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Nuveen California Quality Municipal Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
101
Steward Partners Investment Advisory
New York
$126K – – –
MM
102
Main Management
California
$125K -$441K -28,601 -78%
FFG
103
Ford Financial Group
California
$118K +$117K +7,591 New
SCA
104
Snowden Capital Advisors
New York
$102K +$102K +6,578 New
AF
105
Allworth Financial
California
$101K +$787 +51 +0.8%
MCM
106
Manchester Capital Management
Vermont
$94K – – –
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$82K +$80.8K +5,236 New
RIM
108
Rockbridge Investment Management
New York
$53K – – –
SCM
109
Segantii Capital Management
Hong Kong
$39K +$38.2K +2,475 New
WWMSC
110
Wagner Wealth Management (South Carolina)
South Carolina
$38K – – –
MAWCM
111
Mine & Arao Wealth Creation & Management
California
$31K – – –
SBL
112
Sargent Bickham Lagudis
Colorado
$30K – – –
NFG
113
Next Financial Group
Texas
$25K +$1.28K +83 +6%
AssetMark Inc
114
AssetMark Inc
California
$17K +$17.2K +1,112 New
GLLW
115
Graves Light Lenhart Wealth
Virginia
$16K – – –
SWA
116
SOA Wealth Advisors
New York
$12K +$123 +8 +1%
UB
117
UMB Bank
Missouri
$10K +$9.52K +617 New
DWMG
118
DB Wealth Management Group
California
$7K – – –
PNC Financial Services Group
119
PNC Financial Services Group
Pennsylvania
$6K +$6.17K +400 New
C
120
Certuity
Florida
– -$1.92M -122,494 Closed
JP Morgan Chase
121
JP Morgan Chase
New York
– -$763K -48,608 Closed
TFO
122
Tarbox Family Office
California
– -$650K -41,418 Closed
TA
123
Tiedemann Advisors
New York
– -$526K -33,514 Closed
Cambridge Investment Research Advisors
124
Cambridge Investment Research Advisors
Iowa
– -$216K -13,783 Closed
PPW
125
Pasadena Private Wealth
California
– -$200K -12,765 Closed