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Nuveen Dynamic Municipal Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$194K +$8.67K +745 +4%
RCM
27
Robinson Capital Management
Michigan
$181K +$185K +15,924 New
Creative Planning
28
Creative Planning
Kansas
$178K +$186K +16,000 New
OC
29
Oppenheimer & Co
New York
$175K +$183K +15,714 New
RJA
30
Raymond James & Associates
Florida
$172K +$51.2K +4,400 +40%
Truist Financial
31
Truist Financial
North Carolina
$167K -$11.6K -1,000 -6%
Nomura Holdings
32
Nomura Holdings
Japan
$167K +$175K +15,000 New
SA
33
SFI Advisors
New Jersey
$130K
PWA
34
Primoris Wealth Advisors
Florida
$122K
MHS
35
M Holdings Securities
Oregon
$113K
RPCA
36
Running Point Capital Advisors
California
$111K +$116K +10,000 New
PFS
37
Prospera Financial Services
Texas
$97K
AF
38
Allworth Financial
California
$59K +$1.14K +98 +2%
SWM
39
SeaCrest Wealth Management
New York
$37K +$38.4K +3,300 New
SPIA
40
Steward Partners Investment Advisory
New York
$27K
BTI
41
Blue Trust Inc
Georgia
$26K +$23.3K +2,000 New
CA
42
CoreCap Advisors
Michigan
$22K +$22.9K +1,971 New
VVP
43
Venture Visionary Partners
Ohio
$11.1K +$11.6K +1,000 New
IA
44
IFP Advisors
Florida
$8K
FIA
45
FNY Investment Advisers
New York
$6K
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$3K +$3.49K +300 New
JMPWA
47
JP Morgan Private Wealth Advisors
California
-$1.56M -119,206 Closed
DWM
48
Doyle Wealth Management
Florida
-$131K -10,000 Closed
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
-$12K -930 Closed