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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
$399K +$576 +40 +0.1%
VHAM
27
Van Hulzen Asset Management
California
$381K -$6.34K -440 -2%
CRC
28
Curi RMB Capital
Illinois
$380K -$283K -19,674 -44%
WIA
29
World Investment Advisors
California
$360K +$328K +22,745 New
Ameriprise
30
Ameriprise
Minnesota
$328K -$96.2K -6,680 -23%
DI
31
Diligent Investors
California
$306K +$360 +25 +0.1%
TIM
32
Tortoise Investment Management
New York
$300K -$14.4K -1,000 -5%
LNWWM
33
Laird Norton Wetherby Wealth Management
California
$299K
CRWM
34
Castle Rock Wealth Management
California
$283K
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$275K
ECM
36
Evergreen Capital Management
Washington
$236K +$58 +4 +0%
GPC
37
Garrison Point Capital
California
$224K +$216K +15,000 New
IC
38
Intersect Capital
California
$221K
BWA
39
BDO Wealth Advisors
Florida
$195K +$188K +13,035 New
Thrivent Financial for Lutherans
40
Thrivent Financial for Lutherans
Minnesota
$184K
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$178K +$172K +11,925 New
CFGS
42
Concourse Financial Group Securities
Alabama
$176K
SWP
43
Stratos Wealth Partners
Ohio
$172K
Stifel Financial
44
Stifel Financial
Missouri
$156K -$302 -21 -0.2%
RCM
45
RB Capital Management
Nevada
$154K +$1.32K +92 +0.9%
KPW
46
Kore Private Wealth
New York
$95K
AIP
47
Ameritas Investment Partners
Nebraska
$69K
LWM
48
Liberty Wealth Management
California
$29K +$302 +21 +1%
TCM
49
Tradewinds Capital Management
Washington
$21K
SFS
50
Sowell Financial Services
Arkansas
$20K