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Nuveen California AMT-Free Quality Municipal Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
26
Dakota Wealth Management
Florida
$556K
WT
27
Whittier Trust
California
$531K
AA
28
AQR Arbitrage
Connecticut
$506K -$728K -54,310 -60%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$486K +$83.1K +6,196 +22%
Creative Planning
30
Creative Planning
Kansas
$467K +$450K +33,532 New
VHAM
31
Van Hulzen Asset Management
California
$459K -$17.4K -1,300 -4%
FAAS
32
First Allied Advisory Services
California
$443K
MIAN
33
Mariner Independent Advisor Network
Kansas
$416K
WIA
34
World Investment Advisors
California
$321K
CAN
35
Cetera Advisor Networks
California
$317K +$20.1K +1,500 +7%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$315K
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$296K +$16.9K +1,263 +6%
TIM
38
Tortoise Investment Management
New York
$286K +$5.34K +398 +2%
DI
39
Diligent Investors
California
$284K +$335 +25 +0.1%
HCM
40
Hollencrest Capital Management
California
$252K +$18.8K +1,399 +8%
CRWM
41
Castle Rock Wealth Management
California
$237K
ECM
42
Evergreen Capital Management
Washington
$220K
CIBC Private Wealth Group
43
CIBC Private Wealth Group
Georgia
$216K +$208K +15,500 New
SWP
44
Stratos Wealth Partners
Ohio
$177K
Stifel Financial
45
Stifel Financial
Missouri
$165K +$158K +11,810 New
CFGS
46
Concourse Financial Group Securities
Alabama
$163K
BA
47
Boston Advisors
Massachusetts
$157K
Ameriprise
48
Ameriprise
Minnesota
$156K +$150K +11,177 New
TJHA
49
Thomas J. Herzfeld Advisors
Florida
$139K
FIA
50
FNY Investment Advisers
New York
$100K +$96.6K +7,206 New