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Nuveen Multi-Asset Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WA
51
Waverly Advisors
Alabama
$133K +$142K +10,723 New
AO
52
Advisor OS
Illinois
$129K
MCM
53
MAI Capital Management
Ohio
$64.2K +$33.5K +2,537 +96%
OPTFSNA
54
Old Point Trust & Financial Services N A
Virginia
$50.8K
Fifth Third Bancorp
55
Fifth Third Bancorp
Ohio
$40.7K +$43.4K +3,286 New
AUB
56
Atlantic Union Bankshares
Virginia
$37.8K
SPIA
57
Steward Partners Investment Advisory
New York
$33.3K +$2.23K +169 +7%
CCWM
58
Cassaday & Co Wealth Management
Virginia
$31.1K +$33.1K +2,504 New
SIS
59
Sound Income Strategies
Florida
$24K
NEWAS
60
N.E.W. Advisory Services
Wisconsin
$20.3K +$12K +910 +125%
FFA
61
Farther Finance Advisors
California
$17.7K +$5.44K +412 +41%
KFAS
62
Keating Financial Advisory Services
Kansas
$16.1K
AIM
63
Axiom Investment Management
New York
$15.1K +$16.1K +1,218 New
Wells Fargo
64
Wells Fargo
California
$13.5K -$29K -2,191 -67%
AF
65
Allworth Financial
California
$13K +$106 +8 +0.8%
FIA
66
FNY Investment Advisers
New York
$12K +$13.2K +1,000 New
TJHA
67
Thomas J. Herzfeld Advisors
Florida
$11.1K -$2.62K -198 -18%
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$9.92K +$8.4K +636 +388%
GSEP
69
Golden State Equity Partners
California
$7.04K +$7.51K +568 New
PWPS
70
Pinnacle Wealth Planning Services
Ohio
$6.63K
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$6.2K +$6.61K +500 New
CA
72
CoreCap Advisors
Michigan
$5.64K
DAM
73
Delta Asset Management
Tennessee
$4.96K
GWM
74
Geneos Wealth Management
Colorado
$4.72K
MWPCG
75
Measured Wealth Private Client Group
New Hampshire
$4.51K