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Nuveen Preferred & Income Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
201
Etesian Wealth Advisors
Oregon
$104K -$7.75K -1,000 -7%
MCM
202
MAI Capital Management
Ohio
$104K +$3.98K +514 +4%
AFG
203
Atomi Financial Group
New York
$104K +$1.56K +201 +2%
SSW
204
Smith Shellnut Wilson
Mississippi
$103K
SIC
205
SFE Investment Counsel
California
$103K
FFA
206
Farther Finance Advisors
California
$101K +$1.12K +145 +1%
BAAM
207
Baker Avenue Asset Management
California
$100K +$96.9K +12,500 New
Creative Planning
208
Creative Planning
Kansas
$100K +$11.7K +1,507 +14%
NFC
209
Northstar Financial Companies
Pennsylvania
$100K -$181K -23,312 -65%
CT
210
Coastline Trust
Rhode Island
$97.4K
CHJWM
211
Carlton Hofferkamp & Jenks Wealth Management
Texas
$96.7K
PFA
212
Pathway Financial Advisers
Indiana
$96K +$899 +116 +1%
AGP
213
Aspire Growth Partners
Florida
$95.2K +$768 +99 +0.8%
TAM
214
Titleist Asset Management
Texas
$94.9K -$5.09K -657 -5%
PIA
215
Powell Investment Advisors
Florida
$94K
SGCA
216
Steel Grove Capital Advisors
Tennessee
$93.5K
AIS
217
Accredited Investor Services
Minnesota
$93.1K -$3.11K -401 -3%
LF
218
LifeSteps Financial
California
$92.4K
WA
219
Waverly Advisors
Alabama
$92.3K +$89.3K +11,512 New
IAA
220
Ironsides Asset Advisors
North Carolina
$91.7K +$88.6K +11,428 New
S
221
Sunpointe
Missouri
$90K +$86.8K +11,200 New
IWC
222
Integrated Wealth Concepts
Massachusetts
$89.4K -$10.7K -1,382 -11%
BPA
223
Beacon Pointe Advisors
California
$88.7K -$6.2K -800 -7%
QCM
224
Quantinno Capital Management
New York
$87.8K +$84.9K +10,952 New
CAC
225
Certified Advisory Corp
Florida
$87K +$1.57K +203 +2%