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Nuveen California AMT-Free Quality Municipal Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LSC
26
Logan Stone Capital
Illinois
$475K +$504K +35,059 New
AA
27
AQR Arbitrage
Connecticut
$469K +$497K +34,616 New
WT
28
Whittier Trust
California
$466K
RPCA
29
Running Point Capital Advisors
California
$414K +$438K +30,500 New
VHAM
30
Van Hulzen Asset Management
California
$371K +$29.3K +2,040 +8%
COLIM
31
City of London Investment Management
United Kingdom
$354K
Ameriprise
32
Ameriprise
Minnesota
$342K -$20.3K -1,412 -5%
IC
33
Intersect Capital
California
$336K -$85.5K -5,948 -19%
CRWM
34
Castle Rock Wealth Management
California
$330K +$57 +4 +0%
VCM
35
Vivaldi Capital Management
Illinois
$330K +$372K +25,891 New
Creative Planning
36
Creative Planning
Kansas
$319K -$14.1K -980 -4%
SCA
37
Snowden Capital Advisors
New York
$318K +$314K +21,842 +1,310%
GJIC
38
Gamble Jones Investment Counsel
California
$299K
VF
39
Virtu Financial
New York
$287K +$304K +21,180 New
HAS
40
HBW Advisory Services
California
$281K +$143K +9,963 +92%
SWP
41
Stratos Wealth Partners
Ohio
$278K
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$276K +$75.7K +5,269 +35%
LNWWM
43
Laird Norton Wetherby Wealth Management
California
$271K
FAT
44
First American Trust
California
$265K
LCM
45
Landscape Capital Management
New Jersey
$263K +$279K +19,432 New
RI
46
Ridgewood Investments
New Jersey
$253K -$115K -8,000 -30%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$223K +$72.1K +5,020 +44%
AWS
48
Atria Wealth Solutions
New York
$218K +$230K +16,004 New
GPC
49
Garrison Point Capital
California
$203K
GKWIM
50
Gerber Kawasaki Wealth & Investment Management
California
$198K +$307K +21,357 New