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Nuveen Preferred & Income Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PI
201
PFG Investments
New York
$103K +$6.3K +789 +7%
SSW
202
Smith Shellnut Wilson
Mississippi
$102K
SIC
203
SFE Investment Counsel
California
$102K
AFG
204
Atomi Financial Group
New York
$101K +$101K +12,709 New
OFA
205
Onyx Financial Advisors
Idaho
$100K +$101K +12,595 New
SPC
206
Sigma Planning Corp
Michigan
$99.8K +$32 +4 +0%
IWC
207
Integrated Wealth Concepts
Massachusetts
$99.7K -$95.8K -12,000 -49%
TAM
208
Titleist Asset Management
Texas
$99.4K
MCM
209
MAI Capital Management
Ohio
$99.2K
FFA
210
Farther Finance Advisors
California
$98.4K +$77.8K +9,747 +368%
PWM
211
Perigon Wealth Management
California
$97.9K
CT
212
Coastline Trust
Rhode Island
$96.7K
AIS
213
Accredited Investor Services
Minnesota
$95.6K +$95.8K +12,011 New
BPA
214
Beacon Pointe Advisors
California
$94.4K
PFA
215
Pathway Financial Advisers
Indiana
$94.3K +$591 +74 +0.6%
KA
216
Kovack Advisors
Florida
$94.3K
PIA
217
Powell Investment Advisors
Florida
$93.3K
SGCA
218
Steel Grove Capital Advisors
Tennessee
$92.8K
AGP
219
Aspire Growth Partners
Florida
$92.1K +$93.9K +11,773 New
LF
220
LifeSteps Financial
California
$91.7K
LBC
221
Leigh Baldwin & Co
New York
$88.5K +$88.7K +11,113 New
CHJWM
222
Carlton Hofferkamp & Jenks Wealth Management
Texas
$87.6K
Creative Planning
223
Creative Planning
Kansas
$87.4K -$96.8K -12,130 -52%
EFG
224
Elm3 Financial Group
Georgia
$86.8K
BBW
225
Blue Barn Wealth
Utah
$86.3K