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Nuveen Multi-Asset Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
51
Koshinski Asset Management
Illinois
$120K
Brown Advisory
52
Brown Advisory
Maryland
$116K +$136K +10,195 New
CWC
53
Carolinas Wealth Consulting
North Carolina
$85K
SPIA
54
Steward Partners Investment Advisory
New York
$80K
AP
55
Atwood & Palmer
Missouri
$35K
BBPWM
56
Blue Bell Private Wealth Management
Pennsylvania
$31K +$1.71K +128 +5%
GWM
57
Geneos Wealth Management
Colorado
$24K -$124K -9,249 -81%
IA
58
IFP Advisors
Florida
$17K +$7.1K +531 +135%
WWM
59
Wolff Wiese Magana
California
$16K
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$6K +$7.61K +569 New
Bessemer Group
61
Bessemer Group
New Jersey
$5K +$5.84K +437 New
FWM
62
Focused Wealth Management
New York
$4K +$94 +7 +2%
LFG
63
Larson Financial Group
Missouri
$3K
AF
64
Allworth Financial
California
$3K +$107 +8 +3%
GRP
65
Global Retirement Partners
California
$3K +$214 +16 +5%
HBW
66
Hazlett, Burt & Watson
West Virginia
$2K -$13.9K -1,043 -85%
JMF
67
Johnson Midwest Financial
Iowa
$1K
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$1K
CT
69
Caldwell Trust
Florida
$752
PCM
70
Penserra Capital Management
California
-$8.45M -639,949 Closed
PFS
71
Prospera Financial Services
Texas
-$293K -22,173 Closed
CPIG
72
Chicago Partners Investment Group
Illinois
-$216K -15,704 Closed
Cetera Investment Advisers
73
Cetera Investment Advisers
Illinois
-$207K -15,692 Closed
PAG
74
Private Advisor Group
New Jersey
-$206K -15,605 Closed
ARC
75
Advisor Resource Council
Texas
-$145K -10,966 Closed