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Nuveen California Municipal Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
26
Mission Wealth Management
California
$219K +$215K +24,000 New
WS
27
Wedbush Securities
California
$200K +$27.8K +3,100 +16%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$198K +$1.02K +114 +0.5%
NL
29
NWAM LLC
Washington
$191K +$188K +20,955 New
DADC
30
D.A. Davidson & Co
Montana
$176K
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$175K +$9 +1 +0%
OPCM
32
Osborne Partners Capital Management
California
$173K
MOS
33
MGO One Seven
Ohio
$165K
HighTower Advisors
34
HighTower Advisors
Illinois
$160K +$49.2K +5,500 +46%
Creative Planning
35
Creative Planning
Kansas
$159K
MA
36
Mutual Advisors
Nebraska
$150K +$18.4K +2,057 +14%
IC
37
IEQ Capital
California
$137K
RCM
38
RB Capital Management
Nevada
$129K +$537 +60 +0.4%
Jones Financial Companies
39
Jones Financial Companies
Missouri
$127K +$125K +13,957 New
Cerity Partners
40
Cerity Partners
New York
$126K -$55.2K -6,160 -31%
SA
41
Sanctuary Advisors
Indiana
$119K
SPIA
42
Steward Partners Investment Advisory
New York
$119K
FFA
43
Farther Finance Advisors
California
$117K +$114K +12,786 New
CFIA
44
Cantor Fitzgerald Investment Advisors
New York
$107K
Corient Private Wealth
45
Corient Private Wealth
Florida
$99.4K +$97.6K +10,901 New
WGC
46
Watts Gwilliam & Co
Arizona
$97.6K +$95.8K +10,700 New
PWM
47
Perigon Wealth Management
California
$96.3K
JIR
48
James Investment Research
Ohio
$93.3K +$91.6K +10,230 New
Bank of New York Mellon
49
Bank of New York Mellon
New York
$93.1K -$573 -64 -0.6%
GPA
50
Garrison Point Advisors
California
$91.2K -$42.1K -4,700 -32%