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Nuveen NASDAQ 100 Dynamic Overwrite Fund

Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
101
US Bancorp
Minnesota
$11.9K – – –
RAM
102
Ramirez Asset Management
New York
$11.2K +$11.8K +500 New
SL
103
Salomon & Ludwin
Virginia
$11K +$11.6K +491 New
FSWA
104
Financial Synergies Wealth Advisors
Texas
$10.3K – – –
RG
105
Retirement Group
California
$9.57K – – –
Spire Wealth Management
106
Spire Wealth Management
Virginia
$7.91K – – –
MRCM
107
M&R Capital Management
New Jersey
$7.42K – – –
CAM
108
Chesapeake Asset Management
New York
$5.84K – – –
CAS
109
Coppell Advisory Solutions
Texas
$4.6K – – –
Fifth Third Bancorp
110
Fifth Third Bancorp
Ohio
$4.49K – – –
Harbour Investments
111
Harbour Investments
Wisconsin
$2.25K +$2.36K +100 New
FMP
112
Financial Management Professionals
Texas
$2K +$1.11K +47 +112%
OP
113
ORG Partners
Indiana
$10 -$55.8K -2,361 Closed
IFG Advisory
114
IFG Advisory
Georgia
– -$768K -30,803 Closed
Kingswood Wealth Advisors
115
Kingswood Wealth Advisors
California
– -$343K -13,768 Closed
AIM
116
Aspen Investment Management
Michigan
– -$228K -9,150 Closed
JCM
117
Jacobi Capital Management
Pennsylvania
– -$225K -9,008 Closed
Creative Planning
118
Creative Planning
Kansas
– -$224K -8,978 Closed
BCA
119
Bay Colony Advisors
Massachusetts
– -$213K -8,564 Closed
CWG
120
Cornerstone Wealth Group
North Carolina
– -$211K -8,453 Closed
VCM
121
Vivaldi Capital Management
Illinois
– -$202K -8,103 Closed
RFG Advisory
122
RFG Advisory
Alabama
– -$202K -8,084 Closed
CWS
123
Cypress Wealth Services
California
– -$200K -7,969 Closed
Rockefeller Capital Management
124
Rockefeller Capital Management
New York
– -$154K -6,170 Closed
IGWM
125
ICA Group Wealth Management
Colorado
– -$17K -680 Closed