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Nuveen Preferred & Income Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MFWP
101
Mosaic Family Wealth Partners
Missouri
$484K
CWM
102
Centurion Wealth Management
Virginia
$463K -$64.9K -8,252 -12%
AAS
103
Ameritas Advisory Services
Nebraska
$450K +$117K +14,892 +35%
WE
104
Wealth Effects
Massachusetts
$442K
RWM
105
Ritholtz Wealth Management
New York
$436K +$435K +55,306 New
WLPWM
106
Walled Lake Planning & Wealth Management
Illinois
$436K
Rockefeller Capital Management
107
Rockefeller Capital Management
New York
$426K +$31.5K +4,000 +8%
CWP
108
Core Wealth Partners
California
$419K +$419K +53,224 New
MML Investors Services
109
MML Investors Services
Massachusetts
$419K -$2.52K -320 -0.6%
BRWA
110
B. Riley Wealth Advisors
Florida
$407K
CIA
111
Concurrent Investment Advisors
Florida
$407K +$15.1K +1,925 +4%
CSA
112
Cottage Street Advisors
Massachusetts
$400K +$7.64K +972 +2%
OFA
113
Onyx Financial Advisors
Idaho
$395K
IAG
114
Investmark Advisory Group
Connecticut
$381K +$2.08K +264 +0.5%
KPWS
115
Kestra Private Wealth Services
Texas
$374K -$295K -37,533 -44%
SAI
116
Savvy Advisors Inc
New York
$371K -$48.8K -6,203 -12%
HF
117
HRT Financial
New York
$359K +$62.1K +7,900 +21%
SCA
118
Sage Capital Advisors
South Dakota
$352K +$6.23K +792 +2%
OA
119
Operose Advisors
Wisconsin
$350K
NAS
120
NWF Advisory Services
California
$337K -$31.5K -4,000 -9%
ACM
121
Advance Capital Management
Michigan
$336K +$210K +26,755 +168%
GRP
122
Global Retirement Partners
California
$333K +$332K +42,204 New
CA
123
Carson Advisory
Georgia
$328K
IWM
124
IHT Wealth Management
Illinois
$324K -$37.3K -4,742 -10%
CRC
125
Curi RMB Capital
Illinois
$320K -$162K -20,619 -34%