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Nuveen Preferred & Income Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MHFA
176
Mission Hills Financial Advisory
California
$119K
BFG
177
Beacon Financial Group
Texas
$119K +$1.73K +217 +1%
CW
178
CreativeOne Wealth
Kansas
$119K +$694 +87 +0.6%
IC
179
IEQ Capital
California
$118K -$2.27K -284 -2%
GCP
180
Gill Capital Partners
Colorado
$117K
USCWA
181
U.S. Capital Wealth Advisors
Texas
$116K -$25.5K -3,200 -18%
TWM
182
TCFG Wealth Management
California
$116K
PRTG
183
Post Resch Tallon Group
New York
$115K -$5.88K -737 -5%
BCMLT
184
Beacon Capital Management LLC (Tennessee)
Tennessee
$113K -$1.74K -218 -2%
MA
185
MKT Advisors
California
$113K
SAG
186
SageView Advisory Group
California
$113K
EWA
187
Etesian Wealth Advisors
Oregon
$111K +$112K +14,000 New
Fisher Asset Management
188
Fisher Asset Management
Washington
$110K +$110K +13,840 New
PCM
189
Parsons Capital Management
Rhode Island
$109K -$29.4K -3,682 -21%
V
190
VeraBank
Texas
$109K
VBCG
191
Valley Brook Capital Group
Pennsylvania
$107K
PNC Financial Services Group
192
PNC Financial Services Group
Pennsylvania
$107K -$41K -5,139 -28%
MWM
193
Modern Wealth Management
Kansas
$107K +$107K +13,407 New
TWM
194
Tradition Wealth Management
Minnesota
$106K
FAIM
195
Financial Advocates Investment Management
Washington
$106K -$15.3K -1,921 -13%
BFA
196
Beacon Financial Advisory
Ohio
$105K +$271 +34 +0.3%
FFA
197
Founders Financial Alliance
North Carolina
$105K +$105K +13,208 New
EIP
198
Ellis Investment Partners
Pennsylvania
$105K +$105K +13,175 New
GKWIM
199
Gerber Kawasaki Wealth & Investment Management
California
$104K +$104K +13,049 New
1WA
200
180 Wealth Advisors
Washington
$104K