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Nuveen California AMT-Free Quality Municipal Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MG
26
Mather Group
Illinois
$595K -$82.9K -6,702 -12%
AA
27
Apriem Advisors
California
$569K +$24.8K +2,000 +5%
BZWA
28
Blue Zone Wealth Advisors
California
$548K -$28.2K -2,282 -5%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$509K
Mariner
30
Mariner
Kansas
$440K -$1.5M -120,829 -77%
DI
31
Diligent Investors
California
$440K -$12.5K -1,011 -3%
Stifel Financial
32
Stifel Financial
Missouri
$435K +$68.1K +5,500 +19%
WWM
33
Western Wealth Management
Colorado
$408K -$68.7K -5,551 -15%
SFG
34
Stonebridge Financial Group
California
$386K +$379K +30,650 New
LCM
35
Lazari Capital Management
California
$360K
VHAM
36
Van Hulzen Asset Management
California
$356K
PWSG
37
Pacific Wealth Strategies Group
California
$351K
Citadel Advisors
38
Citadel Advisors
Florida
$337K +$333K +26,909 New
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$317K +$3.29K +266 +1%
CRWM
40
Castle Rock Wealth Management
California
$304K
EFG
41
Ehrlich Financial Group
California
$299K +$11K +886 +4%
Fifth Third Bancorp
42
Fifth Third Bancorp
Ohio
$299K +$891 +72 +0.3%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$294K -$1.66K -134 -0.6%
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$290K +$16.7K +1,350 +6%
RAM
45
Readystate Asset Management
Illinois
$288K +$284K +22,959 New
Creative Planning
46
Creative Planning
Kansas
$288K +$15.2K +1,226 +6%
MWM
47
Modern Wealth Management
Kansas
$265K
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$261K
PRP
49
Peak Retirement Planning
Ohio
$260K +$256K +20,723 New
TWM
50
Tortuga Wealth Management
California
$258K +$74.3K +6,000 +41%