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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
$107K -$14K -1,001 -11%
TIM
102
Tortoise Investment Management
New York
$98K -$45.5K -3,250 -30%
Carson Wealth (CWM LLC)
103
Carson Wealth (CWM LLC)
Nebraska
$81K +$12.8K +916 +17%
MCM
104
Manchester Capital Management
Vermont
$79K
RIM
105
Rockbridge Investment Management
New York
$44.7K
PFS
106
Prospera Financial Services
Texas
$32K +$34.5K +2,463 New
UB
107
UMB Bank
Missouri
$27K +$19.7K +1,408 +228%
MAWCM
108
Mine & Arao Wealth Creation & Management
California
$26K
FIA
109
FNY Investment Advisers
New York
$26K +$28K +2,000 New
SBL
110
Sargent Bickham Lagudis
Colorado
$25K
APA
111
American Portfolios Advisors
New York
$14.4K +$15.4K +1,100 New
GLLW
112
Graves Light Lenhart Wealth
Virginia
$13K
MCC
113
Money Concepts Capital
Florida
$13K +$14.2K +1,016 New
SWA
114
SOA Wealth Advisors
New York
$10K +$126 +9 +1%
MPWT
115
MassMutual Private Wealth & Trust
Connecticut
$8K +$8.8K +628 New
Koshinski Asset Management
116
Koshinski Asset Management
Illinois
$5.25K +$5.61K +400 New
PNC Financial Services Group
117
PNC Financial Services Group
Pennsylvania
$5K
FFM
118
Forum Financial Management
Illinois
-$1.75M -112,071 Closed
IFG
119
Independent Financial Group
California
-$575K -36,777 Closed
TWM
120
TriaGen Wealth Management
California
-$532K -34,026 Closed
EWM
121
Empirical Wealth Management
Washington
-$461K -29,481 Closed
KJWM
122
Kiley Juergens Wealth Management
Washington
-$443K -28,307 Closed
ECM
123
Evergreen Capital Management
Washington
-$349K -22,333 Closed
NL
124
NWAM LLC
Washington
-$303K -19,342 Closed
WIA
125
World Investment Advisors
California
-$257K -18,510 Closed