We are live on ! Find out more
NAC icon

Nuveen California Quality Municipal Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
51
Coe Capital Management
Illinois
$346K
ECM
52
Evergreen Capital Management
Washington
$342K
SWP
53
Stratos Wealth Partners
Ohio
$336K -$55.8K -3,749 -14%
AG
54
Advisor Group
Arizona
$326K -$27.4K -1,841 -8%
WAP
55
Wealthcare Advisory Partners
Pennsylvania
$317K
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$292K +$64.7K +4,347 +29%
UCFA
57
United Capital Financial Advisors
Texas
$292K +$290K +19,471 New
MBTD
58
Mechanics Bank - Trust Department
California
$286K +$284K +19,056 New
Mercer Global Advisors
59
Mercer Global Advisors
Colorado
$282K -$36.5K -2,454 -12%
KJWM
60
Kiley Juergens Wealth Management
Washington
$278K
Stifel Financial
61
Stifel Financial
Missouri
$275K -$118K -7,927 -30%
DAS
62
Dynamic Advisor Solutions
Arizona
$274K +$104 +7 +0%
US Bancorp
63
US Bancorp
Minnesota
$267K
WIA
64
World Investment Advisors
California
$262K +$37K +2,484 +17%
Baird Financial Group
65
Baird Financial Group
Wisconsin
$257K +$88.2K +5,930 +53%
FIA
66
FNY Investment Advisers
New York
$235K +$224K +15,040 +2,321%
WA
67
Winfield Associates
Ohio
$232K +$231K +15,500 New
AL
68
Aspiriant LLC
California
$229K
CIA
69
Choate Investment Advisors
Massachusetts
$210K +$208K +14,000 New
CF
70
Centaurus Financial
California
$201K +$199K +13,392 New
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$197K +$50.2K +3,374 +35%
WCG
72
Weaver Consulting Group
California
$188K
VIM
73
Vista Investment Management
Pennsylvania
$184K
NL
74
NWAM LLC
Washington
$180K
LCM
75
Leisure Capital Management
California
$175K +$174K +11,693 New