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Nuveen California Quality Municipal Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
101
Citigroup
New York
$77K +$430 +29 +0.6%
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$66K – – –
GWM
103
Geneos Wealth Management
Colorado
$55K – – –
RIM
104
Rockbridge Investment Management
New York
$52K – – –
AF
105
Allworth Financial
California
$42K – – –
CCM
106
Covington Capital Management
California
$40K +$39.2K +2,643 New
PS
107
Planned Solutions
California
$31K – – –
MAWCM
108
Mine & Arao Wealth Creation & Management
California
$30K – – –
NFG
109
Next Financial Group
Texas
$23K – – –
OCM
110
Orion Capital Management
California
$21K +$20.8K +1,400 New
GLLW
111
Graves Light Lenhart Wealth
Virginia
$15K +$15.1K +1,016 New
AIP
112
Ameritas Investment Partners
Nebraska
$11K – – –
SWA
113
SOA Wealth Advisors
New York
$11K +$11.2K +757 New
DWMG
114
DB Wealth Management Group
California
$7K +$7.07K +477 New
FIA
115
FNY Investment Advisers
New York
$7K +$7.42K +500 New
ETI
116
Enterprise Trust & Investment
California
$6K – – –
KIM
117
Karpus Investment Management
New York
– -$3.96M -271,692 Closed
CRC
118
Curi RMB Capital
Illinois
– -$456K -31,350 Closed
JWCA
119
J.W. Cole Advisors
Florida
– -$426K -29,249 Closed
SWP
120
Stratos Wealth Partners
Ohio
– -$394K -27,086 Closed
MA
121
MUFG Americas
New York
– -$388K -26,650 Closed
AAS
122
Avantax Advisory Services
Texas
– -$281K -19,244 Closed
WCG
123
Weaver Consulting Group
California
– -$92K -6,328 Closed
PFS
124
Prospera Financial Services
Texas
– -$36K -2,463 Closed
DI
125
Disciplined Investments
Oklahoma
– -$11K -732 Closed