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Nuveen California Quality Municipal Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
76
Cambridge Investment Research Advisors
Iowa
$221K +$216K +19,789 New
Creative Planning
77
Creative Planning
Kansas
$214K -$541K -49,611 -72%
FAT
78
First American Trust
California
$212K
PFA
79
Pure Financial Advisors
California
$203K
Citadel Advisors
80
Citadel Advisors
Florida
$197K +$192K +17,654 New
AAS
81
Ameritas Advisory Services
Nebraska
$191K
GKWIM
82
Gerber Kawasaki Wealth & Investment Management
California
$179K +$174K +15,987 New
RCM
83
RB Capital Management
Nevada
$176K +$2.77K +254 +2%
PWM
84
Perigon Wealth Management
California
$169K -$15.3K -1,400 -8%
WWM
85
Western Wealth Management
Colorado
$168K
GIM
86
Grassi Investment Management
California
$168K
CIA
87
Choate Investment Advisors
Massachusetts
$168K
BWMG
88
Barnes Wealth Management Group
California
$167K
NAS
89
NWF Advisory Services
California
$162K +$158K +14,520 New
PA
90
Parallel Advisors
California
$154K
MFIM
91
Mesirow Financial Investment Management
Illinois
$151K +$24.3K +2,229 +20%
CW
92
CreativeOne Wealth
Kansas
$151K +$29.9K +2,740 +25%
IC
93
IEQ Capital
California
$148K -$12.4K -1,138 -8%
IFG
94
Independent Financial Group
California
$146K +$142K +13,043 New
EE
95
EWG Elevate
California
$135K +$132K +12,100 New
AAS
96
Avantax Advisory Services
Texas
$134K -$58.5K -5,368 -31%
KAS
97
Kestra Advisory Services
Texas
$126K +$123K +11,321 New
VF
98
Virtu Financial
New York
$124K -$4.14K -380 -3%
PIA
99
Perennial Investment Advisors
California
$123K
FA
100
Fermata Advisors
California
$122K