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Nuveen Core Plus Impact Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LCM
26
Landscape Capital Management
New Jersey
$277K +$288K +27,211 New
PAG
27
Private Advisor Group
New Jersey
$239K +$54.6K +5,169 +28%
Raymond James Financial
28
Raymond James Financial
Florida
$219K -$11.5K -1,086 -5%
CEFA
29
Closed-End Fund Advisors
Virginia
$210K +$218K +20,638 New
AC
30
AlphaCore Capital
California
$210K -$255K -24,148 -54%
VF
31
Virtu Financial
New York
$167K +$173K +16,397 New
UPS
32
UHLMANN PRICE SECURITIES
Illinois
$154K +$6.17K +584 +4%
BBPWM
33
Blue Bell Private Wealth Management
Pennsylvania
$137K
MG
34
Marex Group
$124K +$129K +12,200 New
Mercer Global Advisors
35
Mercer Global Advisors
Colorado
$110K
OBWG
36
Onyx Bridge Wealth Group
New York
$105K
P
37
&Partners
Tennessee
$102K
CA
38
CoreCap Advisors
Michigan
$94.5K +$2.98K +282 +3%
US Bancorp
39
US Bancorp
Minnesota
$93K
GRP
40
Global Retirement Partners
California
$92.5K +$96K +9,086 New
Comerica Bank
41
Comerica Bank
Texas
$67.4K -$16.9K -1,600 -19%
LFG
42
Larson Financial Group
Missouri
$37.9K +$2.65K +251 +7%
PWPS
43
Pinnacle Wealth Planning Services
Ohio
$36.2K +$37.6K +3,556 New
WA
44
WPG Advisers
Maryland
$18.3K -$2.28K -216 -11%
HWP
45
Highline Wealth Partners
California
$10.2K
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$5K +$275 +26 +6%
AssetMark Inc
47
AssetMark Inc
California
$590
PIWA
48
Prevail Innovative Wealth Advisors
Kansas
-$799K -72,606 Closed
Balyasny Asset Management
49
Balyasny Asset Management
Illinois
-$227K -20,656 Closed
PFA
50
Petra Financial Advisors
Colorado
-$114K -10,365 Closed