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Nuveen Preferred & Income Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
IFG
126
Independent Financial Group
California
$268K +$7.59K +1,070 +3%
CRC
127
Curi RMB Capital
Illinois
$266K -$3.83K -540 -1%
JIR
128
James Investment Research
Ohio
$262K +$259K +36,500 New
AAS
129
Avantax Advisory Services
Texas
$257K -$9.53K -1,343 -4%
PWA
130
Prairie Wealth Advisors
Nebraska
$248K +$243K +34,227 New
CA
131
Carson Advisory
Georgia
$242K +$102K +14,400 +75%
PM
132
Penbrook Management
New York
$242K
SG
133
StoneX Group
New York
$237K +$146K +20,588 +168%
PTC
134
Private Trust Company
Ohio
$224K
SRC
135
Shufro Rose & Co
New York
$222K +$94.9K +13,373 +76%
PCM
136
Parsons Capital Management
Rhode Island
$219K
NAS
137
NWF Advisory Services
California
$217K +$10.6K +1,500 +5%
AO
138
Advisor OS
Illinois
$208K
BPA
139
Beacon Pointe Advisors
California
$200K +$73.8K +10,396 +60%
Wealth Enhancement Advisory Services
140
Wealth Enhancement Advisory Services
Minnesota
$198K -$49.6K -6,994 -20%
DSC
141
Duncker Streett & Co
Missouri
$197K
CIA
142
Concurrent Investment Advisors
Florida
$196K -$18.7K -2,635 -9%
Bank of New York Mellon
143
Bank of New York Mellon
New York
$196K +$194K +27,289 New
CSC
144
Caldwell Sutter Capital
California
$195K -$47.7K -6,720 -20%
IC
145
IEQ Capital
California
$191K +$65.4K +9,215 +53%
SCA
146
Snowden Capital Advisors
New York
$186K +$170 +24 +0.1%
BFG
147
Berger Financial Group
Minnesota
$180K -$28.4K -4,007 -14%
KeyBank National Association
148
KeyBank National Association
Ohio
$179K
PFS
149
Prospera Financial Services
Texas
$176K -$48.3K -6,802 -22%
FAG
150
Fortitude Advisory Group
Washington
$175K +$26.3K +3,699 +18%