Nuveen California Quality Municipal Income Fund(NAC)

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Nuveen California Quality Municipal Income Fund(NAC)

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NAC(NAC)

NAC

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 154 Institutional Holders

Holder	Shares	Date	Change	% Held
SANDERS MORRIS HARRIS LLC	--	Jun 30, 26	-10.00K	--
Prospera Financial Services Inc	--	Jun 30, 26	-64.50K	--
MORGAN STANLEY	6.00M	Mar 31, 26	+860.64K	3.84%
GUGGENHEIM CAPITAL LLC	3.44M	Mar 31, 26	+497.00K	2.20%
WELLS FARGO & COMPANY/MN	1.80M	Mar 31, 26	-190.21K	1.16%
Advisors Asset Management, Inc.	1.65M	Mar 31, 26	+300.23K	1.06%
Rockefeller Capital Management L.P.	1.22M	Mar 31, 26	+32.46K	0.78%
UBS Group AG	995.08K	Mar 31, 26	-119.41K	0.64%
BANK OF AMERICA CORP /DE/	932.76K	Mar 31, 26	+97.91K	0.60%
LPL Financial LLC	584.09K	Mar 31, 26	+24.13K	0.37%
Mariner, LLC	531.87K	Mar 31, 26	-12.22K	0.34%
Allianz Asset Management GmbH	475.88K	Mar 31, 26	--	0.30%
EVOKE WEALTH, LLC	256.04K	Mar 31, 26	+2.36K	0.16%
Sanctuary Advisors, LLC	248.66K	Mar 31, 26	+7.07K	0.16%
AMERIPRISE FINANCIAL INC	241.66K	Mar 31, 26	+22	0.15%
JANE STREET GROUP, LLC	229.67K	Mar 31, 26	-184.00K	0.15%
WHITTIER TRUST CO	211.24K	Mar 31, 26	+10.92K	0.14%
RAYMOND JAMES FINANCIAL INC	179.98K	Mar 31, 26	+15.52K	0.12%
ROYAL BANK OF CANADA	179.78K	Mar 31, 26	-6.20K	0.12%
Resources Investment Advisors, LLC.	170.89K	Mar 31, 26	+4.70K	0.11%
DKM Wealth Management, Inc.	142.40K	Mar 31, 26	--	0.09%
COMMONWEALTH EQUITY SERVICES, LLC	141.72K	Mar 31, 26	+75.48K	0.09%
WEDBUSH SECURITIES INC	123.22K	Mar 31, 26	+25.61K	0.08%
Allworth Financial LP	113.63K	Mar 31, 26	+552	0.07%
New Insight Wealth Advisors	99.73K	Mar 31, 26	+29.95K	0.06%
ADVISOR GROUP HOLDINGS, INC.	98.48K	Mar 31, 26	+17.34K	0.06%
Creative Planning	85.06K	Mar 31, 26	+1.37K	0.05%
STIFEL FINANCIAL CORP	77.72K	Mar 31, 26	-6.36K	0.05%
NewEdge Advisors, LLC	71.29K	Mar 31, 26	+4.86K	0.05%
Mutual Advisors, LLC	70.99K	Mar 31, 26	+3.26K	0.05%
Oder Investment Management, LLC	63.06K	Mar 31, 26	+1.22K	0.04%
Golden State Equity Partners	62.31K	Mar 31, 26	+62.31K	0.04%
PNC FINANCIAL SERVICES GROUP, INC.	59.63K	Mar 31, 26	--	0.04%
Kestra Advisory Services, LLC	57.35K	Mar 31, 26	+53.92K	0.04%
Cerity Partners LLC	56.42K	Mar 31, 26	+7.88K	0.04%
ENVESTNET ASSET MANAGEMENT INC	50.47K	Mar 31, 26	+50.47K	0.03%
MELFA WEALTH MANAGEMENT, LLC	49.82K	Mar 31, 26	--	0.03%
HOLLENCREST CAPITAL MANAGEMENT	49.56K	Mar 31, 26	--	0.03%
Cetera Investment Advisers	48.79K	Mar 31, 26	-12.28K	0.03%
Prime Capital Investment Advisors, LLC	48.25K	Mar 31, 26	+10.47K	0.03%
Virtu Financial LLC	47.17K	Mar 31, 26	-7.28K	0.03%
EVERETT HARRIS & CO /CA/	46.00K	Mar 31, 26	--	0.03%
Western Wealth Management, LLC	43.52K	Mar 31, 26	+28.47K	0.03%
Van Hulzen Asset Management, LLC	40.29K	Mar 31, 26	-12.96K	0.03%
MAI Capital Management	38.90K	Mar 31, 26	+30.00K	0.02%
Integrated Wealth Concepts LLC	38.63K	Mar 31, 26	+38.63K	0.02%
FIRST FOUNDATION ADVISORS	38.62K	Mar 31, 26	-5.51K	0.02%
