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Nuveen California Quality Municipal Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CEFA
101
Closed-End Fund Advisors
Virginia
$168K +$7.13K +600 +5%
CW
102
CreativeOne Wealth
Kansas
$164K – – –
IFG
103
Independent Financial Group
California
$164K +$161K +13,506 New
RCM
104
RB Capital Management
Nevada
$161K -$16.5K -1,386 -9%
MA
105
MKT Advisors
California
$150K -$125K -10,483 -46%
FWWM
106
Fiscal Wisdom Wealth Management
Connecticut
$144K – – –
SAI
107
Savvy Advisors Inc
New York
$141K +$139K +11,659 New
FA
108
Fermata Advisors
California
$139K – – –
RSS
109
Rosenblum Silverman Sutton
California
$139K – – –
GVAG
110
Great Valley Advisor Group
Delaware
$136K +$133K +11,194 New
MML Investors Services
111
MML Investors Services
Massachusetts
$131K – – –
RTC
112
Riverview Trust Company
Washington
$129K – – –
Focus Partners Wealth
113
Focus Partners Wealth
Massachusetts
$127K +$124K +10,465 New
SA
114
Strategic Advocates
Utah
$126K – – –
EH
115
Equitable Holdings
New York
$122K +$120K +10,095 New
CBU
116
CIBC Bancorp USA
Illinois
$121K – – –
HI
117
Harbour Investments
Wisconsin
$109K – – –
US Bancorp
118
US Bancorp
Minnesota
$59.7K -$6.23K -524 -10%
PA
119
Parallel Advisors
California
$53.5K -$112K -9,419 -68%
RRMM
120
Regatta Research & Money Management
Louisiana
$49.2K +$48.3K +4,063 New
GRP
121
Global Retirement Partners
California
$44.7K +$43.8K +3,685 New
PCM
122
Penserra Capital Management
California
$44K +$29.2K +2,452 +200%
WTC
123
WhitTier Trust Company
Nevada
$43K – – –
AAP
124
Arax Advisory Partners
Colorado
$41.2K +$40.4K +3,400 New
PWM
125
Peterson Wealth Management
Nevada
$32.2K – – –