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Nuveen California AMT-Free Quality Municipal Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
51
Strait & Sound Wealth Management
California
$247K
Osaic Holdings
52
Osaic Holdings
Arizona
$235K +$33.3K +2,689 +17%
CWP
53
Core Wealth Partners
California
$231K
Focus Partners Wealth
54
Focus Partners Wealth
Massachusetts
$226K +$224K +18,059 New
SPIA
55
Steward Partners Investment Advisory
New York
$226K
FCA
56
FLC Capital Advisors
California
$224K
MA
57
MKT Advisors
California
$222K -$138K -11,174 -39%
PFA
58
Pure Financial Advisors
California
$214K
PWM
59
Perigon Wealth Management
California
$212K
MML Investors Services
60
MML Investors Services
Massachusetts
$193K
MGAM
61
McGowan Group Asset Management
Texas
$184K +$9.77K +789 +6%
SCA
62
Snowden Capital Advisors
New York
$181K +$50 +4 +0%
FFA
63
Farther Finance Advisors
California
$172K
LWM
64
Lyell Wealth Management
California
$172K +$170K +13,714 New
MW
65
Maia Wealth
Colorado
$161K
MA
66
Mutual Advisors
Nebraska
$155K
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$152K
TS
68
Tamar Securities
California
$138K +$136K +11,000 New
GVAG
69
Great Valley Advisor Group
Delaware
$132K +$130K +10,500 New
IFG
70
Independent Financial Group
California
$125K
PTC
71
Private Trust Company
Ohio
$113K
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
$75.7K +$74.3K +6,000 +13,953%
HCM
73
Hollencrest Capital Management
California
$73K
PCM
74
Penserra Capital Management
California
$43K +$28.5K +2,300 +200%
PWM
75
Peterson Wealth Management
Nevada
$33.8K