NewEdge Wealth, LLC	38.60K	Mar 31, 26	--	0.02%
OPPENHEIMER & CO INC	37.62K	Mar 31, 26	+1.29K	0.02%
Bridgewealth Advisory Group, LLC	36.38K	Mar 31, 26	+114	0.02%
Quantinno Capital Management LP	35.60K	Mar 31, 26	+14.33K	0.02%
Gerber Kawasaki Wealth & Investment Management	34.92K	Mar 31, 26	+1.07K	0.02%
HighTower Advisors, LLC	34.46K	Mar 31, 26	+364	0.02%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	33.10K	Mar 31, 26	+33.10K	0.02%
Apriem Advisors	32.22K	Mar 31, 26	--	0.02%
RHS Financial, LLC	29.22K	Mar 31, 26	-2.76K	0.02%
MERCER GLOBAL ADVISORS INC /ADV	26.49K	Mar 31, 26	+26.49K	0.02%
Intellectus Partners, LLC	25.00K	Mar 31, 26	--	0.02%
Perennial Investment Advisors, LLC	24.92K	Mar 31, 26	+24.92K	0.02%
TWO SIGMA SECURITIES, LLC	23.74K	Mar 31, 26	+12.94K	0.02%
REGATTA CAPITAL GROUP, LLC	22.28K	Mar 31, 26	-2.61K	0.01%
Snowden Capital Advisors LLC	20.13K	Mar 31, 26	+5	0.01%
FIRST AMERICAN TRUST, FSB	19.00K	Mar 31, 26	--	0.01%
NWF Advisory Services Inc.	18.49K	Mar 31, 26	+3.08K	0.01%
Pure Financial Advisors, LLC	18.20K	Mar 31, 26	--	0.01%
McGowan Group Asset Management, Inc.	17.85K	Mar 31, 26	--	0.01%
Cambridge Investment Research Advisors, Inc.	17.37K	Mar 31, 26	+1.09K	0.01%
CI Private Wealth, LLC	16.09K	Mar 31, 26	-7.50K	0.01%
Perigon Wealth Management, LLC	15.17K	Mar 31, 26	--	0.01%
RB Capital Management, LLC	14.64K	Mar 31, 26	+247	0.01%
Parallel Advisors, LLC	13.83K	Mar 31, 26	--	0.01%
CreativeOne Wealth, LLC	13.54K	Mar 31, 26	--	0.01%
Ameritas Advisory Services, LLC	12.16K	Mar 31, 26	--	0.01%
ROSENBLUM SILVERMAN SUTTON S F INC /CA	11.44K	Mar 31, 26	--	0.01%
Avestar Capital, LLC	11.00K	Mar 31, 26	+11.00K	0.01%
MML INVESTORS SERVICES, LLC	10.83K	Mar 31, 26	+10.83K	0.01%
Riverview Trust Co	10.61K	Mar 31, 26	--	0.01%
Strategic Advocates LLC	10.40K	Mar 31, 26	--	0.01%
EP Wealth Advisors, LLC	10.17K	Mar 31, 26	--	0.01%
HARBOUR INVESTMENTS, INC.	8.97K	Mar 31, 26	--	0.01%
US BANCORP \DE\	5.45K	Mar 31, 26	+1.05K	0.00%
WHITTIER TRUST CO OF NEVADA INC	3.55K	Mar 31, 26	--	0.00%
PETERSON WEALTH MANAGEMENT	2.65K	Mar 31, 26	+2.65K	0.00%
CWM, LLC	1.98K	Mar 31, 26	--	0.00%
MATHER GROUP, LLC.	1.44K	Mar 31, 26	+1.44K	0.00%
AMERIFLEX GROUP, INC.	1.40K	Mar 31, 26	--	0.00%
ROTHSCHILD INVESTMENT LLC	1.38K	Mar 31, 26	+25	0.00%
Smartleaf Asset Management LLC	1.24K	Mar 31, 26	--	0.00%
Penserra Capital Management LLC	1.23K	Mar 31, 26	+1.23K	0.00%
WFA of San Diego, LLC	590	Mar 31, 26	+45	0.00%
FIFTH THIRD BANCORP	47	Mar 31, 26	+47	0.00%
Tower Research Capital LLC (TRC)	17	Mar 31, 26	-36	0.00%
Caitlin John, LLC	--	Mar 31, 26	-800	--
Marex Group plc	--	Mar 31, 26	-16.60K	--
DAVIDSON TRUST CO	--	Mar 31, 26	-148.10K	--
IEQ CAPITAL, LLC	--	Mar 31, 26	-64.75K	--
CAPTRUST FINANCIAL ADVISORS	--	Mar 31, 26	-15.27K	--
KESTRA PRIVATE WEALTH SERVICES, LLC	--	Mar 31, 26	-52.73K	--
ORG Partners LLC	44.22K	Dec 31, 25	+44.22K	0.03%
CIBC Private Wealth Group, LLC	10.00K	Dec 31, 25	--	0.01%
Global Retirement Partners, LLC	3.69K	Dec 31, 25	--	0.00%
