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Nuveen California AMT-Free Quality Municipal Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
HCM
26
Hollencrest Capital Management
California
$265K -$50.2K -3,200 -16%
CIBC Private Wealth Group
27
CIBC Private Wealth Group
Georgia
$256K +$47.1K +3,000 +23%
OFG
28
OTA Financial Group
New York
$252K +$248K +15,782 New
ACM
29
Alethea Capital Management
Washington
$222K -$2.81K -179 -1%
BOS
30
Bank of Stockton
California
$216K +$211K +13,462 New
IWMPD
31
Integrated Wealth Management (Palm Desert)
California
$187K
SWP
32
Stratos Wealth Partners
Ohio
$185K
BA
33
Boston Advisors
Massachusetts
$181K
FAAS
34
First Allied Advisory Services
California
$168K
PFA
35
Pure Financial Advisors
California
$163K
MWM
36
Mission Wealth Management
California
$162K +$159K +10,138 New
CA
37
Cetera Advisors
Colorado
$161K +$157K +10,028 New
AIG
38
American International Group
New York
$82K
MFS
39
MSI Financial Services
Massachusetts
$66K
GBBWRPM
40
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$35K
Citigroup
41
Citigroup
New York
$31K
HNB
42
Huntington National Bank
Ohio
$22K
GAM
43
Gemmer Asset Management
California
$16K
US Bancorp
44
US Bancorp
Minnesota
$13K +$12.3K +785 New
GWM
45
Geneos Wealth Management
Colorado
$6K +$6.43K +410 New
Creative Planning
46
Creative Planning
Kansas
$3K -$176K -11,190 -98%
SFPIA
47
Stevens First Principles Investment Advisors
California
$1K
IA
48
IFP Advisors
Florida
-$400K -26,038 Closed
VKH
49
Virtu KCG Holdings
New York
-$199K -12,940 Closed
EMA
50
Efficient Market Advisors
California
-$31K -2,023 Closed