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Nuveen Multi-Asset Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CWC
51
Carolinas Wealth Consulting
North Carolina
$135K +$132K +7,264 New
SPIA
52
Steward Partners Investment Advisory
New York
$130K +$127K +6,981 New
BBPWM
53
Blue Bell Private Wealth Management
Pennsylvania
$94K +$91.7K +5,040 New
SIA
54
SkyView Investment Advisors
New Jersey
$65K +$63.2K +3,474 New
AP
55
Atwood & Palmer
Missouri
$58K +$56.6K +3,110 New
MPWT
56
MassMutual Private Wealth & Trust
Connecticut
$33K +$32K +1,759 New
WWM
57
Wolff Wiese Magana
California
$27K +$26K +1,432 New
CA
58
CoreCap Advisors
Michigan
$21K +$20K +1,100 New
CFGS
59
Concourse Financial Group Securities
Alabama
$20K +$19.2K +1,055 New
CWS
60
Confluence Wealth Services
Pennsylvania
$17K +$17.4K +959 New
PCG
61
Private Capital Group
Connecticut
$13K +$12.7K +701 New
NFG
62
Next Financial Group
Texas
$11K +$11.1K +613 New
FWM
63
Focused Wealth Management
New York
$7K +$6.42K +353 New
CFCI
64
Comprehensive Financial Consultants Institutional
Indiana
$7K +$7.91K +435 New
LFG
65
Larson Financial Group
Missouri
$5K +$4.55K +250 New
Fifth Third Bancorp
66
Fifth Third Bancorp
Ohio
$5K +$5.13K +282 New
AF
67
Allworth Financial
California
$5K +$5.18K +285 New
PA
68
Parallel Advisors
California
$4K +$3.86K +212 New
JMF
69
Johnson Midwest Financial
Iowa
$2K +$2.06K +113 New
CT
70
Caldwell Trust
Florida
$1.23K +$1.2K +66 New
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$1K +$1.16K +64 New
CWM
72
Curi Wealth Management
North Carolina
$1K +$1.66K +91 New
Citigroup
73
Citigroup
New York
+$36 +2 New
EBA
74
Eagle Bay Advisors
New York
+$29.5K +1,621 New