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Nuveen Preferred & Income Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
101
MML Investors Services
Massachusetts
$453K -$9.44K -1,162 -2%
WLPWM
102
Walled Lake Planning & Wealth Management
Illinois
$448K
GP
103
Gridiron Partners
Pennsylvania
$430K
BRWA
104
B. Riley Wealth Advisors
Florida
$429K
Citadel Advisors
105
Citadel Advisors
Florida
$428K -$478K -58,851 -53%
GRP
106
Global Retirement Partners
California
$427K +$419K +51,566 +5,016%
Rockefeller Capital Management
107
Rockefeller Capital Management
New York
$423K -$83.1K -10,230 -16%
FMC
108
First Merchants Corp
Indiana
$419K +$419K +51,643 New
OFA
109
Onyx Financial Advisors
Idaho
$407K +$99.9K +12,301 +33%
TA
110
Tectonic Advisors
Texas
$406K
CSA
111
Cottage Street Advisors
Massachusetts
$404K -$180K -22,108 -31%
CIA
112
Concurrent Investment Advisors
Florida
$403K +$3.89K +479 +1%
Pathstone Holdings
113
Pathstone Holdings
New Jersey
$402K +$200K +24,570 +98%
OWCM
114
One Wealth Capital Management
Arizona
$398K
NAS
115
NWF Advisory Services
California
$381K +$2.89K +356 +0.8%
IAG
116
Investmark Advisory Group
Connecticut
$369K +$1.89K +233 +0.5%
CA
117
Carson Advisory
Georgia
$365K -$6.5K -800 -2%
OA
118
Operose Advisors
Wisconsin
$361K
SAI
119
Savvy Advisors Inc
New York
$351K +$351K +43,265 New
CPSAC
120
Chas P. Smith & Associates (CPS)
Florida
$345K
AAS
121
Ameritas Advisory Services
Nebraska
$342K -$127K -15,589 -27%
SCA
122
Sage Capital Advisors
South Dakota
$342K +$8.23K +1,014 +2%
Northwestern Mutual Wealth Management
123
Northwestern Mutual Wealth Management
Wisconsin
$332K -$6.26K -771 -2%
SOS
124
Silver Oak Securities
Tennessee
$320K +$68K +8,370 +27%
LWM
125
Liberty Wealth Management
California
$311K +$311K +38,295 New