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Nuveen California Quality Municipal Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
FIA
126
FNY Investment Advisers
New York
$24K – – –
MG
127
Mather Group
Illinois
$18.8K +$1.36K +114 +8%
WWM
128
Wolff Wiese Magana
California
$18.2K – – –
RIL
129
Rothschild Investment LLC
Illinois
$17K +$297 +25 +2%
AG
130
AmeriFlex Group
Nevada
$17K – – –
SAM
131
Smartleaf Asset Management
Massachusetts
$15K – – –
SWA
132
SOA Wealth Advisors
New York
$12.4K +$226 +19 +2%
IA
133
IFP Advisors
Florida
$11.4K +$202 +17 +2%
LF
134
LifeSteps Financial
California
$7.88K +$7.73K +650 New
BL
135
BFSG LLC
California
$6.54K – – –
KFP
136
Kroeger Financial Partners
California
$5.96K +$5.85K +492 New
HWP
137
Highline Wealth Partners
California
$3.03K -$5.95K -500 -67%
TRCT
138
Tower Research Capital (TRC)
New York
$2.96K +$2.7K +227 +1,335%
EW
139
Evoke Wealth
California
– -$3M -256,039 Closed
PFS
140
Prospera Financial Services
Texas
– -$751K -64,500 Closed
GSEP
141
Golden State Equity Partners
California
– -$726K -62,311 Closed
Mercer Global Advisors
142
Mercer Global Advisors
Colorado
– -$309K -26,489 Closed
DWM
143
Ducere Wealth Management
California
– -$268K -22,977 Closed
EPW
144
Evolve Private Wealth
California
– -$197K -16,940 Closed
EWA
145
EP Wealth Advisors
California
– -$118K -10,167 Closed
SMH
146
Sanders Morris Harris
Texas
– -$117K -10,000 Closed
WOSD
147
WFA of San Diego
California
– -$6.87K -590 Closed
Fifth Third Bancorp
148
Fifth Third Bancorp
Ohio
– -$548 -47 Closed