SageView Advisory Group, LLC	2.78K	Dec 31, 25	+2.78K	0.00%
COMERICA BANK	47	Dec 31, 25	--	0.00%
LM Advisors LLC	--	Dec 31, 25	-320.01K	--
EWG Elevate Inc.	--	Sep 30, 25	-12.10K	--
Grassi Investment Management	15.00K	Jun 30, 25	--	0.01%
AVANTAX ADVISORY SERVICES, INC.	11.99K	Jun 30, 25	-5.37K	0.01%
Atria Wealth Solutions, Inc.	--	Jun 30, 25	-48.11K	--
Householder Group Estate & Retirement Specialist, LLC	--	Dec 31, 24	-1.84K	--
RAYMOND JAMES & ASSOCIATES	116.69K	Sep 30, 24	+4.90K	0.07%
Raymond James Financial Services Advisors, Inc.	20.77K	Sep 30, 24	+5.37K	0.01%
Cetera Advisors LLC	18.66K	Mar 31, 24	+18.66K	0.01%
Cetera Advisor Networks LLC	12.69K	Mar 31, 24	+12.69K	0.01%
Bartlett & Co. LLC	34.50K	Dec 31, 23	-21.95K	0.02%
PROVENCE WEALTH MANAGEMENT GROUP	5.40K	Dec 31, 23	--	0.00%
DB Wealth Management Group, LLC	477	Dec 31, 23	--	0.00%
Hall Private Wealth Advisors	232.66K	Sep 30, 23	+72.14K	0.15%
TIAA, FSB	--	Jun 30, 23	-13.27K	--
Ford Financial Group, LLC	--	Mar 31, 23	-16.79K	--
GAMBLE JONES INVESTMENT COUNSEL	48.54K	Dec 31, 22	--	0.03%
Laurel Wealth Advisors, Inc.	19.49K	Dec 31, 22	-1.16K	0.01%
MARINER INDEPENDENT ADVISOR NETWORK, LLC	640.89K	Sep 30, 22	+34.58K	0.41%
EATON VANCE MANAGEMENT	10.62K	Sep 30, 22	--	0.01%
Covington Capital Management	3.26K	Sep 30, 22	--	0.00%
American Portfolios Advisors	1.10K	Sep 30, 22	--	0.00%
B. Riley Wealth Management, Inc.	33.63K	Jun 30, 22	-795	0.02%
Enterprise Trust & Investment Co	1.48K	Jun 30, 22	+1.48K	0.00%
Urban Wealth Management, LLC	1	Jun 30, 22	+1	0.00%
Newfleet Asset Management, LLC	--	Jun 30, 22	-47.73K	--
Intersect Capital LLC	--	Jun 30, 22	-12.45K	--
Winfield Associates, Inc.	13.30K	Mar 31, 22	+2.50K	0.01%
NEXT Financial Group, Inc	1.58K	Dec 31, 21	+83	0.00%
Ameritas Investment Company, LLC	67.83K	Sep 30, 21	--	0.04%
20/20 Capital Management, Inc.	213.33K	Jun 30, 21	-11.64K	0.14%
First Allied Advisory Services, Inc.	61.25K	Sep 30, 20	-985	0.04%
Lucia Wealth Services, LLC	--	Sep 30, 20	-205	--
Squar Milner Financial Services LLC	9.05K	Mar 31, 20	--	0.01%
LADENBURG THALMANN FINANCIAL SERVICES INC.	196.19K	Dec 31, 19	-2.64K	0.13%
Advisor Group, Inc.	16.17K	Dec 31, 19	-5.55K	0.01%
Chapwood Capital Investment Management, LLC	13.63K	Dec 31, 19	+13.63K	0.01%
Stevens First Principles Investment Advisors	800	Jun 30, 19	--	0.00%
Palo Capital, Inc.	--	Dec 31, 18	-58.90K	--
RAND WEALTH, LLC	10.61K	Sep 30, 18	--	0.01%
NATIONAL PLANNING CORP	--	Dec 31, 17	-25.80K	--
GIRARD SECURITIES, INC.	--	Sep 30, 17	-13.62K	--
Commonwealth Equity Services, Inc	63.53K	Jun 30, 17	+5.27K	0.04%
Integrated Wealth Management	18.69K	Mar 31, 17	+300	0.01%
MSI Financial Services Inc	13.24K	Dec 31, 16	+5.46K	0.01%
Stanford Investment Group, Inc.	2.27K	Dec 31, 16	--	0.00%
Investors Capital Advisory Services	15.00K	Jun 30, 16	+1.00K	0.01%
BOSTON PRIVATE BANK & TRUST CO	12.61K	Mar 31, 15	--	0.01%
NEW ENGLAND SECURITIES CORP /MA/	1.41K	Dec 31, 14	+680	0.00%
UBS AG	782.99K	Sep 30, 14	+257.21K	0.50%
First Allied Securities, Inc.	21.89K	Jun 30, 12	+3.72K	0.01%

