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Nuveen Preferred & Income Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
201
Corient Private Wealth
Florida
$136K
HKAM
202
Horizon Kinetics Asset Management
New York
$135K -$95.9K -11,824 -42%
BAM
203
Belpointe Asset Management
Nevada
$131K +$8.3K +1,024 +7%
ACM
204
Advance Capital Management
Michigan
$131K
RFM
205
Royal Fund Management
Florida
$130K +$90.7K +11,187 New
BFG
206
Beacon Financial Group
Texas
$128K +$2.75K +339 +2%
SIG
207
Stonegate Investment Group
Alabama
$127K
A
208
Argentarii
Ohio
$124K
AAP
209
Arax Advisory Partners
Colorado
$121K -$7.06K -871 -6%
RWA
210
River Wealth Advisors
Pennsylvania
$120K +$119K +14,688 New
PRTG
211
Post Resch Tallon Group
New York
$119K
RWM
212
Ritholtz Wealth Management
New York
$119K +$118K +14,550 New
TWM
213
TCFG Wealth Management
California
$119K
MCM
214
MAI Capital Management
Ohio
$116K +$9.94K +1,226 +9%
PCM
215
Parsons Capital Management
Rhode Island
$116K +$4.04K +498 +4%
CW
216
CreativeOne Wealth
Kansas
$116K -$3.55K -438 -3%
WA
217
Waverly Advisors
Alabama
$115K +$20.3K +2,499 +22%
JC
218
JB Capital
Connecticut
$115K +$114K +14,011 New
IC
219
IEQ Capital
California
$114K
V
220
VeraBank
Texas
$112K
BFA
221
Beacon Financial Advisory
Ohio
$112K +$2.58K +318 +2%
PWM
222
Perigon Wealth Management
California
$109K
GKWIM
223
Gerber Kawasaki Wealth & Investment Management
California
$109K +$900 +111 +0.8%
JWWM
224
Johnson & White Wealth Management
Pennsylvania
$108K
EWA
225
Etesian Wealth Advisors
Oregon
$107K