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Nuveen Preferred & Income Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
IPWA
151
International Private Wealth Advisors
California
$175K +$5.4K +671 +3%
AWM
152
Apollon Wealth Management
South Carolina
$172K +$77.6K +9,653 +79%
WA
153
WealthTrust Axiom
Pennsylvania
$171K
WB
154
WesBanco Bank
West Virginia
$169K
CSIC
155
Clifford Swan Investment Counsel
California
$168K
LA
156
LexAurum Advisors
Kansas
$168K
AFP
157
Ausdal Financial Partners
Iowa
$166K +$8.72K +1,084 +5%
RIA
158
Realta Investment Advisors
Delaware
$165K +$2.81K +349 +2%
SCM
159
Sage Capital Management
New Jersey
$165K
SFC
160
Strategic Financial Concepts
Texas
$164K +$81.3K +10,105 +94%
TFGT
161
TS Financial Group (TSFG)
Illinois
$159K
WW
162
Waterfront Wealth
Kansas
$155K
Bank of New York Mellon
163
Bank of New York Mellon
New York
$149K -$73.8K -9,171 -33%
DADC
164
D.A. Davidson & Co
Montana
$148K +$21.2K +2,632 +16%
PNC Financial Services Group
165
PNC Financial Services Group
Pennsylvania
$146K +$140K +17,412 +1,509%
CAM
166
Concorde Asset Management
Michigan
$144K -$11.3K -1,400 -7%
USCWA
167
U.S. Capital Wealth Advisors
Texas
$140K +$143K +17,802 New
Corient Private Wealth
168
Corient Private Wealth
Florida
$138K +$15.1K +1,883 +12%
STA
169
Summit Trail Advisors
New York
$138K +$6.99K +869 +5%
LSC
170
Logan Stone Capital
Illinois
$137K +$141K +17,471 New
PCM
171
Parsons Capital Management
Rhode Island
$137K -$21.1K -2,620 -13%
KCPT
172
Kingstone Capital Partners Texas
Texas
$133K +$136K +16,888 New
EWA
173
EverSource Wealth Advisors
Alabama
$131K
BAM
174
Belpointe Asset Management
Nevada
$130K
MA
175
MKT Advisors
California
$127K