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Nuveen California Quality Municipal Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$779K +$572K +38,999 +242%
RCM
27
RB Capital Management
Nevada
$750K +$778K +53,049 New
EWA
28
EP Wealth Advisors
California
$637K +$660K +45,022 New
RJA
29
Raymond James & Associates
Florida
$623K +$182K +12,413 +39%
VKH
30
Virtu KCG Holdings
New York
$548K +$568K +38,727 New
CWM
31
Concert Wealth Management
California
$533K -$99.9K -6,812 -15%
CIBC Private Wealth Group
32
CIBC Private Wealth Group
Georgia
$530K +$105K +7,168 +24%
HighTower Advisors
33
HighTower Advisors
Illinois
$525K -$65.2K -4,447 -11%
LCM
34
Landscape Capital Management
New Jersey
$490K +$508K +34,646 New
FFA
35
First Foundation Advisors
California
$479K +$496K +33,858 New
Creative Planning
36
Creative Planning
Kansas
$442K +$94.7K +6,456 +26%
GKWIM
37
Gerber Kawasaki Wealth & Investment Management
California
$392K +$222K +15,150 +120%
B
38
Bailard
California
$382K +$396K +26,995 New
CA
39
Cetera Advisors
Colorado
$379K +$229K +15,593 +139%
NPC
40
National Planning Corporation
California
$373K +$378K +25,763 New
AA
41
AQR Arbitrage
Connecticut
$341K +$354K +24,144 New
CIC
42
Cutler Investment Counsel
Oregon
$313K
MWM
43
Mission Wealth Management
California
$295K +$306K +20,843 New
MIAN
44
Mariner Independent Advisor Network
Kansas
$294K +$305K +20,787 New
Stifel Financial
45
Stifel Financial
Missouri
$279K +$47.5K +3,237 +20%
AG
46
Advisor Group
Arizona
$274K +$277K +18,888 +3,564%
LWAC
47
Laurel Wealth Advisors (California)
California
$273K +$284K +19,339 New
MGIA
48
Moneta Group Investment Advisors
Missouri
$269K +$279K +19,000 New
IWMPD
49
Integrated Wealth Management (Palm Desert)
California
$260K +$34K +2,319 +14%
JMPWA
50
JP Morgan Private Wealth Advisors
California
$250K -$87.4K -5,960 -25%