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Nuveen California AMT-Free Quality Municipal Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$611K +$25.5K +1,682 +4%
Creative Planning
27
Creative Planning
Kansas
$520K -$17.8K -1,174 -3%
VHAM
28
Van Hulzen Asset Management
California
$501K
ACA
29
Ackerman Capital Advisors
Texas
$500K +$497K +32,824 New
MIAN
30
Mariner Independent Advisor Network
Kansas
$454K
FAAS
31
First Allied Advisory Services
California
$422K
DWM
32
Dakota Wealth Management
Florida
$374K -$232K -15,316 -38%
WIA
33
World Investment Advisors
California
$346K -$3.33K -220 -1%
CAN
34
Cetera Advisor Networks
California
$334K
TIM
35
Tortoise Investment Management
New York
$321K
DI
36
Diligent Investors
California
$311K +$333 +22 +0.1%
LNWWM
37
Laird Norton Wetherby Wealth Management
California
$304K
HCM
38
Hollencrest Capital Management
California
$276K
CRWM
39
Castle Rock Wealth Management
California
$272K
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$250K
ECM
41
Evergreen Capital Management
Washington
$240K +$45 +3 +0%
CIBC Private Wealth Group
42
CIBC Private Wealth Group
Georgia
$236K
IC
43
Intersect Capital
California
$225K +$224K +14,771 New
Thrivent Financial for Lutherans
44
Thrivent Financial for Lutherans
Minnesota
$198K +$197K +12,997 New
CFGS
45
Concourse Financial Group Securities
Alabama
$178K +$10.4K +690 +6%
SWP
46
Stratos Wealth Partners
Ohio
$175K
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$171K +$171K +11,272 New
Stifel Financial
48
Stifel Financial
Missouri
$159K +$158K +10,459 New
RCM
49
RB Capital Management
Nevada
$155K +$1.27K +84 +0.8%
DTIM
50
Danda Trouve Investment Management
Kansas
$118K +$118K +7,761 New