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Nuveen Preferred & Income Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
ACMG
76
Anchor Capital Management Group
California
$550K +$563K +70,000 New
CWM
77
Centurion Wealth Management
Virginia
$545K +$89.6K +11,143 +19%
BRWA
78
B. Riley Wealth Advisors
Florida
$527K -$145K -18,064 -21%
SWM
79
Spire Wealth Management
Virginia
$526K +$15.7K +1,956 +3%
SC
80
Stolper & Co
Oklahoma
$518K -$10.7K -1,330 -2%
Comerica Bank
81
Comerica Bank
Texas
$482K -$184K -22,847 -27%
KWA
82
Kingswood Wealth Advisors
California
$475K +$200K +24,872 +70%
AWM
83
Axxcess Wealth Management
California
$471K +$482K +59,935 New
KPWS
84
Kestra Private Wealth Services
Texas
$461K +$124K +15,474 +36%
MFWP
85
Mosaic Family Wealth Partners
Missouri
$459K
Wealth Enhancement Advisory Services
86
Wealth Enhancement Advisory Services
Minnesota
$458K +$277K +34,384 +144%
WLPWM
87
Walled Lake Planning & Wealth Management
Illinois
$434K
IAIM
88
International Assets Investment Management
Florida
$432K +$43.3K +5,388 +11%
TC
89
TownSquare Capital
Utah
$424K +$732 +91 +0.2%
BP
90
Ballentine Partners
Massachusetts
$422K +$432K +53,693 New
AC
91
Aristides Capital
Kentucky
$419K +$428K +53,250 New
GP
92
Gridiron Partners
Pennsylvania
$416K
Northwestern Mutual Wealth Management
93
Northwestern Mutual Wealth Management
Wisconsin
$408K -$43.9K -5,460 -10%
LOPW
94
Live Oak Private Wealth
North Carolina
$404K
IAA
95
Independent Advisor Alliance
North Carolina
$404K +$413K +51,348 New
HI
96
Harbour Investments
Wisconsin
$401K +$1K +125 +0.2%
IFG
97
Independent Financial Group
California
$399K +$48.8K +6,067 +14%
AAS
98
Avantax Advisory Services
Texas
$399K +$78.1K +9,714 +24%
SCA
99
Sage Capital Advisors
South Dakota
$398K -$33.8K -4,198 -8%
AAS
100
Ameritas Advisory Services
Nebraska
$394K +$25.1K +3,124 +7%