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Nuveen California Quality Municipal Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
101
Covington Capital Management
California
$79K +$39.3K +2,643 +100%
Citigroup
102
Citigroup
New York
$75K +$208 +14 +0.3%
Carson Wealth (CWM LLC)
103
Carson Wealth (CWM LLC)
Nebraska
$66K – – –
RIM
104
Rockbridge Investment Management
New York
$51K – – –
AF
105
Allworth Financial
California
$42K – – –
WWMSC
106
Wagner Wealth Management (South Carolina)
South Carolina
$36K +$36.3K +2,440 New
MAWCM
107
Mine & Arao Wealth Creation & Management
California
$30K – – –
AIC
108
Ameritas Investment Company
Nebraska
$27.6K +$27.6K +1,855 New
NFG
109
Next Financial Group
Texas
$22K – – –
GLLW
110
Graves Light Lenhart Wealth
Virginia
$15K – – –
SWA
111
SOA Wealth Advisors
New York
$11K +$45 +3 +0.4%
AIP
112
Ameritas Investment Partners
Nebraska
$10K – – –
DWMG
113
DB Wealth Management Group
California
$7K – – –
PAM
114
Panagora Asset Management
Massachusetts
$2K +$1.68K +113 New
G
115
GenTrust
Florida
– -$5.09M -335,847 Closed
BWA
116
BDO Wealth Advisors
Florida
– -$798K -52,614 Closed
Cohen & Steers
117
Cohen & Steers
New York
– -$734K -48,419 Closed
DWM
118
Destination Wealth Management
California
– -$457K -30,164 Closed
KAS
119
Kestra Advisory Services
Texas
– -$289K -19,102 Closed
CAN
120
Cetera Advisor Networks
California
– -$247K -16,324 Closed
IGGA
121
Iron Gate Global Advisors
Utah
– -$157K -10,422 Closed
PWM
122
Perigon Wealth Management
California
– -$82K -5,430 Closed
GWM
123
Geneos Wealth Management
Colorado
– -$55K -3,757 Closed
PS
124
Planned Solutions
California
– -$31K -2,032 Closed
OCM
125
Orion Capital Management
California
– -$21K -1,400 Closed