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Nuveen California Municipal Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Arax Advisory Partners
26
Arax Advisory Partners
Colorado
$326K +$163K +17,459 +100%
D.A. Davidson & Co
27
D.A. Davidson & Co
Montana
$308K -$15.4K -1,650 -5%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$304K +$44.3K +4,746 +17%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$257K +$1.11K +119 +0.4%
Steward Partners Investment Advisory
30
Steward Partners Investment Advisory
New York
$245K +$12.1K +1,300 +5%
MAI Capital Management
31
MAI Capital Management
Ohio
$238K +$38K +4,065 +19%
HighTower Advisors
32
HighTower Advisors
Illinois
$229K – – –
Private Advisor Group
33
Private Advisor Group
New Jersey
$197K +$197K +21,084 New
PFG Investments
34
PFG Investments
New York
$191K +$94.9K +10,164 +98%
Mission Wealth Management
35
Mission Wealth Management
California
$179K +$180K +19,222 New
Readystate Asset Management
36
Readystate Asset Management
Illinois
$169K +$169K +18,061 New
DKM Wealth Management
37
DKM Wealth Management
California
$168K – – –
Osborne Partners Capital Management
38
Osborne Partners Capital Management
California
$159K – – –
Ackerman Capital Advisors
39
Ackerman Capital Advisors
Texas
$157K +$157K +16,799 New
Creative Planning
40
Creative Planning
Kansas
$144K -$18.7K -2,000 -11%
Sanctuary Advisors
41
Sanctuary Advisors
Indiana
$132K +$15.9K +1,704 +14%
First Manhattan
42
First Manhattan
New York
$127K – – –
ISFAN
43
Investor's Fiduciary Advisor Network
Washington
$122K – – –
Citadel Advisors
44
Citadel Advisors
Florida
$120K +$120K +12,863 New
Farther Finance Advisors
45
Farther Finance Advisors
California
$119K – – –
RB Capital Management
46
RB Capital Management
Nevada
$116K +$402 +43 +0.3%
Marex Group
47
Marex Group
$110K +$110K +11,793 New
Cantor Fitzgerald Investment Advisors
48
Cantor Fitzgerald Investment Advisors
New York
$110K – – –
Corient Private Wealth
49
Corient Private Wealth
Florida
$102K – – –
James Investment Research
50
James Investment Research
Ohio
$95.4K – – –