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Nuveen Preferred & Income Opportunities Fund
JPC

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
201
Perigon Wealth Management
California
$92.1K -$7.1K -988 -7%
CHJWM
202
Carlton Hofferkamp & Jenks Wealth Management
Texas
$91.8K – – –
FFWM
203
Future Financial Wealth Management
Ohio
$89.6K – – –
SPC
204
Sigma Planning Corp
Michigan
$88.1K +$84.7K +11,795 New
XT
205
XTX Topco
Cayman Islands
$87.7K -$203K -28,263 -71%
GWM
206
GDS Wealth Management
Texas
$87.2K +$83.8K +11,667 New
PFA
207
Pathway Financial Advisers
Indiana
$86.5K +$481 +67 +0.6%
XF
208
XML Financial
Maryland
$86.3K +$83K +11,555 New
TSS
209
Two Sigma Securities
New York
$86.1K +$82.8K +11,529 New
LF
210
LifeSteps Financial
California
$86.1K – – –
SFC
211
Strategic Financial Concepts
Texas
$84.4K +$515K +71,741 +349%
BFEC
212
Benjamin F. Edwards & Company
Missouri
$84K -$17.9K -2,491 -18%
BFA
213
Beacon Financial Advisory
Ohio
$83.4K +$215 +30 +0.3%
BBW
214
Blue Barn Wealth
Utah
$81K – – –
PA
215
PSI Advisors
Florida
$80.8K +$31K +4,316 +66%
RA
216
RFG Advisory
Alabama
$80.7K +$4.29K +597 +6%
DDC
217
DF Dent & Co
Maryland
$79.8K +$76.8K +10,688 New
AIM
218
Anchor Investment Management
South Carolina
$78.9K +$237 +33 +0.3%
MHS
219
M Holdings Securities
Oregon
$77K +$73.6K +10,250 New
WPW
220
Watershed Private Wealth
Illinois
$76K -$47.9K -6,667 -40%
GLA
221
Good Life Advisors
Pennsylvania
$75.9K +$180 +25 +0.2%
CT
222
Coastline Trust
Rhode Island
$75.8K – – –
CBT
223
CoreFirst Bank & Trust
Kansas
$75.4K – – –
CAC
224
Certified Advisory Corp
Florida
$75.3K +$72.4K +10,075 New
AHL
225
Abel Hall LLC
Louisiana
$74.7K – – –
7 8
9
10 11