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Nuveen California Municipal Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WS
26
Wedbush Securities
California
$233K +$10.3K +1,200 +5%
TIM
27
Tortoise Investment Management
New York
$230K -$64K -7,455 -22%
US Bancorp
28
US Bancorp
Minnesota
$224K
SIA
29
Schechter Investment Advisors
Michigan
$216K
MCM
30
MAI Capital Management
Ohio
$210K -$6.01K -700 -3%
HighTower Advisors
31
HighTower Advisors
Illinois
$208K +$34.3K +4,000 +20%
Creative Planning
32
Creative Planning
Kansas
$204K -$50.6K -5,889 -20%
NL
33
NWAM LLC
Washington
$181K
DADC
34
D.A. Davidson & Co
Montana
$167K
Osaic Holdings
35
Osaic Holdings
Arizona
$157K +$91.3K +10,635 +141%
DWM
36
DKM Wealth Management
California
$156K
OPCM
37
Osborne Partners Capital Management
California
$147K
Citadel Advisors
38
Citadel Advisors
Florida
$145K -$57K -6,642 -28%
SPIA
39
Steward Partners Investment Advisory
New York
$130K +$17.2K +2,000 +15%
First Manhattan
40
First Manhattan
New York
$118K +$117K +13,621 New
FFA
41
Farther Finance Advisors
California
$111K
RCM
42
RB Capital Management
Nevada
$110K -$12.4K -1,442 -10%
SA
43
Sanctuary Advisors
Indiana
$104K -$14.2K -1,654 -12%
CFIA
44
Cantor Fitzgerald Investment Advisors
New York
$102K
WGC
45
Watts Gwilliam & Co
Arizona
$101K +$8.59K +1,000 +9%
Corient Private Wealth
46
Corient Private Wealth
Florida
$94.3K
JIR
47
James Investment Research
Ohio
$88.5K
GPA
48
Garrison Point Advisors
California
$86.5K
AF
49
Allworth Financial
California
$83.4K
Comerica Bank
50
Comerica Bank
Texas
$61.5K +$61K +7,110 New