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Nuveen California Quality Municipal Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
26
Weiss Asset Management
Massachusetts
$875K +$417K +30,393 +87%
FAAS
27
First Allied Advisory Services
California
$873K -$12.2K -890 -1%
HCM
28
Hollencrest Capital Management
California
$792K -$29.4K -2,140 -3%
RCM
29
RB Capital Management
Nevada
$733K -$2.8K -204 -0.4%
RJA
30
Raymond James & Associates
Florida
$701K +$176K +12,816 +32%
GJIC
31
Gamble Jones Investment Counsel
California
$650K
PFM
32
Probabilities Fund Management
New York
$643K -$68.6K -5,000 -9%
EWA
33
EP Wealth Advisors
California
$531K -$351K -25,572 -39%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$518K -$117K -8,520 -18%
Creative Planning
35
Creative Planning
Kansas
$517K -$30.6K -2,226 -5%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$450K +$54.9K +4,000 +14%
HighTower Advisors
37
HighTower Advisors
Illinois
$448K +$9.11K +664 +2%
LWAC
38
Laurel Wealth Advisors (California)
California
$442K +$51.8K +3,771 +13%
BF
39
BOK Financial
Oklahoma
$395K +$405K +29,490 New
AA
40
AQR Arbitrage
Connecticut
$389K
TIM
41
Tortoise Investment Management
New York
$379K +$232K +16,900 +148%
ICM
42
Ionic Capital Management
New York
$349K +$358K +26,100 New
SWP
43
Stratos Wealth Partners
Ohio
$267K +$103K +7,469 +60%
B
44
Bailard
California
$250K
KJWM
45
Kiley Juergens Wealth Management
Washington
$248K
AL
46
Aspiriant LLC
California
$235K +$241K +17,556 New
MIAN
47
Mariner Independent Advisor Network
Kansas
$233K -$3.03M -220,904 -93%
Millennium Management
48
Millennium Management
New York
$228K -$884K -64,379 -79%
MA
49
Mutual Advisors
Nebraska
$224K +$10.2K +740 +5%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$218K +$42.9K +3,123 +24%