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Nuveen California Quality Municipal Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
FIA
101
FNY Investment Advisers
New York
$79K -$68.5K -4,453 -47%
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$66K – – –
Covington Capital Management
103
Covington Capital Management
California
$58K -$25.2K -1,642 -31%
LC
104
Lindbrook Capital
California
$55K +$53.8K +3,500 New
RIM
105
Rockbridge Investment Management
New York
$54K – – –
WWMSC
106
Wagner Wealth Management (South Carolina)
South Carolina
$39K – – –
MAWCM
107
Mine & Arao Wealth Creation & Management
California
$32K – – –
NFG
108
Next Financial Group
Texas
$24K – – –
LWM
109
Liberty Wealth Management
California
$19K +$18.4K +1,199 New
GLLW
110
Graves Light Lenhart Wealth
Virginia
$16K – – –
SWA
111
SOA Wealth Advisors
New York
$12K +$123 +8 +1%
DWMG
112
DB Wealth Management Group
California
$8K – – –
Panagora Asset Management
113
Panagora Asset Management
Massachusetts
$1K -$922 -60 -53%
RCM
114
Robinson Capital Management
Michigan
– -$2.4M -160,269 Closed
ACA
115
Ackerman Capital Advisors
Texas
– -$408K -27,475 Closed
RI
116
Ridgewood Investments
New Jersey
– -$312K -21,020 Closed
Citadel Advisors
117
Citadel Advisors
Florida
– -$310K -20,871 Closed
WCG
118
Weaver Consulting Group
California
– -$175K -11,778 Closed
NL
119
NWAM LLC
Washington
– -$165K -11,093 Closed
Creative Planning
120
Creative Planning
Kansas
– -$157K -10,593 Closed
Sowell Financial Services
121
Sowell Financial Services
Arkansas
– -$142K -9,262 Closed
Ameritas Investment Partners
122
Ameritas Investment Partners
Nebraska
– -$10K -728 Closed
Fidelity Investments
123
Fidelity Investments
Massachusetts
– +$46 +3 New