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Nuveen California Quality Municipal Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
51
Baird Financial Group
Wisconsin
$620K +$26.6K +1,785 +4%
BCWM
52
Bartlett & Co Wealth Management
Ohio
$574K +$14.9K +1,000 +3%
BC
53
Bartlett & Co
Ohio
$572K +$14.9K +1,000 +3%
KCM
54
Kennicott Capital Management
California
$552K +$553K +37,153 New
MM
55
Main Management
California
$544K
PWP
56
Private Wealth Partners
California
$522K -$64K -4,300 -11%
BRWM
57
B. Riley Wealth Management
Tennessee
$512K +$118K +7,922 +30%
TWM
58
TriaGen Wealth Management
California
$506K +$5.95K +400 +1%
LNWWM
59
Laird Norton Wetherby Wealth Management
California
$502K -$47.1K -3,168 -9%
HighTower Advisors
60
HighTower Advisors
Illinois
$491K +$4.46K +300 +0.9%
Stifel Financial
61
Stifel Financial
Missouri
$456K +$108K +7,228 +31%
OIM
62
Oder Investment Management
California
$449K +$99.9K +6,715 +29%
KJWM
63
Kiley Juergens Wealth Management
Washington
$420K +$145K +9,753 +53%
ACA
64
Ackerman Capital Advisors
Texas
$408K +$409K +27,475 New
RJFSA
65
Raymond James Financial Services Advisors
Florida
$350K +$17.9K +1,200 +5%
ECM
66
Evergreen Capital Management
Washington
$332K
PA
67
Parallel Advisors
California
$315K
FAT
68
First American Trust
California
$312K -$25.7K -1,727 -8%
RI
69
Ridgewood Investments
New Jersey
$312K +$313K +21,020 New
Citadel Advisors
70
Citadel Advisors
Florida
$310K +$310K +20,871 New
DAS
71
Dynamic Advisor Solutions
Arizona
$307K +$104 +7 +0%
CIA
72
Choate Investment Advisors
Massachusetts
$305K
SIA
73
Sit Investment Associates
Minnesota
$305K
WIA
74
World Investment Advisors
California
$285K
RPCA
75
Running Point Capital Advisors
California
$282K