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Nuveen California Municipal Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$249K +$106K +12,011 +69%
US Bancorp
27
US Bancorp
Minnesota
$219K
WS
28
Wedbush Securities
California
$218K +$33.7K +3,810 +17%
SIA
29
Schechter Investment Advisors
Michigan
$211K
MCM
30
MAI Capital Management
Ohio
$211K +$221K +25,000 New
LCM
31
Landscape Capital Management
New Jersey
$203K -$27.1K -3,070 -11%
Citadel Advisors
32
Citadel Advisors
Florida
$198K +$207K +23,450 New
NL
33
NWAM LLC
Washington
$177K
HighTower Advisors
34
HighTower Advisors
Illinois
$169K +$22.1K +2,500 +14%
DADC
35
D.A. Davidson & Co
Montana
$163K
MA
36
Mutual Advisors
Nebraska
$158K +$18.5K +2,096 +13%
DWM
37
DKM Wealth Management
California
$152K +$159K +18,000 New
Jones Financial Companies
38
Jones Financial Companies
Missouri
$151K +$34.4K +3,898 +28%
OPCM
39
Osborne Partners Capital Management
California
$144K -$17.7K -2,000 -11%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$140K +$147K +16,617 New
HF
41
HRT Financial
New York
$129K +$135K +15,287 New
IC
42
IEQ Capital
California
$127K
RCM
43
RB Capital Management
Nevada
$120K +$539 +61 +0.4%
SA
44
Sanctuary Advisors
Indiana
$118K
SPIA
45
Steward Partners Investment Advisory
New York
$110K
FFA
46
Farther Finance Advisors
California
$108K
CFIA
47
Cantor Fitzgerald Investment Advisors
New York
$99.5K
Corient Private Wealth
48
Corient Private Wealth
Florida
$92.1K
WGC
49
Watts Gwilliam & Co
Arizona
$91.2K
JIR
50
James Investment Research
Ohio
$86.4K