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Nuveen California Municipal Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$182K +$179K +19,026 New
RJA
27
Raymond James & Associates
Florida
$175K +$396 +42 +0.2%
GPA
28
Garrison Point Advisors
California
$163K
GJIC
29
Gamble Jones Investment Counsel
California
$159K
IA
30
IFP Advisors
Florida
$158K -$282K -29,850 -64%
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$154K
SWP
32
Stratos Wealth Partners
Ohio
$153K -$9.43K -1,000 -6%
CFIA
33
Cantor Fitzgerald Investment Advisors
New York
$146K
AA
34
AQR Arbitrage
Connecticut
$141K -$5.73K -608 -4%
LWAC
35
Laurel Wealth Advisors (California)
California
$136K +$57 +6 +0%
First Trust Advisors
36
First Trust Advisors
Illinois
$122K +$2.64K +280 +2%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$109K
RCM
38
RB Capital Management
Nevada
$104K +$1.14K +121 +1%
AA
39
AlphaMark Advisors
Kentucky
$96K
BA
40
Boston Advisors
Massachusetts
$96K
PCMC
41
Paragon Capital Management (Colorado)
Colorado
$96K
GSWM
42
Golden State Wealth Management
California
$96K +$94.3K +9,996 New
TW
43
Towerpoint Wealth
California
$96K +$94.3K +10,000 New
WT
44
Whittier Trust
California
$66K
GAM
45
Gemmer Asset Management
California
$45K
Citigroup
46
Citigroup
New York
$40K
JIR
47
James Investment Research
Ohio
$29K
SMFS
48
Squar Milner Financial Services
California
$9K
WAS
49
WESPAC Advisors SoCal
California
$9K +$9.34K +990 New
GRP
50
Global Retirement Partners
California
$8K