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Nuveen Preferred & Income Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
TA
101
Tectonic Advisors
Texas
$393K +$402K +50,000 New
OWCM
102
One Wealth Capital Management
Arizona
$377K +$386K +47,965 New
CA
103
Carson Advisory
Georgia
$373K -$66K -8,205 -15%
SPIA
104
Steward Partners Investment Advisory
New York
$371K +$144K +17,845 +61%
IAMOG
105
Investors Asset Management of Georgia
Georgia
$356K
IAG
106
Investmark Advisory Group
Connecticut
$350K -$467 -58 -0.1%
NFC
107
Northstar Financial Companies
Pennsylvania
$350K +$358K +44,483 New
OA
108
Operose Advisors
Wisconsin
$349K
CL
109
Choreo LLC
Illinois
$341K -$617K -76,741 -64%
PFS
110
Prospera Financial Services
Texas
$332K -$21.8K -2,713 -6%
HIP
111
HUB Investment Partners
Texas
$322K -$10.3K -1,282 -3%
OC
112
Oppenheimer & Co
New York
$319K -$55K -6,832 -14%
Rockefeller Capital Management
113
Rockefeller Capital Management
New York
$316K +$99.4K +12,359 +44%
IA
114
IFG Advisory
Georgia
$315K +$322K +40,081 New
LNWWM
115
Laird Norton Wetherby Wealth Management
California
$299K
PMWMG
116
Parr McKnight Wealth Management Group
Minnesota
$297K +$304K +37,846 New
JIR
117
James Investment Research
Ohio
$287K
SG
118
StoneX Group
New York
$275K +$16.6K +2,060 +6%
BC
119
Burney Company
Virginia
$274K -$51.6K -6,421 -16%
Mercer Global Advisors
120
Mercer Global Advisors
Colorado
$267K -$240K -29,890 -47%
PWA
121
Prairie Wealth Advisors
Nebraska
$265K +$4.02K +500 +2%
Pathstone Holdings
122
Pathstone Holdings
New Jersey
$263K +$70.5K +8,760 +35%
PFGIA
123
Patriot Financial Group Insurance Agency
Massachusetts
$262K +$88 +11 +0%
PAS
124
Park Avenue Securities
New York
$260K -$62.8K -7,807 -19%
PTC
125
Private Trust Company
Ohio
$245K