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Nuveen California Quality Municipal Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CRWM
76
Castle Rock Wealth Management
California
$197K -$96.4K -8,939 -33%
WIA
77
World Investment Advisors
California
$196K
EWA
78
EP Wealth Advisors
California
$191K -$11.8K -1,090 -10%
PWM
79
Perigon Wealth Management
California
$188K +$183 +17 +0.1%
WCG
80
Weaver Consulting Group
California
$180K -$19.3K -1,789 -10%
WWM
81
Western Wealth Management
Colorado
$164K
GIM
82
Grassi Investment Management
California
$164K
RJFSA
83
Raymond James Financial Services Advisors
Florida
$163K -$127K -11,758 -44%
BF
84
BOK Financial
Oklahoma
$159K +$157K +14,525 New
ACI
85
Alpha Cubed Investments
California
$157K
PFA
86
Pure Financial Advisors
California
$156K
PA
87
Parallel Advisors
California
$151K -$50.8K -4,708 -25%
KW
88
KWB Wealth
California
$139K +$2.67K +248 +2%
PIA
89
Perennial Investment Advisors
California
$137K -$49.6K -4,600 -27%
JP Morgan Chase
90
JP Morgan Chase
New York
$133K +$129K +11,946 +4,666%
MWM
91
Melfa Wealth Management
Massachusetts
$131K
OWA
92
Octavia Wealth Advisors
Ohio
$129K +$127K +11,750 New
AWM
93
Axxcess Wealth Management
California
$128K
RTC
94
Riverview Trust Company
Washington
$116K
H
95
HoyleCohen
California
$115K -$12.5K -1,156 -10%
EE
96
EWG Elevate
California
$112K +$110K +10,218 New
RI
97
Rinkey Investments
California
$109K
AF
98
Allworth Financial
California
$73.6K +$421 +39 +0.6%
WP
99
WealthPLAN Partners
Nebraska
$54.6K -$65.8K -6,100 -55%
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$22K