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Holder

Date

Change

% Held

SANDERS MORRIS HARRIS LLC

Jun 30, 26

-10.00K

Prospera Financial Services Inc

Jun 30, 26

-64.50K

MORGAN STANLEY

6.00M

Mar 31, 26

+860.64K

3.84%

GUGGENHEIM CAPITAL LLC

3.44M

Mar 31, 26

+497.00K

2.20%

WELLS FARGO & COMPANY/MN

1.80M

Mar 31, 26

-190.21K

1.16%

Advisors Asset Management, Inc.

1.65M

Mar 31, 26

+300.23K

1.06%

Rockefeller Capital Management L.P.

1.22M

Mar 31, 26

+32.46K

0.78%

UBS Group AG

995.08K

Mar 31, 26

-119.41K

0.64%

BANK OF AMERICA CORP /DE/

932.76K

Mar 31, 26

+97.91K

0.60%

LPL Financial LLC

584.09K

Mar 31, 26

+24.13K

0.37%

Mariner, LLC

531.87K

Mar 31, 26

-12.22K

0.34%

Allianz Asset Management GmbH

475.88K

Mar 31, 26

0.30%

EVOKE WEALTH, LLC

256.04K

Mar 31, 26

+2.36K

0.16%

Sanctuary Advisors, LLC

248.66K

Mar 31, 26

+7.07K

0.16%

AMERIPRISE FINANCIAL INC

241.66K

Mar 31, 26

+22

0.15%

JANE STREET GROUP, LLC

229.67K

Mar 31, 26

-184.00K

0.15%

WHITTIER TRUST CO

211.24K

Mar 31, 26

+10.92K

0.14%

RAYMOND JAMES FINANCIAL INC

179.98K

Mar 31, 26

+15.52K

0.12%

ROYAL BANK OF CANADA

179.78K

Mar 31, 26

-6.20K

0.12%

Resources Investment Advisors, LLC.

