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Nuveen California AMT-Free Quality Municipal Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$498K +$7.92K +558 +2%
VHAM
27
Van Hulzen Asset Management
California
$481K
Ameriprise
28
Ameriprise
Minnesota
$455K +$201K +14,171 +127%
FAAS
29
First Allied Advisory Services
California
$444K -$20.7K -1,458 -5%
MIAN
30
Mariner Independent Advisor Network
Kansas
$437K
VCM
31
Vivaldi Capital Management
Illinois
$387K +$376K +26,508 New
WIA
32
World Investment Advisors
California
$349K
TIM
33
Tortoise Investment Management
New York
$336K +$35.5K +2,500 +12%
CRWM
34
Castle Rock Wealth Management
California
$325K +$73.7K +5,192 +30%
CAN
35
Cetera Advisor Networks
California
$322K -$10.2K -717 -3%
DI
36
Diligent Investors
California
$298K +$341 +24 +0.1%
LNWWM
37
Laird Norton Wetherby Wealth Management
California
$292K +$284K +20,000 New
HCM
38
Hollencrest Capital Management
California
$265K
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$240K -$69.2K -4,870 -23%
ECM
40
Evergreen Capital Management
Washington
$231K +$224K +15,796 New
CIBC Private Wealth Group
41
CIBC Private Wealth Group
Georgia
$226K
MML Investors Services
42
MML Investors Services
Massachusetts
$202K +$196K +13,803 New
SWP
43
Stratos Wealth Partners
Ohio
$185K
CFGS
44
Concourse Financial Group Securities
Alabama
$172K
BA
45
Boston Advisors
Massachusetts
$165K
TJHA
46
Thomas J. Herzfeld Advisors
Florida
$146K
AG
47
Advisor Group
Arizona
$127K +$71.2K +5,017 +137%
LC
48
Lindbrook Capital
California
$73K +$42.6K +3,000 +150%
ASN
49
Advisory Services Network
Georgia
$29K +$298 +21 +1%
AF
50
Allworth Financial
California
$29K +$28.4K +2,000 New