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Nuveen Multi-Asset Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
HIP
26
HUB Investment Partners
Texas
$545K +$581K +43,952 New
NAS
27
NWF Advisory Services
California
$540K +$42.3K +3,200 +8%
SFS
28
Shaker Financial Services
Virginia
$524K -$1.44M -109,178 -72%
PAG
29
Private Advisor Group
New Jersey
$505K +$109K +8,231 +25%
NA
30
NewEdge Advisors
Louisiana
$489K +$133K +10,052 +34%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$489K -$9.73K -736 -2%
ASN
32
Advisory Services Network
Georgia
$481K +$275K +20,779 +115%
BBPWM
33
Blue Bell Private Wealth Management
Pennsylvania
$391K -$83K -6,280 -17%
GIA
34
Gladstone Institutional Advisory
Florida
$372K
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$367K +$77K +5,830 +25%
Invesco
36
Invesco
Georgia
$351K +$183K +13,838 +96%
SWM
37
Silverlake Wealth Management
Vermont
$341K
MWM
38
Melfa Wealth Management
Massachusetts
$339K
HF
39
HRT Financial
New York
$325K +$346K +26,210 New
WAM
40
Wolverine Asset Management
Illinois
$321K -$2.07M -156,713 -86%
HighTower Advisors
41
HighTower Advisors
Illinois
$320K
FAG
42
Fortitude Advisory Group
Washington
$280K
IWC
43
Integrated Wealth Concepts
Massachusetts
$270K +$48.1K +3,642 +20%
IAIM
44
International Assets Investment Management
Florida
$258K -$502 -38 -0.2%
MML Investors Services
45
MML Investors Services
Massachusetts
$213K
KAS
46
Kestra Advisory Services
Texas
$212K +$157K +11,887 +227%
Koshinski Asset Management
47
Koshinski Asset Management
Illinois
$201K
KPWS
48
Kestra Private Wealth Services
Texas
$169K +$180K +13,604 New
MFG
49
Merit Financial Group
Georgia
$157K -$383 -29 -0.2%
Jane Street
50
Jane Street
New York
$147K +$20.7K +1,563 +15%