NUVEEN CA DIVI ADV MUN
| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) | Type |
|---|---|---|---|---|---|---|---|
| New Insight Wealth Advisors | 69,785 | 99,735 | +29,950 | 0.29 | 0.42 | +0.12 | buy |
| Hennion & Walsh Asset Management, Inc. | 412,560 | 441,613 | +29,053 | 0.17 | 0.17 | +0.01 | buy |
| Western Wealth Management, LLC | 15,049 | 43,515 | +28,466 | 0.01 | 0.02 | +0.01 | buy |
| CLG LLC | 14,087 | 37,584 | +23,497 | 0.04 | 0.11 | +0.07 | buy |
| NWF Advisory Services Inc. | 15,405 | 18,490 | +3,085 | 0.02 | 0.02 | +0.00 | buy |
| EVOKE WEALTH, LLC | 253,679 | 256,039 | +2,360 | 0.06 | 0.06 | -0.00 | buy |
| Ignite Planners, LLC | 357,359 | 359,057 | +1,698 | 0.65 | 0.65 | -0.01 | buy |
| Oder Investment Management, LLC | 61,836 | 63,057 | +1,221 | 0.53 | 0.56 | +0.04 | buy |
| Cooper Financial Group | 42,152 | 43,228 | +1,076 | 0.05 | 0.05 | -0.00 | buy |
| Gerber Kawasaki Wealth & Investment Management | 33,850 | 34,925 | +1,075 | 0.01 | 0.01 | -0.00 | buy |
| RB Capital Management, LLC | 14,391 | 14,638 | +247 | 0.03 | 0.04 | +0.00 | buy |
| Mesirow Financial Investment Management, Inc. | 16,240 | 16,440 | +200 | 0.00 | 0.00 | -0.00 | buy |
| Bridgewealth Advisory Group, LLC | 36,264 | 36,378 | +114 | 0.09 | 0.09 | -0.01 | buy |
| WFA of San Diego, LLC | 545 | 590 | +45 | 0.00 | 0.01 | +0.00 | buy |
| Rareview Capital LLC | 66,243 | 66,281 | +38 | 0.48 | 0.43 | -0.05 | buy |
| SOA Wealth Advisors, LLC. | 995 | 1,007 | +12 | 0.00 | 0.00 | +0.00 | buy |
| Atala Financial Inc | 65,185 | 63,385 | -1,800 | 0.49 | 0.50 | +0.01 | sell |
| REGATTA CAPITAL GROUP, LLC | 24,891 | 22,280 | -2,611 | 0.04 | 0.04 | -0.01 | sell |
| RHS Financial, LLC | 31,974 | 29,217 | -2,757 | 0.18 | 0.16 | -0.02 | sell |
| ECLECTIC ASSOCIATES INC /ADV | 29,454 | 24,548 | -4,906 | 0.05 | 0.04 | -0.02 | sell |
| FIRST FOUNDATION ADVISORS | 44,125 | 38,617 | -5,508 | 0.02 | 0.02 | -0.00 | sell |
| Van Hulzen Asset Management, LLC | 53,250 | 40,290 | -12,960 | 0.05 | 0.03 | -0.01 | sell |
| Southland Equity Partners LLC | 206,090 | 179,440 | -26,650 | 0.48 | 0.41 | -0.07 | sell |