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Nuveen California Municipal Value Fund
NCA

Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$4.3M -$363K -35,503 -8%
Morgan Stanley
2
Morgan Stanley
New York
$3.78M -$251K -24,532 -6%
UBS Group
3
UBS Group
Switzerland
$3.6M -$264K -25,857 -7%
GC
4
Guggenheim Capital
Illinois
$3.45M -$426K -41,672 -11%
FFA
5
First Foundation Advisors
California
$2.13M -$90.8K -8,873 -4%
Invesco
6
Invesco
Georgia
$1.75M +$432K +42,213 +32%
Wells Fargo
7
Wells Fargo
California
$1.45M -$71.3K -6,969 -5%
FFEC
8
First Financial Equity Corporation
Arizona
$885K +$897K +87,697 New
RJFSA
9
Raymond James Financial Services Advisors
Florida
$639K +$251K +24,500 +63%
IA
10
IFP Advisors
Florida
$517K +$110K +10,777 +27%
CAN
11
Cetera Advisor Networks
California
$485K +$31.8K +3,108 +7%
DA
12
Doliver Advisors
Texas
$404K +$409K +40,031 New
Bank of America
13
Bank of America
North Carolina
$401K +$29K +2,833 +8%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$345K +$47.2K +4,615 +16%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$331K +$80.8K +7,900 +32%
SFSIG
16
San Francisco Sentry Investment Group
California
$308K – – –
SG Americas Securities
17
SG Americas Securities
New York
$259K +$263K +25,713 New
SWP
18
Stratos Wealth Partners
Ohio
$258K +$262K +25,600 New
WS
19
Wedbush Securities
California
$253K +$41.6K +4,069 +19%
LWAC
20
Laurel Wealth Advisors (California)
California
$228K +$231K +22,626 New
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$178K – – –
RJA
22
Raymond James & Associates
Florida
$150K +$1.02K +100 +0.7%
EMA
23
Efficient Market Advisors
California
$113K – – –
JIR
24
James Investment Research
Ohio
$102K – – –
GS
25
Girard Securities
California
$102K +$1.22K +119 +1%
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