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Nuveen Preferred & Income Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
IFG
76
Independent Financial Group
California
$711K +$58.8K +7,246 +9%
MSA
77
Marino Stram & Associates
Massachusetts
$710K
VF
78
Virtu Financial
New York
$698K +$691K +85,144 New
SG
79
StoneX Group
New York
$685K +$241K +29,716 +56%
Mariner
80
Mariner
Kansas
$677K -$53.3K -6,570 -7%
HI
81
Harbour Investments
Wisconsin
$663K +$242K +29,790 +58%
CRC
82
Curi RMB Capital
Illinois
$623K +$315K +38,797 +105%
BI
83
Bramshill Investments
Florida
$617K -$102K -12,629 -14%
LFAS
84
Level Four Advisory Services
Texas
$607K +$15.7K +1,935 +3%
MHFA
85
Mission Hills Financial Advisory
California
$601K
UB
86
UMB Bank
Missouri
$594K +$134K +16,499 +29%
CSA
87
Cottage Street Advisors
Massachusetts
$589K +$583K +71,890 New
RW
88
RVW Wealth
California
$582K
AWM
89
Accel Wealth Management
Iowa
$579K -$22.3K -2,751 -4%
AHL
90
Abel Hall LLC
Louisiana
$574K
ACMG
91
Anchor Capital Management Group
California
$574K
EAM
92
Everstar Asset Management
North Carolina
$566K +$560K +69,074 New
PFS
93
Prospera Financial Services
Texas
$566K +$142K +17,527 +34%
RIL
94
Rothschild Investment LLC
Illinois
$562K -$7.22K -890 -1%
CWM
95
Centurion Wealth Management
Virginia
$558K -$3.88K -479 -0.7%
LOPW
96
Live Oak Private Wealth
North Carolina
$538K +$114K +14,112 +27%
Comerica Bank
97
Comerica Bank
Texas
$530K +$115K +14,229 +28%
Rockefeller Capital Management
98
Rockefeller Capital Management
New York
$512K -$1.66K -204 -0.3%
IAMOG
99
Investors Asset Management of Georgia
Georgia
$502K +$109K +13,500 +28%
IAIM
100
International Assets Investment Management
Florida
$501K