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Nuveen California Quality Municipal Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WCG
76
Weaver Consulting Group
California
$205K +$20.4K +2,000 +12%
Pure Financial Advisors
77
Pure Financial Advisors
California
$197K +$31.1K +3,056 +21%
Raymond James Financial Services Advisors
78
Raymond James Financial Services Advisors
Florida
$196K +$23.5K +2,303 +15%
TJHA
79
Thomas J. Herzfeld Advisors
Florida
$191K +$175K +17,210 New
WhitTier Trust Company
80
WhitTier Trust Company
Nevada
$187K -$118K -11,589 -41%
Perigon Wealth Management
81
Perigon Wealth Management
California
$183K – – –
IEQ Capital
82
IEQ Capital
California
$181K +$166K +16,318 New
MWM
83
Melfa Wealth Management
Massachusetts
$180K +$43.5K +4,267 +36%
EP Wealth Advisors
84
EP Wealth Advisors
California
$178K +$20.6K +2,024 +14%
NL
85
NWAM LLC
Washington
$173K +$159K +15,630 New
Western Wealth Management
86
Western Wealth Management
Colorado
$167K – – –
GIM
87
Grassi Investment Management
California
$166K – – –
BOK Financial
88
BOK Financial
Oklahoma
$161K – – –
Alpha Cubed Investments
89
Alpha Cubed Investments
California
$159K – – –
Oppenheimer & Co
90
Oppenheimer & Co
New York
$159K +$146K +14,338 New
TC
91
Truvestments Capital
Florida
$157K +$145K +14,191 New
Parallel Advisors
92
Parallel Advisors
California
$153K – – –
Nomura Holdings
93
Nomura Holdings
Japan
$140K +$129K +12,625 New
H
94
HoyleCohen
California
$136K -$12.3K -1,210 -9%
Kingswood Wealth Advisors
95
Kingswood Wealth Advisors
California
$134K +$123K +12,118 New
World Investment Advisors
96
World Investment Advisors
California
$133K – – –
Axxcess Wealth Management
97
Axxcess Wealth Management
California
$131K +$336 +33 +0.3%
CIBC Private Wealth Group
98
CIBC Private Wealth Group
Georgia
$123K +$113K +11,061 New
PIA
99
Perennial Investment Advisors
California
$122K -$15.3K -1,500 -12%
FA
100
Fermata Advisors
California
$121K – – –