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Nuveen California Quality Municipal Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
OIM
51
Oder Investment Management
California
$422K -$41.3K -3,942 -8%
CFG
52
Cooper Financial Group
California
$421K -$2.44K -233 -0.5%
IWC
53
Integrated Wealth Concepts
Massachusetts
$395K -$76.5K -7,298 -15%
TIM
54
Tortoise Investment Management
New York
$377K -$165K -15,700 -29%
Stifel Financial
55
Stifel Financial
Missouri
$376K -$43.4K -4,139 -10%
CWM
56
Cornerstone Wealth Management
Missouri
$367K +$157 +15 +0%
PWSG
57
Pacific Wealth Strategies Group
California
$364K +$54.3K +5,176 +16%
CWP
58
Core Wealth Partners
California
$362K
HighTower Advisors
59
HighTower Advisors
Illinois
$348K -$64.7K -6,168 -15%
RSS
60
Rosenblum Silverman Sutton
California
$316K -$59.8K -5,700 -15%
AWS
61
Atria Wealth Solutions
New York
$289K -$50.5K -4,814 -14%
WTC
62
WhitTier Trust Company
Nevada
$275K -$32.4K -3,087 -10%
WFA
63
Wellspring Financial Advisors
Ohio
$257K
AAS
64
Ameritas Advisory Services
Nebraska
$256K +$278K +26,512 New
BRWA
65
B. Riley Wealth Advisors
Florida
$253K
PWP
66
Private Wealth Partners
California
$251K
CRWM
67
Castle Rock Wealth Management
California
$246K +$77.5K +7,392 +40%
IAIM
68
International Assets Investment Management
Florida
$241K +$259K +24,740 New
MA
69
MKT Advisors
California
$221K
GKWIM
70
Gerber Kawasaki Wealth & Investment Management
California
$219K -$39K -3,715 -14%
FAT
71
First American Trust
California
$203K
US Bancorp
72
US Bancorp
Minnesota
$202K
CIA
73
Choate Investment Advisors
Massachusetts
$198K
RCM
74
RB Capital Management
Nevada
$196K -$139K -13,262 -39%
RVPG
75
Relative Value Partners Group
$193K +$210K +20,000 New