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Nuveen California Quality Municipal Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
DADC
26
D.A. Davidson & Co
Montana
$417K
Stifel Financial
27
Stifel Financial
Missouri
$384K +$20.2K +1,334 +6%
JMPWA
28
JP Morgan Private Wealth Advisors
California
$334K
CWM
29
Concert Wealth Management
California
$257K +$2.17K +143 +0.9%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$252K +$53.7K +3,550 +28%
CCM
31
Coe Capital Management
Illinois
$251K
IWMPD
32
Integrated Wealth Management (Palm Desert)
California
$249K
SG Americas Securities
33
SG Americas Securities
New York
$233K +$228K +15,066 New
RJA
34
Raymond James & Associates
Florida
$225K -$27.3K -1,801 -11%
ICAS
35
Investors Capital Advisory Services
Massachusetts
$216K
BEAM
36
Baker Ellis Asset Management
Washington
$196K
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$193K
NPC
38
National Planning Corporation
California
$183K +$174K +11,473 New
MBT
39
Montecito Bank & Trust
California
$180K +$176K +11,604 New
RW
40
Rand Wealth
Maryland
$164K
MA
41
MUFG Americas
New York
$135K
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$78K
SNT
43
Security National Trust
West Virginia
$66K
MFS
44
MSI Financial Services
Massachusetts
$50K +$35.1K +2,322 +264%
Deutsche Bank
45
Deutsche Bank
Germany
$44K
GBBWRPM
46
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$39K +$38.5K +2,546 New
SIG
47
Stanford Investment Group
California
$35K
WTC
48
WhitTier Trust Company
Nevada
$33K -$163K -10,780 -84%
EMA
49
Efficient Market Advisors
California
$32K
MFW
50
Mosaic Family Wealth
Missouri
$32K +$31.4K +2,077 New