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Nuveen California Quality Municipal Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$248K
CCM
27
Coe Capital Management
Illinois
$244K
Stifel Financial
28
Stifel Financial
Missouri
$241K -$41.9K -2,849 -15%
WTC
29
WhitTier Trust Company
Nevada
$234K -$20.8K -1,413 -8%
CWM
30
Concert Wealth Management
California
$193K +$30.5K +2,074 +19%
BPBT
31
Boston Private Bank & Trust
Massachusetts
$190K
ICAS
32
Investors Capital Advisory Services
Massachusetts
$188K +$184K +12,500 New
JMPWA
33
JP Morgan Private Wealth Advisors
California
$177K
RW
34
Rand Wealth
Maryland
$164K
EWA
35
EP Wealth Advisors
California
$161K
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$155K -$5.15K -350 -3%
BEAM
37
Baker Ellis Asset Management
Washington
$155K +$152K +10,306 New
NPC
38
National Planning Corporation
California
$149K +$144K +9,799 New
RFA
39
Reilly Financial Advisors
California
$135K +$29.4K +2,000 +29%
MA
40
MUFG Americas
New York
$116K -$22.1K -1,500 -16%
Citigroup
41
Citigroup
New York
$84K +$8.24K +560 +11%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$76K
SNT
43
Security National Trust
West Virginia
$64K
TFO
44
Tarbox Family Office
California
$53K
BRWA
45
B. Riley Wealth Advisors
Florida
$52K +$51.3K +3,486 New
BCI
46
Brinker Capital Investments
Pennsylvania
$44K
SIG
47
Stanford Investment Group
California
$34K +$33.4K +2,273 New
EMA
48
Efficient Market Advisors
California
$31K
Deutsche Bank
49
Deutsche Bank
Germany
$25K
PFG
50
Pacific Financial Group
Washington
$25K +$24.3K +1,650 New