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Nuveen California AMT-Free Quality Municipal Income Fund
NKX

Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$472K -$120K -9,975 -20%
DADC
27
D.A. Davidson & Co
Montana
$458K -$142K -11,809 -23%
Bank of America
28
Bank of America
North Carolina
$453K +$191K +15,800 +68%
Walleye Capital
29
Walleye Capital
New York
$436K +$452K +37,476 New
Osaic Holdings
30
Osaic Holdings
Arizona
$394K -$60.3K -4,997 -13%
LCM
31
Landscape Capital Management
New Jersey
$389K +$257K +21,304 +175%
SSWM
32
Strait & Sound Wealth Management
California
$360K -$6.03K -500 -2%
IWC
33
Integrated Wealth Concepts
Massachusetts
$351K +$364K +30,161 New
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$333K +$31.7K +2,625 +10%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$311K +$306K +25,393 +1,896%
CRWM
36
Castle Rock Wealth Management
California
$295K +$60 +5 +0%
WAM
37
Wolverine Asset Management
Illinois
$293K +$304K +25,166 New
PWM
38
Perigon Wealth Management
California
$288K +$299K +24,753 New
IP
39
Ignite Planners
California
$283K +$724 +60 +0.2%
VHAM
40
Van Hulzen Asset Management
California
$276K -$43.4K -3,600 -13%
WWM
41
Western Wealth Management
Colorado
$258K -$44.4K -3,685 -14%
Cerity Partners
42
Cerity Partners
New York
$257K +$266K +22,046 New
Creative Planning
43
Creative Planning
Kansas
$240K -$9.32K -773 -4%
SWP
44
Stratos Wealth Partners
Ohio
$239K – – –
AWS
45
Atria Wealth Solutions
New York
$231K -$222K -18,425 -48%
CWP
46
Core Wealth Partners
California
$214K +$222K +18,425 New
PFA
47
Pure Financial Advisors
California
$199K -$11.6K -960 -5%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$183K +$189K +15,704 New
GCA
49
Gradient Capital Advisors
California
$167K – – –
VF
50
Virtu Financial
New York
$164K -$33.8K -2,806 -17%
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