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Nuveen Preferred & Income Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
OWCM
101
One Wealth Capital Management
Arizona
$382K
PFS
102
Prospera Financial Services
Texas
$374K +$38.1K +4,780 +11%
IAMOG
103
Investors Asset Management of Georgia
Georgia
$368K +$7.98K +1,000 +2%
SCA
104
Sage Capital Advisors
South Dakota
$367K -$36.4K -4,566 -9%
PD
105
Planning Directions
Pennsylvania
$363K +$363K +45,549 New
AAS
106
Avantax Advisory Services
Texas
$354K -$49.7K -6,230 -12%
OA
107
Operose Advisors
Wisconsin
$354K
NAS
108
NWF Advisory Services
California
$349K +$349K +43,785 New
IAG
109
Investmark Advisory Group
Connecticut
$347K -$7.7K -965 -2%
HIP
110
HUB Investment Partners
Texas
$326K -$72 -9 -0%
IA
111
IFG Advisory
Georgia
$323K +$4.4K +551 +1%
OC
112
Oppenheimer & Co
New York
$315K -$7.88K -988 -2%
Mercer Global Advisors
113
Mercer Global Advisors
Colorado
$300K +$29.3K +3,666 +11%
CRC
114
Curi RMB Capital
Illinois
$295K +$293K +36,775 New
JIR
115
James Investment Research
Ohio
$291K
NFC
116
Northstar Financial Companies
Pennsylvania
$285K -$69.4K -8,696 -20%
BC
117
Burney Company
Virginia
$277K
CL
118
Choreo LLC
Illinois
$276K -$70K -8,773 -20%
PFGIA
119
Patriot Financial Group Insurance Agency
Massachusetts
$265K +$40 +5 +0%
CIA
120
Concurrent Investment Advisors
Florida
$259K +$40.6K +5,089 +19%
UFA
121
Uptown Financial Advisors
Texas
$252K +$50.3K +6,300 +25%
Fifth Third Bancorp
122
Fifth Third Bancorp
Ohio
$249K +$53.4K +6,690 +27%
PWA
123
Prairie Wealth Advisors
Nebraska
$242K -$28.5K -3,567 -11%
TCA
124
Transcend Capital Advisors
New Jersey
$237K
Bank of New York Mellon
125
Bank of New York Mellon
New York
$236K +$85.1K +10,660 +56%