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Nuveen California AMT-Free Quality Municipal Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
26
Edge Wealth Management
New York
$199K +$49.4K +3,396 +34%
TIM
27
Tortoise Investment Management
New York
$185K
CA
28
Cetera Advisors
Colorado
$175K +$172K +11,825 New
IWMPD
29
Integrated Wealth Management (Palm Desert)
California
$172K
NPC
30
National Planning Corporation
California
$172K
BA
31
Boston Advisors
Massachusetts
$166K
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$164K +$162K +11,130 New
PFA
33
Pure Financial Advisors
California
$150K
First Trust Advisors
34
First Trust Advisors
Illinois
$150K +$148K +10,185 New
MWM
35
Mission Wealth Management
California
$149K +$148K +10,138 New
AG
36
Advisor Group
Arizona
$96K +$20.7K +1,420 +28%
NSIM
37
North Star Investment Management
Illinois
$85K
Creative Planning
38
Creative Planning
Kansas
$66K +$3.64K +250 +6%
BCM
39
Blume Capital Management
California
$61K
ASN
40
Advisory Services Network
Georgia
$31K +$30.9K +2,121 New
HNB
41
Huntington National Bank
Ohio
$22K
TCM
42
Tradewinds Capital Management
Washington
$20K
GAM
43
Gemmer Asset Management
California
$15K
Northern Trust
44
Northern Trust
Illinois
$5K +$449K +30,827 New
LCM
45
Laurion Capital Management
New York
-$2.75M -191,920 Closed
WAM
46
Weiss Asset Management
Massachusetts
-$552K -38,563 Closed
MBT
47
Montecito Bank & Trust
California
-$441K -30,818 Closed
WAM
48
Wolverine Asset Management
Illinois
-$407K -28,490 Closed
Squarepoint
49
Squarepoint
New York
-$398K -27,800 Closed
VHAM
50
Van Hulzen Asset Management
California
-$289K -20,170 Closed