170.89K

Mar 31, 26

+4.70K

0.11%

DKM Wealth Management, Inc.

142.40K

Mar 31, 26

0.09%

COMMONWEALTH EQUITY SERVICES, LLC

141.72K

Mar 31, 26

+75.48K

0.09%

WEDBUSH SECURITIES INC

123.22K

Mar 31, 26

+25.61K

0.08%

Allworth Financial LP

113.63K

Mar 31, 26

+552

0.07%

New Insight Wealth Advisors

99.73K

Mar 31, 26

+29.95K

0.06%

ADVISOR GROUP HOLDINGS, INC.

98.48K

Mar 31, 26

+17.34K

0.06%

Creative Planning

85.06K

Mar 31, 26

+1.37K

0.05%

STIFEL FINANCIAL CORP

77.72K

Mar 31, 26

-6.36K

0.05%

NewEdge Advisors, LLC

71.29K

Mar 31, 26

+4.86K

0.05%

Mutual Advisors, LLC

70.99K

Mar 31, 26

+3.26K

0.05%

Oder Investment Management, LLC

63.06K

Mar 31, 26

+1.22K

0.04%

Golden State Equity Partners

62.31K

Mar 31, 26

+62.31K

0.04%

PNC FINANCIAL SERVICES GROUP, INC.

59.63K

Mar 31, 26

0.04%

Kestra Advisory Services, LLC

57.35K

Mar 31, 26

+53.92K

0.04%

Cerity Partners LLC

56.42K

Mar 31, 26

+7.88K

0.04%

ENVESTNET ASSET MANAGEMENT INC

50.47K

Mar 31, 26

+50.47K

0.03%

MELFA WEALTH MANAGEMENT, LLC

49.82K

Mar 31, 26

0.03%

HOLLENCREST CAPITAL MANAGEMENT

49.56K

Mar 31, 26

0.03%

Cetera Investment Advisers

48.79K

Mar 31, 26

-12.28K

0.03%

Prime Capital Investment Advisors, LLC

48.25K

Mar 31, 26

+10.47K

0.03%

Virtu Financial LLC

47.17K

Mar 31, 26

-7.28K

0.03%

EVERETT HARRIS & CO /CA/

46.00K

Mar 31, 26

0.03%

Western Wealth Management, LLC

43.52K

Mar 31, 26

+28.47K

0.03%

Van Hulzen Asset Management, LLC

40.29K

Mar 31, 26

-12.96K

0.03%

MAI Capital Management

38.90K

Mar 31, 26

+30.00K

0.02%

Integrated Wealth Concepts LLC

38.63K

Mar 31, 26

+38.63K

0.02%

FIRST FOUNDATION ADVISORS

38.62K

Mar 31, 26

-5.51K

0.02%

NewEdge Wealth, LLC

38.60K

Mar 31, 26

0.02%

OPPENHEIMER & CO INC

37.62K

Mar 31, 26

+1.29K

0.02%

Bridgewealth Advisory Group, LLC

36.38K

Mar 31, 26

+114

0.02%

Quantinno Capital Management LP

35.60K

Mar 31, 26

+14.33K

0.02%

Gerber Kawasaki Wealth & Investment Management

34.92K

Mar 31, 26

+1.07K

0.02%

HighTower Advisors, LLC

34.46K

Mar 31, 26

+364

0.02%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

33.10K

Mar 31, 26

+33.10K

0.02%

Apriem Advisors

32.22K

Mar 31, 26

0.02%

RHS Financial, LLC

29.22K

Mar 31, 26

-2.76K

0.02%

MERCER GLOBAL ADVISORS INC /ADV

26.49K

Mar 31, 26

+26.49K

0.02%

Intellectus Partners, LLC

25.00K

Mar 31, 26

0.02%

Perennial Investment Advisors, LLC

24.92K

Mar 31, 26

+24.92K

0.02%

TWO SIGMA SECURITIES, LLC

23.74K

Mar 31, 26

+12.94K

0.02%

REGATTA CAPITAL GROUP, LLC

22.28K

Mar 31, 26

-2.61K

0.01%

Snowden Capital Advisors LLC

20.13K

Mar 31, 26

0.01%

FIRST AMERICAN TRUST, FSB

19.00K

Mar 31, 26

0.01%

NWF Advisory Services Inc.

