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Nuveen Multi-Asset Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SIS
51
Sound Income Strategies
Florida
$22.9K – – –
JP Morgan Chase
52
JP Morgan Chase
New York
$16.2K – – –
CA
53
CoreCap Advisors
Michigan
$13.2K – – –
NEWAS
54
N.E.W. Advisory Services
Wisconsin
$8.75K +$8.96K +728 New
SPIA
55
Steward Partners Investment Advisory
New York
$7.92K – – –
OP
56
ORG Partners
Indiana
$6.85K – – –
AF
57
Allworth Financial
California
$5.79K +$185 +15 +3%
DAM
58
Delta Asset Management
Tennessee
$5.63K – – –
GJIA
59
Glass Jacobson Investment Advisors
Maryland
$5.36K – – –
GWM
60
Geneos Wealth Management
Colorado
$4.58K -$2.38K -193 -34%
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
Fifth Third Bancorp
62
Fifth Third Bancorp
Ohio
$2.34K – – –
CIBC Private Wealth Group
63
CIBC Private Wealth Group
Georgia
$1.42K – – –
Citigroup
64
Citigroup
New York
$24 – – –
SIA
65
Sit Investment Associates
Minnesota
– -$4.88M -405,546 Closed
SA
66
Sanctuary Advisors
Indiana
– -$663K -53,603 Closed
FM
67
Family Management
New York
– -$526K -43,662 Closed
AAM
68
Advisors Asset Management
Colorado
– -$342K -28,385 Closed
GT
69
Greenleaf Trust
Michigan
– -$298K -24,772 Closed
LCM
70
Landscape Capital Management
New Jersey
– -$151K -12,528 Closed
BSTWA
71
Blake Schutter Theil Wealth Advisors
Ohio
– -$147K -12,214 Closed
VHAM
72
Van Hulzen Asset Management
California
– -$18.7K -1,552 Closed
SS
73
Sunbelt Securities
Texas
– -$4.17K -345 Closed
PMFA
74
Plante Moran Financial Advisors
Michigan
– -$2.47K -205 Closed
WA
75
WPG Advisers
Maryland
– -$2.3K -191 Closed