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Nuveen S&P 500 Dynamic Overwrite Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PA
151
Pinnacle Associates
New York
$259K -$106 -6 -0%
MFG
152
Merit Financial Group
Georgia
$256K -$1.9K -107 -0.8%
WPA
153
Wealth Preservation Advisors
Tennessee
$255K +$243K +13,693 New
APW
154
Allied Private Wealth
Florida
$254K +$243K +13,717 New
KWM
155
Kingsview Wealth Management
Oregon
$247K -$29.7K -1,674 -11%
CL
156
CSS LLC
Illinois
$244K -$31.9K -1,800 -12%
PAS
157
PKS Advisory Services
New York
$242K -$46.9K -2,645 -17%
KFA
158
Kapstone Financial Advisors
Ohio
$235K -$71 -4 -0%
AC
159
Apella Capital
Connecticut
$234K
VIPI
160
Vista Investment Partners II
Indiana
$230K -$35 -2 -0%
GVAG
161
Great Valley Advisor Group
Delaware
$230K -$26.6K -1,500 -11%
GRP
162
Global Retirement Partners
California
$225K +$213K +12,046 New
LNWTC
163
Laird Norton Wetherby Trust Company
Washington
$220K
FFA
164
Founders Financial Alliance
North Carolina
$219K +$20.6K +1,161 +11%
AIM
165
Axiom Investment Management
New York
$211K +$21.9K +1,237 +12%
NAS
166
NWF Advisory Services
California
$209K
BPA
167
Beacon Pointe Advisors
California
$207K +$197K +11,112 New
TCA
168
Transcend Capital Advisors
New Jersey
$206K +$195K +11,033 New
FFA
169
Farther Finance Advisors
California
$196K -$457K -25,797 -71%
CWM
170
Centurion Wealth Management
Virginia
$193K -$71 -4 -0%
HCM
171
Hollencrest Capital Management
California
$135K
PP
172
PFS Partners
New Jersey
$130K
CFM
173
Cornerstone Financial Management
Massachusetts
$125K
GWM
174
Geneos Wealth Management
Colorado
$122K +$112K +6,347 +3,690%
HBW
175
Hazlett, Burt & Watson
West Virginia
$119K