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Nuveen Preferred & Income Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
76
Level Four Advisory Services
Texas
$572K -$12.3K -1,537 -2%
RW
77
RVW Wealth
California
$565K
DWM
78
Diversify Wealth Management
Utah
$564K
PS
79
Principal Securities
Iowa
$559K
ACMG
80
Anchor Capital Management Group
California
$557K
CWM
81
Centurion Wealth Management
Virginia
$545K
SWM
82
Spire Wealth Management
Virginia
$544K +$11.9K +1,493 +2%
BRWA
83
B. Riley Wealth Advisors
Florida
$536K +$1.92K +241 +0.4%
SC
84
Stolper & Co
Oklahoma
$531K +$6.05K +758 +1%
Comerica Bank
85
Comerica Bank
Texas
$480K -$8.19K -1,026 -2%
MFWP
86
Mosaic Family Wealth Partners
Missouri
$465K
UB
87
UMB Bank
Missouri
$446K +$447K +55,993 New
TC
88
TownSquare Capital
Utah
$440K +$11.3K +1,415 +3%
WLPWM
89
Walled Lake Planning & Wealth Management
Illinois
$440K
SFS
90
Shaker Financial Services
Virginia
$422K +$311K +39,035 +280%
GP
91
Gridiron Partners
Pennsylvania
$422K
KPWS
92
Kestra Private Wealth Services
Texas
$417K -$50K -6,261 -11%
LOPW
93
Live Oak Private Wealth
North Carolina
$410K
IAIM
94
International Assets Investment Management
Florida
$408K -$22.3K -2,789 -5%
SG
95
StoneX Group
New York
$407K +$126K +15,781 +45%
Northwestern Mutual Wealth Management
96
Northwestern Mutual Wealth Management
Wisconsin
$407K -$6.64K -832 -2%
HI
97
Harbour Investments
Wisconsin
$407K
TA
98
Tectonic Advisors
Texas
$398K
CA
99
Carson Advisory
Georgia
$397K +$19.4K +2,428 +5%
AAS
100
Ameritas Advisory Services
Nebraska
$394K