We are live on ! Find out more
NKX icon

Nuveen California AMT-Free Quality Municipal Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
IC
26
Intersect Capital
California
$500K
Ameriprise
27
Ameriprise
Minnesota
$448K +$5.65K +356 +1%
RI
28
Ridgewood Investments
New Jersey
$435K
COLIM
29
City of London Investment Management
United Kingdom
$426K
Creative Planning
30
Creative Planning
Kansas
$418K -$58.5K -3,687 -13%
VHAM
31
Van Hulzen Asset Management
California
$413K +$9.52K +600 +2%
CRWM
32
Castle Rock Wealth Management
California
$401K +$63 +4 +0%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$363K -$10.8K -683 -3%
GJIC
34
Gamble Jones Investment Counsel
California
$359K
WIA
35
World Investment Advisors
California
$342K
CAN
36
Cetera Advisor Networks
California
$340K -$7.06K -445 -2%
DI
37
Diligent Investors
California
$336K +$381 +24 +0.1%
TFO
38
Tarbox Family Office
California
$329K +$320K +20,160 New
LNWWM
39
Laird Norton Wetherby Wealth Management
California
$326K
FAT
40
First American Trust
California
$318K
Stifel Financial
41
Stifel Financial
Missouri
$252K -$21.7K -1,365 -8%
GPC
42
Garrison Point Capital
California
$245K
ACA
43
Ackerman Capital Advisors
Texas
$239K -$308K -19,430 -57%
MMA
44
Miracle Mile Advisors
California
$229K +$333 +21 +0.1%
TIM
45
Tortoise Investment Management
New York
$213K -$95.2K -6,000 -31%
RCM
46
RB Capital Management
Nevada
$208K -$79 -5 -0%
FNWM
47
Financial Network Wealth Management
Utah
$198K
WP
48
WealthSource Partners
California
$190K +$185K +11,647 New
CFGS
49
Concourse Financial Group Securities
Alabama
$188K
SWP
50
Stratos Wealth Partners
Ohio
$188K