NUVEEN CA DIVI ADV MUN
| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) | Type |
|---|---|---|---|---|---|---|---|
| Hennion & Walsh Asset Management, Inc. | 347,748 | 377,589 | +29,841 | 0.16 | 0.16 | +0.00 | buy |
| Southland Equity Partners LLC | 135,540 | 153,040 | +17,500 | 0.33 | 0.36 | +0.02 | buy |
| Ignite Planners, LLC | 323,400 | 330,112 | +6,712 | 0.62 | 0.62 | +0.00 | buy |
| Van Hulzen Asset Management, LLC | 51,950 | 55,250 | +3,300 | 0.05 | 0.05 | -0.00 | buy |
| Castle Rock Wealth Management, LLC | 24,375 | 26,709 | +2,334 | 0.06 | 0.07 | +0.01 | buy |
| Mesirow Financial Investment Management, Inc. | 13,556 | 15,840 | +2,284 | 0.00 | 0.00 | +0.00 | buy |
| Oder Investment Management, LLC | 56,859 | 58,158 | +1,299 | 0.48 | 0.48 | +0.00 | buy |
| NWF Advisory Services Inc. | 14,520 | 15,690 | +1,170 | 0.02 | 0.02 | +0.00 | buy |
| Fermata Advisors, LLC | 10,900 | 11,500 | +600 | 0.03 | 0.03 | +0.00 | buy |
| RB Capital Management, LLC | 15,785 | 16,038 | +253 | 0.04 | 0.04 | -0.00 | buy |
| Bridgewealth Advisory Group, LLC | 38,828 | 39,042 | +214 | 0.11 | 0.10 | -0.01 | buy |
| Gerber Kawasaki Wealth & Investment Management | 15,987 | 16,170 | +183 | 0.01 | 0.01 | -0.00 | buy |
| New Insight Wealth Advisors | 41,135 | 41,235 | +100 | 0.19 | 0.18 | -0.01 | buy |
| Rareview Capital LLC | 66,107 | 66,167 | +60 | 0.47 | 0.45 | -0.01 | buy |
| WFA of San Diego, LLC | 450 | 500 | +50 | 0.00 | 0.00 | +0.00 | buy |
| SOA Wealth Advisors, LLC. | 951 | 970 | +19 | 0.00 | 0.00 | -0.00 | buy |
| EVOKE WEALTH, LLC | 249,824 | 249,840 | +16 | 0.07 | 0.06 | -0.01 | buy |
| Cooper Financial Group | 40,955 | 40,813 | -142 | 0.05 | 0.05 | -0.00 | sell |
| RHS Financial, LLC | 46,560 | 46,030 | -530 | 0.30 | 0.27 | -0.02 | sell |
| Core Wealth Partners LLC | 33,499 | 32,249 | -1,250 | 0.19 | 0.17 | -0.02 | sell |
| Atala Financial Inc | 108,930 | 104,055 | -4,875 | 0.84 | 0.75 | -0.09 | sell |
| Apriem Advisors | 42,320 | 36,220 | -6,100 | 0.05 | 0.04 | -0.01 | sell |
| REGATTA CAPITAL GROUP, LLC | 144,621 | 126,516 | -18,105 | 0.28 | 0.23 | -0.05 | sell |
| FIRST FOUNDATION ADVISORS | 68,102 | 44,125 | -23,977 | 0.03 | 0.02 | -0.01 | sell |
| MACKAY SHIELDS LLC | 2,150,869 | 511,343 | -1,639,526 | 0.77 | 0.20 | -0.57 | sell |