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Nuveen Preferred & Income Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AWS
151
Atria Wealth Solutions
New York
$170K -$490K -63,159 -75%
SCM
152
Sage Capital Management
New Jersey
$164K -$31K -4,000 -16%
DADC
153
D.A. Davidson & Co
Montana
$164K +$12.7K +1,634 +9%
TFGT
154
TS Financial Group (TSFG)
Illinois
$162K
WA
155
WealthTrust Axiom
Pennsylvania
$159K
KCPT
156
Kingstone Capital Partners Texas
Texas
$159K +$9.46K +1,220 +7%
WW
157
Waterfront Wealth
Kansas
$159K +$85 +11 +0.1%
PA
158
PSI Advisors
Florida
$158K +$1.88K +242 +1%
AFP
159
Ausdal Financial Partners
Iowa
$156K +$132 +17 +0.1%
JLBC
160
J.L. Bainbridge & Co
Florida
$152K
STA
161
Summit Trail Advisors
New York
$148K +$3.55K +458 +3%
SRC
162
Shufro Rose & Co
New York
$146K
AF
163
Allworth Financial
California
$142K +$70.5K +9,096 +106%
Baird Financial Group
164
Baird Financial Group
Wisconsin
$139K +$5.82K +750 +5%
CA
165
Clearstead Advisors
Ohio
$136K +$4.05K +522 +3%
JCM
166
Jacobi Capital Management
Pennsylvania
$134K +$48.8K +6,300 +61%
EWA
167
EverSource Wealth Advisors
Alabama
$133K
Corient Private Wealth
168
Corient Private Wealth
Florida
$133K -$32.6K -4,205 -20%
PI
169
PFG Investments
New York
$128K +$23.5K +3,030 +23%
ACM
170
Advance Capital Management
Michigan
$128K +$123K +15,926 New
ACI
171
Alpha Cubed Investments
California
$128K
TWP
172
Tyche Wealth Partners
Texas
$126K
MA
173
MKT Advisors
California
$126K -$3.88K -501 -3%
ECA
174
Elevate Capital Advisors
Colorado
$126K +$3.03K +391 +3%
AAP
175
Arax Advisory Partners
Colorado
$125K +$121K +15,593 New