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Nuveen Preferred & Income Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
201
Perigon Wealth Management
California
$95.7K
SIA
202
Schechter Investment Advisors
Michigan
$95.1K
BCMLT
203
Beacon Capital Management LLC (Tennessee)
Tennessee
$94.9K +$2.86K +403 +3%
US Bancorp
204
US Bancorp
Minnesota
$92.9K +$75.6K +10,655 +470%
SSW
205
Smith Shellnut Wilson
Mississippi
$92.4K
SLC
206
Second Line Capital
Louisiana
$90.8K +$89.1K +12,551 New
OAM
207
Occidental Asset Management
California
$90.2K +$12.9K +1,813 +17%
EH
208
Equitable Holdings
New York
$90.1K +$263 +37 +0.3%
BFM
209
Boothbay Fund Management
New York
$86.3K -$2.28M -321,363 -96%
FFWM
210
Future Financial Wealth Management
Ohio
$86.3K +$85.2K +12,000 New
ASN
211
Advisory Services Network
Georgia
$86.2K -$15.2K -2,140 -15%
EAM
212
Eschler Asset Management
United Kingdom
$85.9K -$192K -27,000 -69%
AWM
213
Apollon Wealth Management
South Carolina
$84K -$4.63K -652 -5%
SGCA
214
Steel Grove Capital Advisors
Tennessee
$83.8K -$5.01K -706 -6%
CHJWM
215
Carlton Hofferkamp & Jenks Wealth Management
Texas
$83.6K
LF
216
LifeSteps Financial
California
$82.8K
PFA
217
Pathway Financial Advisers
Indiana
$82.8K -$10K -1,414 -11%
CIBC Private Wealth Group
218
CIBC Private Wealth Group
Georgia
$82.6K +$81.9K +11,541 New
BI
219
Bramshill Investments
Florida
$81.4K -$397K -55,918 -83%
BFA
220
Beacon Financial Advisory
Ohio
$80.1K
Deutsche Bank
221
Deutsche Bank
Germany
$79K +$78K +10,991 New
HWMC
222
Heritage Wealth Management (California)
California
$79K +$78K +10,985 New
OWP
223
Obermeyer Wealth Partners
Colorado
$78.9K
BBW
224
Blue Barn Wealth
Utah
$77.9K
AIM
225
Anchor Investment Management
South Carolina
$75.7K +$227 +32 +0.3%