18.49K

Mar 31, 26

+3.08K

0.01%

Pure Financial Advisors, LLC

18.20K

Mar 31, 26

0.01%

McGowan Group Asset Management, Inc.

17.85K

Mar 31, 26

0.01%

Cambridge Investment Research Advisors, Inc.

17.37K

Mar 31, 26

+1.09K

0.01%

CI Private Wealth, LLC

16.09K

Mar 31, 26

-7.50K

0.01%

Perigon Wealth Management, LLC

15.17K

Mar 31, 26

0.01%

RB Capital Management, LLC

14.64K

Mar 31, 26

+247

0.01%

Parallel Advisors, LLC

13.83K

Mar 31, 26

0.01%

CreativeOne Wealth, LLC

13.54K

Mar 31, 26

0.01%

Ameritas Advisory Services, LLC

12.16K

Mar 31, 26

0.01%

ROSENBLUM SILVERMAN SUTTON S F INC /CA

11.44K

Mar 31, 26

0.01%

Avestar Capital, LLC

11.00K

Mar 31, 26

+11.00K

0.01%

MML INVESTORS SERVICES, LLC

10.83K

Mar 31, 26

+10.83K

0.01%

Riverview Trust Co

10.61K

Mar 31, 26

0.01%

Strategic Advocates LLC

10.40K

Mar 31, 26

0.01%

EP Wealth Advisors, LLC

10.17K

Mar 31, 26

0.01%

HARBOUR INVESTMENTS, INC.

8.97K

Mar 31, 26

0.01%

US BANCORP \DE\

5.45K

Mar 31, 26

+1.05K

0.00%

WHITTIER TRUST CO OF NEVADA INC

3.55K

Mar 31, 26

0.00%

PETERSON WEALTH MANAGEMENT

2.65K

Mar 31, 26

+2.65K

0.00%

CWM, LLC

1.98K

Mar 31, 26

0.00%

MATHER GROUP, LLC.

1.44K

Mar 31, 26

+1.44K

0.00%

AMERIFLEX GROUP, INC.

1.40K

Mar 31, 26

0.00%

ROTHSCHILD INVESTMENT LLC

1.38K

Mar 31, 26

+25

0.00%

Smartleaf Asset Management LLC

1.24K

Mar 31, 26

0.00%

Penserra Capital Management LLC

1.23K

Mar 31, 26

+1.23K

0.00%

WFA of San Diego, LLC

590

Mar 31, 26

+45

0.00%

FIFTH THIRD BANCORP

Mar 31, 26

+47

0.00%

Tower Research Capital LLC (TRC)

Mar 31, 26

-36

0.00%

Caitlin John, LLC

Mar 31, 26

-800

Marex Group plc

Mar 31, 26

-16.60K

DAVIDSON TRUST CO

Mar 31, 26

-148.10K

IEQ CAPITAL, LLC

Mar 31, 26

-64.75K

CAPTRUST FINANCIAL ADVISORS

Mar 31, 26

-15.27K

KESTRA PRIVATE WEALTH SERVICES, LLC

Mar 31, 26

-52.73K

ORG Partners LLC

44.22K

Dec 31, 25

+44.22K

0.03%

CIBC Private Wealth Group, LLC

10.00K

Dec 31, 25

0.01%

Global Retirement Partners, LLC

3.69K

Dec 31, 25

0.00%

SageView Advisory Group, LLC

2.78K

Dec 31, 25

+2.78K

0.00%

COMERICA BANK

Dec 31, 25

0.00%

LM Advisors LLC

Dec 31, 25

-320.01K

EWG Elevate Inc.

Sep 30, 25

-12.10K

Grassi Investment Management

15.00K

Jun 30, 25

0.01%

AVANTAX ADVISORY SERVICES, INC.

