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Nuveen California Municipal Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$242K +$1.06K +123 +0.5%
HighTower Advisors
27
HighTower Advisors
Illinois
$235K +$20.6K +2,400 +10%
US Bancorp
28
US Bancorp
Minnesota
$230K
AAP
29
Arax Advisory Partners
Colorado
$223K
MCM
30
MAI Capital Management
Ohio
$216K
NL
31
NWAM LLC
Washington
$187K
Creative Planning
32
Creative Planning
Kansas
$184K
GKWIM
33
Gerber Kawasaki Wealth & Investment Management
California
$182K +$176K +20,500 New
DWM
34
DKM Wealth Management
California
$160K
OPCM
35
Osborne Partners Capital Management
California
$151K
SPIA
36
Steward Partners Investment Advisory
New York
$148K +$3.48K +406 +3%
First Manhattan
37
First Manhattan
New York
$122K
ISFAN
38
Investor's Fiduciary Advisor Network
Washington
$117K
RCM
39
RB Capital Management
Nevada
$114K +$421 +49 +0.4%
FFA
40
Farther Finance Advisors
California
$114K
IC
41
IEQ Capital
California
$112K +$17.2K +2,006 +19%
SL
42
Summitry LLC
California
$111K +$107K +12,500 New
SA
43
Sanctuary Advisors
Indiana
$109K +$1.06K +123 +1%
CFIA
44
Cantor Fitzgerald Investment Advisors
New York
$105K
WGC
45
Watts Gwilliam & Co
Arizona
$104K
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$101K -$12.6K -1,470 -11%
Corient Private Wealth
47
Corient Private Wealth
Florida
$97K
JIR
48
James Investment Research
Ohio
$91K
PI
49
PFG Investments
New York
$90.2K +$884 +103 +1%
GPA
50
Garrison Point Advisors
California
$89K