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Nuveen Preferred & Income Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
VF
126
Virtu Financial
New York
$287K +$308K +38,097 New
LWM
127
Liberty Wealth Management
California
$286K -$3.27K -405 -1%
HF
128
HRT Financial
New York
$284K +$305K +37,687 New
HIP
129
HUB Investment Partners
Texas
$283K +$106K +13,116 +54%
KA
130
Kovack Advisors
Florida
$281K +$21.5K +2,656 +8%
KWA
131
Kingswood Wealth Advisors
California
$280K +$46.8K +5,790 +18%
DWP
132
Daymark Wealth Partners
Ohio
$266K +$6.87K +850 +2%
CPSAC
133
Chas P. Smith & Associates (CPS)
Florida
$264K -$60.6K -7,500 -18%
Creative Planning
134
Creative Planning
Kansas
$258K +$38.1K +4,713 +16%
PWA
135
Prairie Wealth Advisors
Nebraska
$258K
DADC
136
D.A. Davidson & Co
Montana
$249K -$30.1K -3,725 -10%
AWA
137
Arkadios Wealth Advisors
Georgia
$249K +$267K +32,979 New
FAOAI
138
Fund Advisors of America Inc
Florida
$243K -$5.26K -651 -2%
SAM
139
Smithbridge Asset Management
Pennsylvania
$242K +$259K +32,062 New
Baird Financial Group
140
Baird Financial Group
Wisconsin
$241K -$11.2K -1,382 -4%
PTC
141
Private Trust Company
Ohio
$235K
FAG
142
Fortitude Advisory Group
Washington
$232K
MYIA
143
Mount Yale Investment Advisors
Colorado
$229K -$17.6K -2,174 -7%
OC
144
Oppenheimer & Co
New York
$226K +$436 +54 +0.2%
MHS
145
M Holdings Securities
Oregon
$223K -$1.43K -177 -0.6%
FFA
146
Farther Finance Advisors
California
$222K +$54.7K +6,766 +31%
PWA
147
Physician Wealth Advisors
Utah
$221K
VAS
148
Vestmark Advisory Solutions
Massachusetts
$219K -$21.6K -2,674 -8%
Bank of New York Mellon
149
Bank of New York Mellon
New York
$218K +$84.5K +10,455 +57%
WT
150
Whittier Trust
California
$218K +$20.7K +2,565 +10%