We are live on ! Find out more
NAC icon

Nuveen California Quality Municipal Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
FWWM
101
Fiscal Wisdom Wealth Management
Connecticut
$139K – – –
FA
102
Fermata Advisors
California
$134K – – –
RSS
103
Rosenblum Silverman Sutton
California
$133K – – –
AC
104
Avestar Capital
New York
$129K +$131K +11,000 New
MML Investors Services
105
MML Investors Services
Massachusetts
$126K +$129K +10,828 New
RTC
106
Riverview Trust Company
Washington
$124K – – –
SA
107
Strategic Advocates
Utah
$121K – – –
EP Wealth Advisors
108
EP Wealth Advisors
California
$118K – – –
CIBC Bancorp USA
109
CIBC Bancorp USA
Illinois
$117K +$119K +10,000 New
SMH
110
Sanders Morris Harris
Texas
$117K +$119K +10,000 New
Harbour Investments
111
Harbour Investments
Wisconsin
$104K – – –
US Bancorp
112
US Bancorp
Minnesota
$63.5K +$12.4K +1,047 +24%
WhitTier Trust Company
113
WhitTier Trust Company
Nevada
$41K – – –
PWM
114
Peterson Wealth Management
Nevada
$30.9K +$31.5K +2,655 New
Carson Wealth (CWM LLC)
115
Carson Wealth (CWM LLC)
Nebraska
$23.1K – – –
FIA
116
FNY Investment Advisers
New York
$23K +$23.7K +2,000 New
WWM
117
Wolff Wiese Magana
California
$17.5K +$17.8K +1,500 New
Mather Group
118
Mather Group
Illinois
$16.7K +$17.1K +1,437 New
AG
119
AmeriFlex Group
Nevada
$16.3K – – –
RIL
120
Rothschild Investment LLC
Illinois
$16.1K +$297 +25 +2%
Smartleaf Asset Management
121
Smartleaf Asset Management
Massachusetts
$14.1K – – –
Penserra Capital Management
122
Penserra Capital Management
California
$14K +$14.6K +1,226 New
SWA
123
SOA Wealth Advisors
New York
$11.7K +$142 +12 +1%
IFP Advisors
124
IFP Advisors
Florida
$10.8K +$131 +11 +1%
HWP
125
Highline Wealth Partners
California
$8.74K -$2.97K -250 -25%