We are live on ! Find out more
NAC icon

Nuveen California Quality Municipal Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
IWC
51
Integrated Wealth Concepts
Massachusetts
$527K +$178K +16,516 +52%
OIM
52
Oder Investment Management
California
$520K -$34K -3,152 -6%
EHC
53
Everett Harris & Co
California
$502K
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$491K +$14.9K +1,384 +3%
OWP
55
Obermeyer Wealth Partners
Colorado
$488K -$63.3K -5,866 -12%
CFG
56
Cooper Financial Group
California
$479K +$3.13K +290 +0.7%
Stifel Financial
57
Stifel Financial
Missouri
$470K +$24.2K +2,242 +5%
HighTower Advisors
58
HighTower Advisors
Illinois
$461K +$43.3K +4,013 +11%
RSS
59
Rosenblum Silverman Sutton
California
$420K +$415K +38,460 New
CWM
60
Cornerstone Wealth Management
Missouri
$415K +$410K +37,980 New
CWP
61
Core Wealth Partners
California
$410K
AWS
62
Atria Wealth Solutions
New York
$379K -$2.51K -233 -0.7%
RCM
63
RB Capital Management
Nevada
$367K -$215K -19,917 -37%
PWSG
64
Pacific Wealth Strategies Group
California
$355K
WTC
65
WhitTier Trust Company
Nevada
$344K +$116K +10,774 +52%
WFA
66
Wellspring Financial Advisors
Ohio
$290K
GKWIM
67
Gerber Kawasaki Wealth & Investment Management
California
$289K -$108K -9,988 -27%
BRWA
68
B. Riley Wealth Advisors
Florida
$286K
PWP
69
Private Wealth Partners
California
$284K +$108K +10,000 +63%
EWM
70
Empirical Wealth Management
Washington
$255K +$252K +23,372 New
WAM
71
Weinberger Asset Management
California
$253K -$4.91K -455 -2%
MA
72
MKT Advisors
California
$250K
FAT
73
First American Trust
California
$229K
US Bancorp
74
US Bancorp
Minnesota
$229K +$196K +18,182 +658%
CIA
75
Choate Investment Advisors
Massachusetts
$224K