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Nuveen Preferred & Income Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MHFA
76
Mission Hills Financial Advisory
California
$588K +$452K +58,320 +389%
LFAS
77
Level Four Advisory Services
Texas
$578K +$1.31K +169 +0.2%
RW
78
RVW Wealth
California
$569K
ACMG
79
Anchor Capital Management Group
California
$561K
AHL
80
Abel Hall LLC
Louisiana
$561K +$465K +60,000 +600%
RIL
81
Rothschild Investment LLC
Illinois
$557K -$2.78M -358,119 -84%
SC
82
Stolper & Co
Oklahoma
$555K +$20K +2,584 +4%
CWM
83
Centurion Wealth Management
Virginia
$550K -$6.58K -849 -1%
PS
84
Principal Securities
Iowa
$516K -$52.5K -6,771 -10%
Rockefeller Capital Management
85
Rockefeller Capital Management
New York
$502K +$486K +62,643 New
IAIM
86
International Assets Investment Management
Florida
$497K +$82.9K +10,694 +21%
MFWP
87
Mosaic Family Wealth Partners
Missouri
$469K
UB
88
UMB Bank
Missouri
$449K
WLPWM
89
Walled Lake Planning & Wealth Management
Illinois
$443K
SFS
90
Shaker Financial Services
Virginia
$442K +$13.2K +1,700 +3%
AAS
91
Ameritas Advisory Services
Nebraska
$434K +$30.8K +3,975 +8%
SG
92
StoneX Group
New York
$429K +$18.1K +2,334 +5%
GP
93
Gridiron Partners
Pennsylvania
$425K
PFS
94
Prospera Financial Services
Texas
$413K +$35.3K +4,558 +10%
LOPW
95
Live Oak Private Wealth
North Carolina
$413K
HI
96
Harbour Investments
Wisconsin
$410K
Comerica Bank
97
Comerica Bank
Texas
$404K -$76.7K -9,897 -16%
TA
98
Tectonic Advisors
Texas
$401K
BRWA
99
B. Riley Wealth Advisors
Florida
$401K -$134K -17,314 -26%
Northwestern Mutual Wealth Management
100
Northwestern Mutual Wealth Management
Wisconsin
$398K -$11K -1,414 -3%