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Nuveen California Quality Municipal Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
51
Coe Capital Management
Illinois
$217K
AG
52
Advisor Group
Arizona
$214K -$239K -17,427 -52%
GKWIM
53
Gerber Kawasaki Wealth & Investment Management
California
$211K -$812K -59,165 -79%
CIBC Private Wealth Group
54
CIBC Private Wealth Group
Georgia
$201K -$302K -22,000 -59%
HCM
55
Hilton Capital Management
New York
$201K
VIM
56
Vista Investment Management
Pennsylvania
$201K
Stifel Financial
57
Stifel Financial
Missouri
$197K +$13.7K +1,000 +7%
DA
58
Doliver Advisors
Texas
$190K -$1.22M -88,778 -86%
First Trust Advisors
59
First Trust Advisors
Illinois
$187K +$28K +2,037 +17%
CRWM
60
Castle Rock Wealth Management
California
$168K -$27.2K -1,985 -14%
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$161K
LCM
62
Leisure Capital Management
California
$157K
Ameriprise
63
Ameriprise
Minnesota
$155K -$132K -9,583 -45%
TSS
64
Two Sigma Securities
New York
$151K +$155K +11,276 New
TCM
65
Telos Capital Management
California
$147K -$110K -7,996 -42%
PAM
66
Private Asset Management
California
$147K +$151K +11,000 New
RW
67
Rand Wealth
Maryland
$142K
BEAM
68
Baker Ellis Asset Management
Washington
$134K
PA
69
Parallel Advisors
California
$120K
CF
70
Centaurus Financial
California
$114K +$117K +8,510 New
US Bancorp
71
US Bancorp
Minnesota
$92K +$38.2K +2,783 +68%
SEI Investments
72
SEI Investments
Pennsylvania
$50K +$50.8K +3,700 New
AF
73
Allworth Financial
California
$45K
PWM
74
Perigon Wealth Management
California
$38K +$151 +11 +0.4%
MFW
75
Mosaic Family Wealth
Missouri
$28K