11.99K

Jun 30, 25

-5.37K

0.01%

Atria Wealth Solutions, Inc.

Jun 30, 25

-48.11K

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-1.84K

RAYMOND JAMES & ASSOCIATES

116.69K

Sep 30, 24

+4.90K

0.07%

Raymond James Financial Services Advisors, Inc.

20.77K

Sep 30, 24

+5.37K

0.01%

Cetera Advisors LLC

18.66K

Mar 31, 24

+18.66K

0.01%

Cetera Advisor Networks LLC

12.69K

Mar 31, 24

+12.69K

0.01%

Bartlett & Co. LLC

34.50K

Dec 31, 23

-21.95K

0.02%

PROVENCE WEALTH MANAGEMENT GROUP

5.40K

Dec 31, 23

0.00%

DB Wealth Management Group, LLC

477

Dec 31, 23

0.00%

Hall Private Wealth Advisors

232.66K

Sep 30, 23

+72.14K

0.15%

TIAA, FSB

Jun 30, 23

-13.27K

Ford Financial Group, LLC

Mar 31, 23

-16.79K

GAMBLE JONES INVESTMENT COUNSEL

48.54K

Dec 31, 22

0.03%

Laurel Wealth Advisors, Inc.

19.49K

Dec 31, 22

-1.16K

0.01%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

640.89K

Sep 30, 22

+34.58K

0.41%

EATON VANCE MANAGEMENT

10.62K

Sep 30, 22

0.01%

Covington Capital Management

3.26K

Sep 30, 22

0.00%

American Portfolios Advisors

1.10K

Sep 30, 22

0.00%

B. Riley Wealth Management, Inc.

33.63K

Jun 30, 22

-795

0.02%

Enterprise Trust & Investment Co

1.48K

Jun 30, 22

+1.48K

0.00%

Urban Wealth Management, LLC

Jun 30, 22

0.00%

Newfleet Asset Management, LLC

Jun 30, 22

-47.73K

Intersect Capital LLC

Jun 30, 22

-12.45K

Winfield Associates, Inc.

13.30K

Mar 31, 22

+2.50K

0.01%

NEXT Financial Group, Inc

1.58K

Dec 31, 21

+83

0.00%

Ameritas Investment Company, LLC

67.83K

Sep 30, 21

0.04%

20/20 Capital Management, Inc.

213.33K

Jun 30, 21

-11.64K

0.14%

First Allied Advisory Services, Inc.

61.25K

Sep 30, 20

-985

0.04%

Lucia Wealth Services, LLC

Sep 30, 20

-205

Squar Milner Financial Services LLC

9.05K

Mar 31, 20

0.01%

LADENBURG THALMANN FINANCIAL SERVICES INC.

196.19K

Dec 31, 19

-2.64K

0.13%

Advisor Group, Inc.

16.17K

Dec 31, 19

-5.55K

0.01%

Chapwood Capital Investment Management, LLC

13.63K

Dec 31, 19

+13.63K

0.01%

Stevens First Principles Investment Advisors

800

Jun 30, 19

0.00%

Palo Capital, Inc.

Dec 31, 18

-58.90K

RAND WEALTH, LLC

10.61K

Sep 30, 18

0.01%

NATIONAL PLANNING CORP

Dec 31, 17

-25.80K

GIRARD SECURITIES, INC.

Sep 30, 17

-13.62K

Commonwealth Equity Services, Inc

63.53K

Jun 30, 17

+5.27K

0.04%

Integrated Wealth Management

18.69K

Mar 31, 17

+300

0.01%

MSI Financial Services Inc

13.24K

Dec 31, 16

+5.46K

0.01%

Stanford Investment Group, Inc.

2.27K

Dec 31, 16

0.00%

Investors Capital Advisory Services

15.00K

Jun 30, 16

+1.00K

0.01%

BOSTON PRIVATE BANK & TRUST CO

12.61K

Mar 31, 15

0.01%

NEW ENGLAND SECURITIES CORP /MA/

1.41K

Dec 31, 14

+680

0.00%

UBS AG

782.99K

Sep 30, 14

+257.21K

0.50%

First Allied Securities, Inc.

21.89K

Jun 30, 12

+3.72K

0.01%