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Nuveen Preferred & Income Opportunities Fund
JPC

Name Holding Trade Value Shares
Change 		Change in
Stake
AL
176
Arnhold LLC
New York
$123K +$116K +18,226 New
SIG
177
Stonegate Investment Group
Alabama
$121K -$10.4K -1,634 -8%
PWPS
178
Pinnacle Wealth Planning Services
Ohio
$121K +$114K +17,892 New
BPA
179
Beacon Pointe Advisors
California
$118K +$18.5K +2,902 +20%
IC
180
IEQ Capital
California
$117K +$110K +17,340 New
FAIM
181
Financial Advocates Investment Management
Washington
$115K +$108K +17,057 New
GJIA
182
Glass Jacobson Investment Advisors
Maryland
$113K +$97.1K +15,261 +1,017%
HKAM
183
Horizon Kinetics Asset Management
New York
$113K +$106K +16,714 New
BAM
184
Belpointe Asset Management
Nevada
$112K +$105K +16,546 New
SRC
185
Shufro Rose & Co
New York
$111K – – –
MA
186
MKT Advisors
California
$110K +$102K +16,061 New
ACI
187
Alpha Cubed Investments
California
$107K +$101K +15,899 New
LNWWM
188
Laird Norton Wetherby Wealth Management
California
$107K +$101K +15,837 New
GCP
189
Gill Capital Partners
Colorado
$106K +$100K +15,735 New
TWP
190
Tyche Wealth Partners
Texas
$106K +$100K +15,726 New
HB
191
HTLF Bank
Colorado
$106K +$99.8K +15,683 New
TCA
192
Transcend Capital Advisors
New Jersey
$104K +$97.5K +15,335 New
NL
193
NWAM LLC
Washington
$103K +$96.5K +15,175 New
CC
194
Constitution Capital
Connecticut
$102K +$96.1K +15,113 New
GKWIM
195
Gerber Kawasaki Wealth & Investment Management
California
$101K -$96K -15,095 -50%
1WA
196
180 Wealth Advisors
Washington
$99.1K +$92.2K +14,502 New
MSAM
197
Moloney Securities Asset Management
Missouri
$98.9K +$93.1K +14,635 New
IWC
198
Integrated Wealth Concepts
Massachusetts
$96.2K +$90.6K +14,238 New
FM
199
Family Management
New York
$95.7K +$90K +14,156 New
ASN
200
Advisory Services Network
Georgia
$95.5K +$89.8K +14,125 New
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