Ticker: NUBD CUSIP: 67092P870 Class: NUVEEN ESG US
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| rebel Financial LLC | 37,777 | $845 |
| JGP Wealth Management, LLC | 14,798 | $331 |
| NATURAL INVESTMENTS, LLC | 15,907 | $0 |
| Beacon Pointe Advisors, LLC | 67,020 | $1,498 |
| Johnson Financial Group, LLC | 8,951 | $200 |
| Kingdom Financial Group LLC. | 1,744 | $39 |
| McAdam, LLC | 9,341 | $209 |
| NewEdge Advisors, LLC | 26,529 | $593 |
| FLAGSHIP HARBOR ADVISORS, LLC | 4,585 | $103 |
| MML INVESTORS SERVICES, LLC | 26,782 | $599 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12,932 | $289 |
| Farther Finance Advisors, LLC | 2,860 | $64 |
| Kestra Advisory Services, LLC | 3,714 | $83 |
| EQ WEALTH ADVISORS, LLC | 149 | $3 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| First Pacific Financial | 1,083,576 | 1,189,868 | +106,292 (+9.8%) |
| Westfuller Advisors, LLC | 310,870 | 315,007 | +4,137 (+1.3%) |
| WCG Wealth Advisors LLC | 197,032 | 744,182 | +547,150 (+277.7%) |
| RETIREMENT CAPITAL STRATEGIES | 107,446 | 121,505 | +14,059 (+13.1%) |
| CGN Advisors LLC | 374,191 | 407,545 | +33,354 (+8.9%) |
| Charter Oak Capital Management, LLC | 242,339 | 270,347 | +28,008 (+11.6%) |
| Boston Standard Wealth Management, LLC | 124,358 | 132,063 | +7,705 (+6.2%) |
| Millstone Evans Group, LLC | 4,389 | 8,097 | +3,708 (+84.5%) |
| AI Financial Services LLC | 51,221 | 53,495 | +2,274 (+4.4%) |
| Evolution Advisers, Inc. | 121,431 | 123,622 | +2,191 (+1.8%) |
| Litman Gregory Wealth Management LLC | 47,574 | 64,224 | +16,650 (+35.0%) |
| Perigon Wealth Management, LLC | 134,836 | 182,840 | +48,004 (+35.6%) |
| Bank of New York Mellon Corp | 969,753 | 1,591,519 | +621,766 (+64.1%) |
| BayBridge Capital Group, LLC | 30,643 | 31,014 | +371 (+1.2%) |
| Miracle Mile Advisors, LLC | 280,930 | 293,370 | +12,440 (+4.4%) |
| MORGAN STANLEY | 1,577,084 | 1,900,775 | +323,691 (+20.5%) |
| LPL Financial LLC | 409,041 | 474,351 | +65,310 (+16.0%) |
| Gerber Kawasaki Wealth & Investment Management | 17,238 | 22,211 | +4,973 (+28.8%) |
| SGL Investment Advisors, Inc. | 12,027 | 12,602 | +575 (+4.8%) |
| COLDSTREAM CAPITAL MANAGEMENT INC | 102,796 | 109,805 | +7,009 (+6.8%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Koss-Olinger Consulting, LLC | 275,279 | 244,218 | -31,061 (-11.3%) |
| Silver Oak Advisory Group, Inc. | 107,187 | 104,309 | -2,878 (-2.7%) |
| Vestmark Advisory Solutions, Inc. | 408,896 | 380,041 | -28,855 (-7.1%) |
| Cherry Tree Wealth Management, LLC | 12,962 | 8,759 | -4,203 (-32.4%) |
| Legacy Financial Group LLC | 28,125 | 24,115 | -4,010 (-14.3%) |
| Focus Partners Wealth | 392,984 | 315,950 | -77,034 (-19.6%) |
| Etesian Wealth Advisors, Inc. | 14,223 | 13,050 | -1,173 (-8.2%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 88,654 | 33,722 | -54,932 (-62.0%) |
| CITADEL ADVISORS LLC | 133,948 | 95,760 | -38,188 (-28.5%) |
| OSAIC HOLDINGS, INC. | 52,366 | 36,514 | -15,852 (-30.3%) |
| Cetera Investment Advisers | 75,035 | 61,116 | -13,919 (-18.6%) |
| ROYAL BANK OF CANADA | 123,697 | 117,056 | -6,641 (-5.4%) |
| US BANCORP \DE\ | 42,968 | 38,606 | -4,362 (-10.2%) |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 31,365 | 27,282 | -4,083 (-13.0%) |
| UBS Group AG | 86,511 | 83,076 | -3,435 (-4.0%) |
| Allworth Financial LP | 36,409 | 33,692 | -2,717 (-7.5%) |
| JPMORGAN CHASE & CO | 33,481 | 30,812 | -2,669 (-8.0%) |
| HARBOUR INVESTMENTS, INC. | 8,465 | 7,669 | -796 (-9.4%) |
| Rossby Financial, LCC | 7,537 | 7,384 | -153 (-2.0%) |
| Stordahl Capital Management, Inc. | 9,297 | 9,128 | -169 (-1.8%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Stanich Group LLC | 183,799 | $4,127 |
| LongView Asset Management LLC | 9,284 | $208 |
| Buckingham Strategic Partners | 12,415 | $279 |
| Baird Financial Group, Inc. | 9,602 | $216 |
| Global Retirement Partners, LLC | 968 | $22 |
| COMERICA BANK | 17 | $0 |