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Nuveen Preferred & Income Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PS
101
Principal Securities
Iowa
$481K -$45.9K -5,656 -9%
AAS
102
Ameritas Advisory Services
Nebraska
$474K +$29.6K +3,649 +7%
MFWP
103
Mosaic Family Wealth Partners
Missouri
$473K
MML Investors Services
104
MML Investors Services
Massachusetts
$467K +$226K +27,837 +95%
KPWS
105
Kestra Private Wealth Services
Texas
$461K +$149K +18,374 +49%
WLPWM
106
Walled Lake Planning & Wealth Management
Illinois
$453K
GP
107
Gridiron Partners
Pennsylvania
$434K
BRWA
108
B. Riley Wealth Advisors
Florida
$434K +$23.9K +2,953 +6%
TA
109
Tectonic Advisors
Texas
$410K
CIA
110
Concurrent Investment Advisors
Florida
$404K +$119K +14,685 +43%
OWCM
111
One Wealth Capital Management
Arizona
$402K +$8.6K +1,060 +2%
LNWWM
112
Laird Norton Wetherby Wealth Management
California
$402K +$97.3K +12,000 +32%
DADC
113
D.A. Davidson & Co
Montana
$383K +$213K +26,299 +129%
NAS
114
NWF Advisory Services
California
$382K +$24.3K +2,998 +7%
CA
115
Carson Advisory
Georgia
$376K
IAG
116
Investmark Advisory Group
Connecticut
$371K +$12.7K +1,565 +4%
OA
117
Operose Advisors
Wisconsin
$365K
IWC
118
Integrated Wealth Concepts
Massachusetts
$353K +$259K +31,960 +287%
CPSAC
119
Chas P. Smith & Associates (CPS)
Florida
$349K
Northwestern Mutual Wealth Management
120
Northwestern Mutual Wealth Management
Wisconsin
$342K -$65.1K -8,023 -16%
SCA
121
Sage Capital Advisors
South Dakota
$338K -$6.57K -810 -2%
PS
122
Portfolio Strategies
New York
$333K +$330K +40,638 New
QCM
123
Quantinno Capital Management
New York
$311K +$219K +26,986 +246%
OFA
124
Onyx Financial Advisors
Idaho
$310K
KWA
125
Kingswood Wealth Advisors
California
$298K +$295K +36,400 New