91
Northwestern Mutual Wealth Management
Wisconsin
$439K +$13.8K +1,940 +3%
MFWP
92
Mosaic Family Wealth Partners
Missouri
$428K -$121K -17,117 -22%
RW
93
RVW Wealth
California
$421K
HIP
94
HUB Investment Partners
Texas
$419K +$167K +23,489 +68%
WLPWM
95
Walled Lake Planning & Wealth Management
Illinois
$397K +$46.5K +6,550 +13%
TC
96
TownSquare Capital
Utah
$390K -$11.1K -1,557 -3%
GP
97
Gridiron Partners
Pennsylvania
$381K
HI
98
Harbour Investments
Wisconsin
$373K
CL
99
CSS LLC
Illinois
$371K
LOPW
100
Live Oak Private Wealth
North Carolina
$370K