We are live on ! Find out more
NAC icon

Nuveen California Quality Municipal Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
26
CIBC Private Wealth Group
Georgia
$541K
LCM
27
Landscape Capital Management
New Jersey
$537K +$47.4K +3,298 +10%
HighTower Advisors
28
HighTower Advisors
Illinois
$527K -$9.48K -659 -2%
CWM
29
Concert Wealth Management
California
$504K -$29.8K -2,074 -6%
Creative Planning
30
Creative Planning
Kansas
$493K +$43.1K +2,996 +10%
CA
31
Cetera Advisors
Colorado
$451K +$63.7K +4,429 +17%
LWAC
32
Laurel Wealth Advisors (California)
California
$409K +$131K +9,079 +47%
B
33
Bailard
California
$389K
NPC
34
National Planning Corporation
California
$371K +$129 +9 +0%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$324K -$791K -55,018 -71%
AG
36
Advisor Group
Arizona
$321K +$40.6K +2,820 +15%
CIC
37
Cutler Investment Counsel
Oregon
$311K -$7.55K -525 -2%
MIAN
38
Mariner Independent Advisor Network
Kansas
$307K +$992 +69 +0.3%
MWM
39
Mission Wealth Management
California
$297K -$3.35K -233 -1%
Stifel Financial
40
Stifel Financial
Missouri
$288K +$6.1K +424 +2%
AA
41
AQR Arbitrage
Connecticut
$287K -$60.4K -4,200 -17%
IWMPD
42
Integrated Wealth Management (Palm Desert)
California
$269K +$4.32K +300 +2%
JMPWA
43
JP Morgan Private Wealth Advisors
California
$255K
SIA
44
Sit Investment Associates
Minnesota
$249K
ACI
45
Alpha Cubed Investments
California
$243K +$242K +16,844 New
CCM
46
Coe Capital Management
Illinois
$234K
AL
47
Aspiriant LLC
California
$220K
HCM
48
Hilton Capital Management
New York
$216K
DADC
49
D.A. Davidson & Co
Montana
$214K -$13.3K -927 -6%
GLA
50
Good Life Advisors
Pennsylvania
$211K