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Nuveen Multi-Asset Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AO
51
Advisor OS
Illinois
$147K
AF
52
Allworth Financial
California
$63.9K +$47.6K +3,459 +329%
OPTFSNA
53
Old Point Trust & Financial Services N A
Virginia
$58.1K
AUB
54
Atlantic Union Bankshares
Virginia
$43.2K
SPIA
55
Steward Partners Investment Advisory
New York
$38K
CCWM
56
Cassaday & Co Wealth Management
Virginia
$35.5K
Wells Fargo
57
Wells Fargo
California
$27.9K +$12K +875 +80%
FFA
58
Farther Finance Advisors
California
$20K
KFAS
59
Keating Financial Advisory Services
Kansas
$18.4K
AIM
60
Axiom Investment Management
New York
$17.3K
TJHA
61
Thomas J. Herzfeld Advisors
Florida
$14.4K +$1.58K +115 +13%
HI
62
Harbour Investments
Wisconsin
$14.2K +$10.7K +775 +344%
FIA
63
FNY Investment Advisers
New York
$14K
GRP
64
Global Retirement Partners
California
$10.8K +$10.5K +764 New
NEWAS
65
N.E.W. Advisory Services
Wisconsin
$10.3K -$12.5K -910 -56%
CA
66
CoreCap Advisors
Michigan
$6.45K
DAM
67
Delta Asset Management
Tennessee
$5.67K
GWM
68
Geneos Wealth Management
Colorado
$5.4K
MWPCG
69
Measured Wealth Private Client Group
New Hampshire
$5.16K
PWPS
70
Pinnacle Wealth Planning Services
Ohio
$3.15K -$4.3K -313 -59%
HWP
71
Highline Wealth Partners
California
$2.52K -$646 -47 -21%
WA
72
WPG Advisers
Maryland
$1.98K -$1.31K -95 -40%
S
73
SignatureFD
Georgia
$1.73K +$797 +58 +91%
BlackRock
74
BlackRock
New York
$822 -$385 -28 -33%
Fifth Third Bancorp
75
Fifth Third Bancorp
Ohio
$312 -$44.9K -3,264 -99%