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Nuveen Preferred & Income Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
IFG
76
Independent Financial Group
California
$760K +$56.8K +6,992 +8%
TCM
77
Triumph Capital Management
Colorado
$734K +$28.2K +3,473 +4%
SWM
78
Spire Wealth Management
Virginia
$716K -$12.1K -1,494 -2%
MHFA
79
Mission Hills Financial Advisory
California
$705K +$110K +13,579 +19%
MSA
80
Marino Stram & Associates
Massachusetts
$702K
Mariner
81
Mariner
Kansas
$696K +$26.7K +3,283 +4%
SDAM
82
Shulman DeMeo Asset Management
New York
$692K -$30.1K -3,700 -4%
LFAS
83
Level Four Advisory Services
Texas
$679K +$78.7K +9,692 +13%
SG
84
StoneX Group
New York
$629K -$43.1K -5,305 -6%
BI
85
Bramshill Investments
Florida
$615K +$4.21K +519 +0.7%
CRC
86
Curi RMB Capital
Illinois
$613K
RW
87
RVW Wealth
California
$575K
ACMG
88
Anchor Capital Management Group
California
$574K
AHL
89
Abel Hall LLC
Louisiana
$568K
AWM
90
Accel Wealth Management
Iowa
$554K -$19K -2,336 -3%
CWM
91
Centurion Wealth Management
Virginia
$549K -$2.45K -302 -0.4%
PS
92
Principal Securities
Iowa
$548K +$72.4K +8,917 +15%
PFS
93
Prospera Financial Services
Texas
$547K -$13.4K -1,648 -2%
RIL
94
Rothschild Investment LLC
Illinois
$537K -$18.5K -2,274 -3%
LOPW
95
Live Oak Private Wealth
North Carolina
$532K
Comerica Bank
96
Comerica Bank
Texas
$517K -$7.7K -948 -1%
IAMOG
97
Investors Asset Management of Georgia
Georgia
$513K +$16.2K +2,000 +3%
MFWP
98
Mosaic Family Wealth Partners
Missouri
$474K
IAIM
99
International Assets Investment Management
Florida
$462K -$40.6K -4,997 -8%
CAI
100
Capital Advisors Inc
Oklahoma
$453K +$453K +55,837 New