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Nuveen Preferred & Income Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
EH
126
Equitable Holdings
New York
$314K +$13.2K +1,682 +4%
FMC
127
First Merchants Corp
Indiana
$310K
CS
128
Clear Street
New York
$307K +$307K +39,016 New
WT
129
Whittier Trust
California
$295K +$71.8K +9,132 +32%
KWA
130
Kingswood Wealth Advisors
California
$293K
HIP
131
HUB Investment Partners
Texas
$287K -$9.35K -1,189 -3%
Northwestern Mutual Wealth Management
132
Northwestern Mutual Wealth Management
Wisconsin
$286K -$65.6K -8,339 -19%
LWM
133
Liberty Wealth Management
California
$286K
SOS
134
Silver Oak Securities
Tennessee
$284K -$23.7K -3,010 -8%
DWP
135
Daymark Wealth Partners
Ohio
$271K -$6.68K -850 -2%
PFGIA
136
Patriot Financial Group Insurance Agency
Massachusetts
$270K -$273K -34,712 -50%
PWA
137
Prairie Wealth Advisors
Nebraska
$270K
FAOAI
138
Fund Advisors of America Inc
Florida
$259K +$5.5K +700 +2%
Baird Financial Group
139
Baird Financial Group
Wisconsin
$252K
SAM
140
Smithbridge Asset Management
Pennsylvania
$252K -$488 -62 -0.2%
KA
141
Kovack Advisors
Florida
$252K -$36.9K -4,691 -13%
IWC
142
Integrated Wealth Concepts
Massachusetts
$249K +$142K +17,996 +132%
CWP
143
Concord Wealth Partners
Virginia
$247K +$24.7K +3,146 +11%
MHS
144
M Holdings Securities
Oregon
$245K +$25.4K +3,231 +12%
DADC
145
D.A. Davidson & Co
Montana
$245K -$15.6K -1,980 -6%
MYIA
146
Mount Yale Investment Advisors
Colorado
$243K +$4.15K +528 +2%
FAG
147
Fortitude Advisory Group
Washington
$242K
VAS
148
Vestmark Advisory Solutions
Massachusetts
$241K +$12K +1,528 +5%
JLBC
149
J.L. Bainbridge & Co
Florida
$241K +$70.3K +8,942 +41%
MG
150
Marex Group
$236K +$236K +30,000 New