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Nuveen Dynamic Municipal Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BSTWA
26
Blake Schutter Theil Wealth Advisors
Ohio
$633K +$266K +25,598 +71%
PWA
27
Primoris Wealth Advisors
Florida
$611K -$35.9K -3,460 -5%
Cohen & Steers
28
Cohen & Steers
New York
$605K +$145K +14,000 +31%
PI
29
PFG Investments
New York
$581K +$633 +61 +0.1%
LA
30
LM Advisors
California
$520K -$20.8K -2,000 -4%
AAS
31
Avantax Advisory Services
Texas
$488K +$93.7K +9,034 +23%
Osaic Holdings
32
Osaic Holdings
Arizona
$426K +$200K +19,316 +87%
NS
33
NBC Securities
Alabama
$385K +$390K +37,565 +104,347%
SG
34
StoneX Group
New York
$370K +$23.8K +2,293 +7%
Mariner
35
Mariner
Kansas
$302K -$4.98K -480 -2%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$297K
AWM
37
Apollon Wealth Management
South Carolina
$293K
MOS
38
MGO One Seven
Ohio
$258K
ACM
39
Arlington Capital Management
Illinois
$255K +$37K +3,569 +17%
TSMHT
40
Thurston Springer Miller Herd & Titak
Indiana
$237K +$2.78K +268 +1%
RAM
41
Readystate Asset Management
Illinois
$229K -$730K -70,396 -76%
PFGIA
42
Patriot Financial Group Insurance Agency
Massachusetts
$206K +$34.9K +3,362 +20%
AFG
43
Atomi Financial Group
New York
$201K -$44.7K -4,306 -18%
CCG
44
Catalina Capital Group
California
$188K
RSA
45
River Street Advisors
Illinois
$174K
SXL
46
Summit X LLC
Missouri
$174K +$176K +16,970 New
WANY
47
Wealthspire Advisors (New York)
New York
$165K +$167K +16,100 New
SI
48
Stephens Inc
Arkansas
$160K
OC
49
Oppenheimer & Co
New York
$153K +$21.4K +2,067 +16%
MAS
50
MPWM Advisory Solutions
Georgia
$151K +$1.7K +164 +1%