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Nuveen California Quality Municipal Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
51
Melfa Wealth Management
Massachusetts
$590K +$410K +37,284 +229%
FFA
52
First Foundation Advisors
California
$584K -$163K -14,787 -22%
PWSG
53
Pacific Wealth Strategies Group
California
$575K +$180K +16,400 +46%
Cerity Partners
54
Cerity Partners
New York
$561K
CC
55
Centiva Capital
New York
$524K -$728K -66,127 -58%
EHC
56
Everett Harris & Co
California
$507K
OIM
57
Oder Investment Management
California
$496K +$308 +28 +0.1%
CFG
58
Cooper Financial Group
California
$451K +$6.8K +618 +2%
NWM
59
Napa Wealth Management
California
$443K
IWC
60
Integrated Wealth Concepts
Massachusetts
$435K -$6.11K -555 -1%
Empower Advisory Group
61
Empower Advisory Group
Colorado
$433K +$432K +39,269 New
CWP
62
Core Wealth Partners
California
$414K
AWA
63
Aquire Wealth Advisors
Utah
$406K +$406K +36,882 New
TIM
64
Tortoise Investment Management
New York
$374K +$29.7K +2,700 +9%
BCWM
65
Bartlett & Co Wealth Management
Ohio
$371K -$11K -1,000 -3%
SFS
66
Sowell Financial Services
Arkansas
$367K +$365K +33,162 New
AWS
67
Atria Wealth Solutions
New York
$358K +$35K +3,184 +11%
HighTower Advisors
68
HighTower Advisors
Illinois
$337K -$347K -31,500 -51%
RF
69
RHS Financial
California
$302K +$59.4K +5,398 +25%
WFA
70
Wellspring Financial Advisors
Ohio
$293K
IAIM
71
International Assets Investment Management
Florida
$293K +$20.5K +1,860 +8%
Comerica Bank
72
Comerica Bank
Texas
$278K +$193K +17,543 +229%
CRWM
73
Castle Rock Wealth Management
California
$276K -$2.7K -245 -1%
TJHA
74
Thomas J. Herzfeld Advisors
Florida
$275K +$85.5K +7,765 +45%
SCA
75
Snowden Capital Advisors
New York
$264K +$262K +23,812 New