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Nuveen California Quality Municipal Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MA
76
MKT Advisors
California
$250K
FFA
77
Farther Finance Advisors
California
$246K
JWCA
78
J.W. Cole Advisors
Florida
$242K +$245K +21,541 New
Wealth Enhancement Advisory Services
79
Wealth Enhancement Advisory Services
Minnesota
$240K +$29.2K +2,574 +14%
FAT
80
First American Trust
California
$214K
PFA
81
Pure Financial Advisors
California
$205K
AAS
82
Avantax Advisory Services
Texas
$195K +$197K +17,355 New
AAS
83
Ameritas Advisory Services
Nebraska
$192K -$46.3K -4,078 -19%
PWM
84
Perigon Wealth Management
California
$186K
RCM
85
RB Capital Management
Nevada
$175K -$29.2K -2,568 -14%
WWM
86
Western Wealth Management
Colorado
$169K -$130K -11,440 -43%
GIM
87
Grassi Investment Management
California
$169K
CIA
88
Choate Investment Advisors
Massachusetts
$169K
BWMG
89
Barnes Wealth Management Group
California
$168K
IC
90
IEQ Capital
California
$161K -$32.1K -2,825 -16%
PA
91
Parallel Advisors
California
$155K
IP
92
Intellectus Partners
California
$153K
EWA
93
EP Wealth Advisors
California
$131K -$52.4K -4,611 -28%
VF
94
Virtu Financial
New York
$129K +$131K +11,495 New
MFIM
95
Mesirow Financial Investment Management
Illinois
$127K +$1.64K +144 +1%
PIA
96
Perennial Investment Advisors
California
$124K +$125K +11,012 New
FA
97
Fermata Advisors
California
$123K
CW
98
CreativeOne Wealth
Kansas
$121K
RTC
99
Riverview Trust Company
Washington
$119K
SA
100
Strategic Advocates
Utah
$117K