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Nuveen Preferred & Income Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
RW
101
RVW Wealth
California
$395K
TC
102
TownSquare Capital
Utah
$377K +$355K +55,804 New
MTIM
103
Marathon Trading Investment Management
Pennsylvania
$372K +$350K +55,000 New
GP
104
Gridiron Partners
Pennsylvania
$358K +$337K +52,969 New
HI
105
Harbour Investments
Wisconsin
$351K +$67.3K +10,579 +26%
CL
106
CSS LLC
Illinois
$349K +$328K +51,605 New
LOPW
107
Live Oak Private Wealth
North Carolina
$348K
IAIM
108
International Assets Investment Management
Florida
$333K +$313K +49,259 New
WLPWM
109
Walled Lake Planning & Wealth Management
Illinois
$329K +$310K +48,719 New
BRWA
110
B. Riley Wealth Advisors
Florida
$329K +$238K +37,391 +331%
OWMIAS
111
One Wealth Management Investment & Advisory Services
Florida
$324K +$305K +47,965 New
4WM
112
49 Wealth Management
Texas
$314K +$295K +46,409 New
RJT
113
Raymond James Trust
Florida
$301K +$283K +44,513 New
Mercer Global Advisors
114
Mercer Global Advisors
Colorado
$296K +$279K +43,820 New
SCA
115
Sage Capital Advisors
South Dakota
$296K +$278K +43,728 New
IAG
116
Investmark Advisory Group
Connecticut
$284K +$267K +42,030 New
EAM
117
Eschler Asset Management
United Kingdom
$282K +$248K +39,000 New
CTC
118
Central Trust Company
Missouri
$276K +$260K +40,832 New
IAMOG
119
Investors Asset Management of Georgia
Georgia
$276K +$38.2K +6,000 +17%
PFGIA
120
Patriot Financial Group Insurance Agency
Massachusetts
$268K +$252K +39,643 New
CCG
121
Catalina Capital Group
California
$267K +$251K +39,429 New
CRC
122
Curi RMB Capital
Illinois
$254K
AAS
123
Avantax Advisory Services
Texas
$250K +$235K +37,019 New
IFG
124
Independent Financial Group
California
$245K +$143K +22,508 +164%
PIWA
125
Prevail Innovative Wealth Advisors
Kansas
$240K +$226K +35,493 New