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Nuveen NASDAQ 100 Dynamic Overwrite Fund

Name Holding Trade Value Shares
Change
Change in
Stake
KWA
51
Kingswood Wealth Advisors
California
$343K +$334K +13,768 New
DI
52
DFPG Investments
Utah
$333K +$27.9K +1,150 +9%
CFA
53
Capstone Financial Advisors
Illinois
$328K
FAIM
54
Financial Advocates Investment Management
Washington
$285K +$9.71K +400 +4%
PFO
55
Pathstone Family Office
New Jersey
$280K -$19.6K -809 -7%
DC
56
Davenport & Co
Virginia
$274K +$267K +11,000 New
PAG
57
Private Advisor Group
New Jersey
$266K +$4.22K +174 +2%
IAIM
58
International Assets Investment Management
Florida
$263K -$53.2K -2,192 -17%
AFG
59
Atomi Financial Group
New York
$243K +$12.6K +521 +6%
TWM
60
TriaGen Wealth Management
California
$241K
FAM
61
Formidable Asset Management
Ohio
$239K
AWA
62
Arkadios Wealth Advisors
Georgia
$229K -$129K -5,327 -37%
AIM
63
Aspen Investment Management
Michigan
$228K
JCM
64
Jacobi Capital Management
Pennsylvania
$225K +$3.3K +136 +2%
MFG
65
Merit Financial Group
Georgia
$224K -$19.8K -816 -8%
Creative Planning
66
Creative Planning
Kansas
$224K -$85.5K -3,522 -28%
BCA
67
Bay Colony Advisors
Massachusetts
$213K +$208K +8,564 New
RFA
68
Register Financial Advisors
Georgia
$213K -$70.1K -2,889 -25%
CWG
69
Cornerstone Wealth Group
North Carolina
$211K
EC
70
Elequin Capital
New York
$205K +$199K +8,204 New
VCM
71
Vivaldi Capital Management
Illinois
$202K +$197K +8,103 New
RA
72
RFG Advisory
Alabama
$202K +$196K +8,084 New
CWS
73
Cypress Wealth Services
California
$200K +$193K +7,969 New
Rockefeller Capital Management
74
Rockefeller Capital Management
New York
$154K +$150K +6,170 New
CAL
75
Capital Analysts LLC
Pennsylvania
$135K