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Nuveen California Municipal Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
OIA
26
OneDigital Investment Advisors
Kansas
$236K +$1.69K +176 +0.7%
MCCP
27
Mission Creek Capital Partners
California
$229K
Comerica Bank
28
Comerica Bank
Texas
$196K
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$183K +$192K +19,997 New
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$180K +$175K +18,185 New
AA
31
AlphaMark Advisors
Kentucky
$178K
CFIA
32
Cantor Fitzgerald Investment Advisors
New York
$176K
Creative Planning
33
Creative Planning
Kansas
$171K -$9.85K -1,024 -5%
GPA
34
Garrison Point Advisors
California
$170K
SWP
35
Stratos Wealth Partners
Ohio
$168K -$7.06K -734 -4%
RJA
36
Raymond James & Associates
Florida
$160K -$126K -13,059 -43%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$159K +$962 +100 +0.6%
AA
38
AQR Arbitrage
Connecticut
$150K +$158K +16,409 New
DADC
39
D.A. Davidson & Co
Montana
$149K +$317 +33 +0.2%
GJIC
40
Gamble Jones Investment Counsel
California
$127K
CCM
41
Covington Capital Management
California
$103K
First Trust Advisors
42
First Trust Advisors
Illinois
$103K +$5.26K +547 +5%
PWM
43
Perigon Wealth Management
California
$97K
RIA
44
Realta Investment Advisors
Delaware
$97K
HWA
45
HCR Wealth Advisors
California
$97K +$606 +63 +0.6%
CRWM
46
Castle Rock Wealth Management
California
$91K -$44.4K -4,616 -31%
JIR
47
James Investment Research
Ohio
$75K
AF
48
Allworth Financial
California
$50K +$52.9K +5,500 New
PA
49
Parallel Advisors
California
$37K -$38.5K -4,000 -50%
HCP
50
Hexagon Capital Partners
Arkansas
$33K