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Nuveen California Quality Municipal Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
ECM
51
Evergreen Capital Management
Washington
$315K
AG
52
Advisor Group
Arizona
$293K -$61.1K -4,591 -18%
IA
53
IFP Advisors
Florida
$291K -$551K -41,370 -66%
KJWM
54
Kiley Juergens Wealth Management
Washington
$255K
US Bancorp
55
US Bancorp
Minnesota
$254K +$27.9K +2,100 +13%
Mercer Global Advisors
56
Mercer Global Advisors
Colorado
$248K +$239K +17,979 New
DAS
57
Dynamic Advisor Solutions
Arizona
$238K +$230K +17,282 New
LCM
58
Landscape Capital Management
New Jersey
$224K -$1.27M -95,410 -85%
AL
59
Aspiriant LLC
California
$211K
TCM
60
Telos Capital Management
California
$210K +$2.75K +207 +1%
WIA
61
World Investment Advisors
California
$206K
GIM
62
Grassi Investment Management
California
$205K +$198K +14,856 New
First Trust Advisors
63
First Trust Advisors
Illinois
$195K +$1.02K +77 +0.5%
WCG
64
Weaver Consulting Group
California
$181K +$168K +12,644 New
Goldman Sachs
65
Goldman Sachs
New York
$179K -$62.8K -4,719 -27%
VIM
66
Vista Investment Management
Pennsylvania
$169K
NL
67
NWAM LLC
Washington
$166K +$160K +12,012 New
LCM
68
Leisure Capital Management
California
$161K
GSWM
69
Golden State Wealth Management
California
$155K +$149K +11,222 New
TIM
70
Tortoise Investment Management
New York
$152K +$66.5K +5,000 +83%
GKWIM
71
Gerber Kawasaki Wealth & Investment Management
California
$148K +$144K +10,800 New
OC
72
Oppenheimer & Co
New York
$146K
RTC
73
Riverview Trust Company
Washington
$146K
EWA
74
EP Wealth Advisors
California
$145K -$15.2K -1,141 -10%
PA
75
Parallel Advisors
California
$124K