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Nuveen California Quality Municipal Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CA
26
Cetera Advisors
Colorado
$682K +$160K +10,500 +30%
Ameriprise
27
Ameriprise
Minnesota
$627K +$417K +27,337 +186%
FFA
28
First Foundation Advisors
California
$620K -$8.37K -549 -1%
Creative Planning
29
Creative Planning
Kansas
$598K -$190K -12,468 -24%
EWA
30
EP Wealth Advisors
California
$592K -$12K -788 -2%
CIBC Private Wealth Group
31
CIBC Private Wealth Group
Georgia
$553K
RJA
32
Raymond James & Associates
Florida
$538K -$136K -8,893 -20%
Millennium Management
33
Millennium Management
New York
$536K +$548K +35,935 New
HighTower Advisors
34
HighTower Advisors
Illinois
$489K -$17.2K -1,130 -3%
LWAC
35
Laurel Wealth Advisors (California)
California
$458K +$18.7K +1,227 +4%
AG
36
Advisor Group
Arizona
$442K +$30K +1,971 +7%
IFWM
37
Institute for Wealth Management
Colorado
$408K -$54.5K -3,572 -12%
SWP
38
Stratos Wealth Partners
Ohio
$402K +$70.1K +4,600 +21%
NPC
39
National Planning Corporation
California
$385K +$137 +9 +0%
OFG
40
OTA Financial Group
New York
$372K +$380K +24,956 New
RJFSA
41
Raymond James Financial Services Advisors
Florida
$342K +$9.91K +650 +3%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$335K +$137K +8,970 +67%
AWM
43
AE Wealth Management
Kansas
$331K
VF
44
Virtu Financial
New York
$329K +$336K +22,055 New
CIC
45
Cutler Investment Counsel
Oregon
$314K
B
46
Bailard
California
$279K -$127K -8,326 -31%
AL
47
Aspiriant LLC
California
$262K
ACI
48
Alpha Cubed Investments
California
$251K
Stifel Financial
49
Stifel Financial
Missouri
$243K -$7.46K -489 -3%
CCM
50
Coe Capital Management
Illinois
$242K