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Nuveen Preferred & Income Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
APA
101
American Portfolios Advisors
New York
$72.9K
APWA
102
Atlas Private Wealth Advisors
New Jersey
$70K
JIR
103
James Investment Research
Ohio
$70K
OC
104
Oakworth Capital
Alabama
$60K
AFG
105
Albion Financial Group
Utah
$50K +$48.7K +5,000 New
CFA
106
Carroll Financial Associates
North Carolina
$49K
AWA
107
Arkadios Wealth Advisors
Georgia
$49K +$38.7K +3,970 +414%
SIS
108
Sound Income Strategies
Florida
$39K
GWM
109
Geneos Wealth Management
Colorado
$35K
BBHC
110
Brown Brothers Harriman & Co
New York
$29K
TJHA
111
Thomas J. Herzfeld Advisors
Florida
$28K
HNB
112
Huntington National Bank
Ohio
$25K
ASN
113
Advisory Services Network
Georgia
$22K +$21.5K +2,211 New
FWM
114
Focused Wealth Management
New York
$16K
RFA
115
Reilly Financial Advisors
California
$14K
JCM
116
Jacobi Capital Management
Pennsylvania
$12K
PFBT
117
Parkside Financial Bank & Trust
Missouri
$10K +$9.72K +998 New
FA
118
Financial Avengers
California
$9K
AssetMark Inc
119
AssetMark Inc
California
$9K +$8.98K +922 New
CT
120
Caldwell Trust
Florida
$6.68K
NFG
121
Next Financial Group
Texas
$5K
FHC
122
First Horizon Corporation
Tennessee
$3K +$3.9K +400 New
VNA
123
Valley National Advisers
Pennsylvania
$2K +$2.09K +215 New
Carson Wealth (CWM LLC)
124
Carson Wealth (CWM LLC)
Nebraska
$1K
PA
125
Parallel Advisors
California
$1K