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Nuveen California Quality Municipal Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$360K -$38.3K -2,422 -10%
JMPWA
27
JP Morgan Private Wealth Advisors
California
$347K
IA
28
IFP Advisors
Florida
$291K -$713K -45,144 -68%
CWM
29
Concert Wealth Management
California
$269K +$2.24K +142 +0.9%
IWMPD
30
Integrated Wealth Management (Palm Desert)
California
$266K +$7.47K +473 +3%
CCM
31
Coe Capital Management
Illinois
$261K
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$246K -$15.8K -1,002 -6%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$237K +$35.9K +2,271 +18%
ICAS
34
Investors Capital Advisory Services
Massachusetts
$225K
BEAM
35
Baker Ellis Asset Management
Washington
$204K
MBT
36
Montecito Bank & Trust
California
$187K
MWM
37
Mission Wealth Management
California
$187K +$183K +11,590 New
RW
38
Rand Wealth
Maryland
$171K
OC
39
Oppenheimer & Co
New York
$165K +$162K +10,269 New
MA
40
MUFG Americas
New York
$141K
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$82K
MFS
42
MSI Financial Services
Massachusetts
$70K +$18.3K +1,160 +36%
SNT
43
Security National Trust
West Virginia
$68K
US Bancorp
44
US Bancorp
Minnesota
$48K +$26.7K +1,688 +134%
Deutsche Bank
45
Deutsche Bank
Germany
$46K
GBBWRPM
46
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$40K
SIG
47
Stanford Investment Group
California
$37K
WTC
48
WhitTier Trust Company
Nevada
$34K
MFW
49
Mosaic Family Wealth
Missouri
$33K
GAM
50
Gemmer Asset Management
California
$16K