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Nuveen California Municipal Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MIAN
26
Mariner Independent Advisor Network
Kansas
$243K +$239K +26,932 New
OIA
27
OneDigital Investment Advisors
Kansas
$227K +$1.71K +193 +0.7%
CAN
28
Cetera Advisor Networks
California
$224K
MCCP
29
Mission Creek Capital Partners
California
$218K
Comerica Bank
30
Comerica Bank
Texas
$193K
SWP
31
Stratos Wealth Partners
Ohio
$176K +$15.6K +1,766 +10%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$172K +$1.34K +151 +0.8%
AA
33
AlphaMark Advisors
Kentucky
$169K
CF
34
Cantor Fitzgerald
New York
$168K +$170K +19,191 New
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$167K -$7.68K -867 -4%
Creative Planning
36
Creative Planning
Kansas
$152K -$10.3K -1,168 -6%
RJA
37
Raymond James & Associates
Florida
$152K
GPA
38
Garrison Point Advisors
California
$147K -$15.6K -1,756 -9%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$142K -$9.91K -1,118 -6%
PTC
40
Private Trust Company
Ohio
$125K +$126K +14,273 New
GJIC
41
Gamble Jones Investment Counsel
California
$121K
TWM
42
TriaGen Wealth Management
California
$110K +$112K +12,636 New
RIA
43
Realta Investment Advisors
Delaware
$93K
HWA
44
HCR Wealth Advisors
California
$93K +$620 +70 +0.7%
PWM
45
Perigon Wealth Management
California
$92K
CRWM
46
Castle Rock Wealth Management
California
$91K +$27 +3 +0%
JIR
47
James Investment Research
Ohio
$72K
SWM
48
SeaCrest Wealth Management
New York
$60K +$61.2K +6,902 New
SPIA
49
Steward Partners Investment Advisory
New York
$44K +$44.3K +5,000 New
ETI
50
Enterprise Trust & Investment
California
$33K +$33.7K +3,798 New