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Nuveen California Quality Municipal Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial Services Advisors
76
Raymond James Financial Services Advisors
Florida
$247K +$62.9K +5,366 +35%
NMC
77
Nine Masts Capital
Hong Kong
$243K -$1.04M -88,723 -81%
BAG
78
Bridgewealth Advisory Group
California
$241K +$237K +20,243 New
FAT
79
First American Trust
California
$226K – – –
RCM
80
RB Capital Management
Nevada
$222K +$3.36K +287 +2%
Pure Financial Advisors
81
Pure Financial Advisors
California
$216K +$2.59K +221 +1%
Wealth Enhancement Advisory Services
82
Wealth Enhancement Advisory Services
Minnesota
$215K +$212K +18,058 New
NIWA
83
New Insight Wealth Advisors
California
$215K – – –
EP Wealth Advisors
84
EP Wealth Advisors
California
$209K +$27.5K +2,344 +15%
NewEdge Wealth
85
NewEdge Wealth
Pennsylvania
$208K +$205K +17,500 New
IEQ Capital
86
IEQ Capital
California
$200K +$2.9K +247 +1%
Osaic Holdings
87
Osaic Holdings
Arizona
$194K -$498K -42,489 -72%
Perigon Wealth Management
88
Perigon Wealth Management
California
$180K – – –
Western Wealth Management
89
Western Wealth Management
Colorado
$179K – – –
Choate Investment Advisors
90
Choate Investment Advisors
Massachusetts
$178K – – –
WCG
91
Weaver Consulting Group
California
$178K – – –
GIM
92
Grassi Investment Management
California
$178K – – –
Clearstead Advisors
93
Clearstead Advisors
Ohio
$177K +$174K +14,857 New
Alpha Cubed Investments
94
Alpha Cubed Investments
California
$171K – – –
Parallel Advisors
95
Parallel Advisors
California
$164K – – –
PIA
96
Perennial Investment Advisors
California
$131K +$234 +20 +0.2%
Mesirow Financial Investment Management
97
Mesirow Financial Investment Management
Illinois
$130K +$2.4K +205 +2%
FA
98
Fermata Advisors
California
$130K – – –
CreativeOne Wealth
99
CreativeOne Wealth
Kansas
$128K +$127K +10,804 New
RTC
100
Riverview Trust Company
Washington
$126K – – –