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Nuveen California AMT-Free Quality Municipal Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AG
26
Advisor Group
Arizona
$561K +$429K +28,386 +327%
Creative Planning
27
Creative Planning
Kansas
$534K +$19K +1,259 +4%
Ameriprise
28
Ameriprise
Minnesota
$506K +$123K +8,135 +32%
VHAM
29
Van Hulzen Asset Management
California
$498K
MIAN
30
Mariner Independent Advisor Network
Kansas
$451K
VCM
31
Vivaldi Capital Management
Illinois
$441K +$40.2K +2,662 +10%
FAAS
32
First Allied Advisory Services
California
$421K -$38.5K -2,550 -8%
PAS
33
Partnervest Advisory Services
California
$354K +$353K +23,400 New
WIA
34
World Investment Advisors
California
$348K
CAN
35
Cetera Advisor Networks
California
$333K
TIM
36
Tortoise Investment Management
New York
$319K -$29.5K -1,950 -8%
DI
37
Diligent Investors
California
$309K +$347 +23 +0.1%
LNWWM
38
Laird Norton Wetherby Wealth Management
California
$302K
HCM
39
Hollencrest Capital Management
California
$274K
CRWM
40
Castle Rock Wealth Management
California
$258K -$78.4K -5,192 -23%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$248K
ECM
42
Evergreen Capital Management
Washington
$239K +$45 +3 +0%
CIBC Private Wealth Group
43
CIBC Private Wealth Group
Georgia
$234K
SWP
44
Stratos Wealth Partners
Ohio
$174K -$17.6K -1,165 -9%
BA
45
Boston Advisors
Massachusetts
$170K
CFGS
46
Concourse Financial Group Securities
Alabama
$167K -$10.4K -690 -6%
RCM
47
RB Capital Management
Nevada
$154K +$152K +10,063 New
AIP
48
Ameritas Investment Partners
Nebraska
$70K +$70.3K +4,657 New
LC
49
Lindbrook Capital
California
$38K -$37.8K -2,500 -50%
RIA
50
Realta Investment Advisors
Delaware
$31K +$31K +2,053 New