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Nuveen Preferred & Income Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
201
Tradition Wealth Management
Minnesota
$108K
HCM
202
Hollencrest Capital Management
California
$108K -$1.53K -197 -1%
BCMLT
203
Beacon Capital Management LLC (Tennessee)
Tennessee
$107K +$85 +11 +0.1%
SFA
204
Sequoia Financial Advisors
Ohio
$105K +$101K +13,071 New
CFGS
205
Concourse Financial Group Securities
Alabama
$105K +$42.6K +5,492 +74%
TSS
206
Two Sigma Securities
New York
$105K +$11.4K +1,467 +13%
SSW
207
Smith Shellnut Wilson
Mississippi
$104K
GKWIM
208
Gerber Kawasaki Wealth & Investment Management
California
$104K +$99.6K +12,840 New
OAM
209
Occidental Asset Management
California
$101K -$6.88K -887 -7%
SPC
210
Sigma Planning Corp
Michigan
$100K +$4.96K +640 +5%
AWM
211
Apollon Wealth Management
South Carolina
$98.7K -$5.34K -688 -5%
CHJWM
212
Carlton Hofferkamp & Jenks Wealth Management
Texas
$96.1K
Northern Trust
213
Northern Trust
Illinois
$95.8K +$92.1K +11,867 New
PWM
214
Perigon Wealth Management
California
$95.6K -$3.74K -482 -4%
US Bancorp
215
US Bancorp
Minnesota
$94.4K +$35.4K +4,569 +64%
PFA
216
Pathway Financial Advisers
Indiana
$94.1K +$652 +84 +0.7%
SGCA
217
Steel Grove Capital Advisors
Tennessee
$93.9K +$90.4K +11,653 New
CIBC Private Wealth Group
218
CIBC Private Wealth Group
Georgia
$93.1K -$51K -6,577 -36%
LF
219
LifeSteps Financial
California
$93K
BFA
220
Beacon Financial Advisory
Ohio
$90.3K +$155 +20 +0.2%
Citadel Advisors
221
Citadel Advisors
Florida
$89.7K +$86.3K +11,119 New
CW
222
CreativeOne Wealth
Kansas
$89.7K +$86.2K +11,117 New
Carson Wealth (CWM LLC)
223
Carson Wealth (CWM LLC)
Nebraska
$88K +$12.7K +1,643 +18%
BBW
224
Blue Barn Wealth
Utah
$87.5K
SFC
225
Strategic Financial Concepts
Texas
$87K -$632K -81,518 -88%