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Nuveen California Municipal Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AAP
26
Arax Advisory Partners
Colorado
$217K +$212K +25,011 New
MCM
27
MAI Capital Management
Ohio
$211K
HighTower Advisors
28
HighTower Advisors
Illinois
$208K
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$199K +$195K +22,980 New
NL
30
NWAM LLC
Washington
$182K
Creative Planning
31
Creative Planning
Kansas
$180K -$24.3K -2,868 -12%
Osaic Holdings
32
Osaic Holdings
Arizona
$166K +$8.47K +1,000 +6%
DWM
33
DKM Wealth Management
California
$156K
OPCM
34
Osborne Partners Capital Management
California
$148K
SPIA
35
Steward Partners Investment Advisory
New York
$141K +$10.2K +1,200 +8%
First Manhattan
36
First Manhattan
New York
$119K
TIM
37
Tortoise Investment Management
New York
$117K -$111K -13,135 -49%
ISFAN
38
Investor's Fiduciary Advisor Network
Washington
$114K +$112K +13,176 New
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$111K +$108K +12,800 New
FFA
40
Farther Finance Advisors
California
$111K
RCM
41
RB Capital Management
Nevada
$111K +$423 +50 +0.4%
SA
42
Sanctuary Advisors
Indiana
$105K +$51 +6 +0%
CFIA
43
Cantor Fitzgerald Investment Advisors
New York
$102K
WGC
44
Watts Gwilliam & Co
Arizona
$102K
Corient Private Wealth
45
Corient Private Wealth
Florida
$94.6K
IC
46
IEQ Capital
California
$92K +$89.8K +10,604 New
JIR
47
James Investment Research
Ohio
$88.8K
PI
48
PFG Investments
New York
$87.1K +$85K +10,034 New
GPA
49
Garrison Point Advisors
California
$86.8K
AF
50
Allworth Financial
California
$65.1K -$21.2K -2,500 -25%