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Nuveen California Quality Municipal Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
76
Citigroup
New York
$171K +$44.7K +3,001 +36%
TIM
77
Tortoise Investment Management
New York
$165K
RTC
78
Riverview Trust Company
Washington
$159K
SFS
79
Sowell Financial Services
Arkansas
$139K +$138K +9,262 New
PA
80
Parallel Advisors
California
$134K
BCWM
81
Bartlett & Co Wealth Management
Ohio
$126K +$124K +8,350 New
BC
82
Bartlett & Co
Ohio
$125K +$124K +8,350 New
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$66K
GWM
84
Geneos Wealth Management
Colorado
$55K
RIA
85
Realta Investment Advisors
Delaware
$51K +$50.6K +3,400 New
AF
86
Allworth Financial
California
$50K +$49.5K +3,325 New
SPIA
87
Steward Partners Investment Advisory
New York
$35K +$35.7K +2,400 New
JP Morgan Chase
88
JP Morgan Chase
New York
$23K
QCIG
89
Quad-Cities Investment Group
Iowa
$23K
NFG
90
Next Financial Group
Texas
$22K
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
$12K
AIP
92
Ameritas Investment Partners
Nebraska
$10K +$10.8K +726 New
ETI
93
Enterprise Trust & Investment
California
$6K
TCM
94
Telos Capital Management
California
-$220K -15,216 Closed
First Trust Advisors
95
First Trust Advisors
Illinois
-$206K -14,232 Closed
SC
96
Schoolcraft Capital
Colorado
-$188K -13,000 Closed
GSWM
97
Golden State Wealth Management
California
-$162K -11,222 Closed
IGGA
98
Iron Gate Global Advisors
Utah
-$151K -10,422 Closed
SMFS
99
Squar Milner Financial Services
California
-$131K -9,055 Closed
GAM
100
Gemmer Asset Management
California
-$21K -1,450 Closed