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Nuveen Multi-Asset Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
51
Wolff Wiese Magana
California
$14.8K – – –
IGWM
52
ICA Group Wealth Management
Colorado
$10.1K +$9.36K +818 New
SPIA
53
Steward Partners Investment Advisory
New York
$8.11K – – –
CT
54
Cambridge Trust
Massachusetts
$7.01K +$6.53K +570 New
Wells Fargo
55
Wells Fargo
California
$6.62K -$369K -32,239 -98%
DAM
56
Delta Asset Management
Tennessee
$5.76K – – –
GJIA
57
Glass Jacobson Investment Advisors
Maryland
$5.47K -$8.61K -752 -63%
BWM
58
Baystate Wealth Management
Massachusetts
$5.47K +$5.08K +444 New
GWM
59
Geneos Wealth Management
Colorado
$4.69K – – –
AF
60
Allworth Financial
California
$4.52K +$103 +9 +3%
FWM
61
Focused Wealth Management
New York
$4.34K -$595 -52 -13%
SS
62
Sunbelt Securities
Texas
$4.24K – – –
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$787 – – –
Citigroup
64
Citigroup
New York
$25 – – –
WP
65
Woodline Partners
California
– -$697K -62,685 Closed
AA
66
AQR Arbitrage
Connecticut
– -$247K -22,196 Closed
SPC
67
Sigma Planning Corp
Michigan
– -$214K -19,249 Closed
Invesco
68
Invesco
Georgia
– -$199K -17,888 Closed
EC
69
Elequin Capital
New York
– -$164K -14,707 Closed
Koshinski Asset Management
70
Koshinski Asset Management
Illinois
– -$118K -10,567 Closed
FIA
71
FNY Investment Advisers
New York
– -$33K -3,000 Closed
WAM
72
Wolverine Asset Management
Illinois
– -$33.4K -3,000 Closed
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
– -$14K -1,257 Closed
CA
74
Clearstead Advisors
Ohio
– -$10.1K -910 Closed
LFG
75
Larson Financial Group
Missouri
– -$2.78K -250 Closed