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Nuveen California Municipal Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MCCP
26
Mission Creek Capital Partners
California
$301K
SWP
27
Stratos Wealth Partners
Ohio
$285K -$224K -21,379 -43%
CAN
28
Cetera Advisor Networks
California
$284K -$2.22K -212 -0.8%
RJA
29
Raymond James & Associates
Florida
$262K +$269K +25,646 New
OIA
30
OneDigital Investment Advisors
Kansas
$257K +$32.4K +3,088 +14%
M&T Bank
31
M&T Bank
New York
$220K -$105K -10,000 -32%
CRWM
32
Castle Rock Wealth Management
California
$208K +$44.4K +4,235 +26%
LCM
33
Landscape Capital Management
New Jersey
$208K +$214K +20,386 New
Creative Planning
34
Creative Planning
Kansas
$203K
AA
35
AlphaMark Advisors
Kentucky
$198K +$98.5K +9,400 +94%
GPA
36
Garrison Point Advisors
California
$190K
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$176K +$31K +2,957 +21%
CP
38
Camelot Portfolios
Ohio
$155K +$159K +15,172 New
PCMC
39
Paragon Capital Management (Colorado)
Colorado
$153K
PA
40
Parallel Advisors
California
$151K +$54K +5,158 +53%
HWAM
41
Hennion & Walsh Asset Management
New Jersey
$143K +$147K +14,003 New
GJIC
42
Gamble Jones Investment Counsel
California
$141K -$29.3K -2,800 -17%
SIA
43
Sit Investment Associates
Minnesota
$126K +$129K +12,289 New
TW
44
Towerpoint Wealth
California
$125K +$23.8K +2,275 +23%
DADC
45
D.A. Davidson & Co
Montana
$118K
First Trust Advisors
46
First Trust Advisors
Illinois
$118K +$121K +11,517 New
CFIA
47
Cantor Fitzgerald Investment Advisors
New York
$111K
IC
48
Intersect Capital
California
$108K
PWM
49
Perigon Wealth Management
California
$108K +$111K +10,560 New
RIA
50
Realta Investment Advisors
Delaware
$108K +$111K +10,562 New