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Nuveen Multi-Asset Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
51
Truist Financial
North Carolina
$146K -$5.54K -380 -3%
ARC
52
Advisor Resource Council
Texas
$145K +$160K +10,966 New
Koshinski Asset Management
53
Koshinski Asset Management
Illinois
$139K
ASN
54
Advisory Services Network
Georgia
$135K +$1.08K +74 +0.7%
Rockefeller Capital Management
55
Rockefeller Capital Management
New York
$132K -$35.4K -2,429 -20%
SWM
56
Spire Wealth Management
Virginia
$104K +$115K +7,900 New
CWC
57
Carolinas Wealth Consulting
North Carolina
$98K
SPIA
58
Steward Partners Investment Advisory
New York
$92K
PFGIA
59
Patriot Financial Group Insurance Agency
Massachusetts
$71K +$3.31K +227 +4%
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$54K +$59.8K +4,102 New
MAM
61
Marquette Asset Management
Minnesota
$44K +$48.3K +3,312 New
AP
62
Atwood & Palmer
Missouri
$41K
BBPWM
63
Blue Bell Private Wealth Management
Pennsylvania
$34K +$37.9K +2,599 New
WWM
64
Wolff Wiese Magana
California
$19K
HBW
65
Hazlett, Burt & Watson
West Virginia
$16K
CA
66
CoreCap Advisors
Michigan
$15K +$16K +1,100 New
US Bancorp
67
US Bancorp
Minnesota
$15K +$16.3K +1,120 New
CFGS
68
Concourse Financial Group Securities
Alabama
$14K
IA
69
IFP Advisors
Florida
$8K
FWM
70
Focused Wealth Management
New York
$5K +$87 +6 +2%
GRP
71
Global Retirement Partners
California
$4K
AF
72
Allworth Financial
California
$4K +$87 +6 +2%
LFG
73
Larson Financial Group
Missouri
$3K
PA
74
Parallel Advisors
California
$3K
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$1K -$15.4K -1,056 -94%