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Nuveen Taxable Municipal Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$725K +$156K +9,730 +25%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$702K +$26.6K +1,658 +4%
NWMP
28
Noble Wealth Management PBC
Colorado
$692K +$740K +46,175 New
RP
29
Riverbridge Partners
Minnesota
$663K +$24.4K +1,520 +4%
ASN
30
Advisory Services Network
Georgia
$611K +$56.1K +3,500 +9%
BAM
31
Bayshore Asset Management
Florida
$516K +$552K +34,470 New
FPAS
32
Focus Partners Advisor Solutions
Missouri
$516K +$552K +34,470 New
TW
33
Transform Wealth
Colorado
$505K +$540K +33,690 New
Calamos Advisors
34
Calamos Advisors
Illinois
$498K +$102K +6,385 +24%
CA
35
Cresta Advisors
Texas
$473K
IA
36
Intellus Advisors
Florida
$471K +$504K +31,467 New
AC
37
Amitell Capital
Singapore
$468K
FAG
38
Fortitude Advisory Group
Washington
$448K
AWS
39
Atria Wealth Solutions
New York
$433K +$136K +8,455 +41%
HKAM
40
Horizon Kinetics Asset Management
New York
$393K -$11.9K -744 -3%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$339K +$88.4K +5,513 +32%
GKWIM
42
Gerber Kawasaki Wealth & Investment Management
California
$339K -$13.7K -852 -4%
CMMS
43
Comprehensive Money Management Services
Florida
$280K +$300K +18,715 New
FWM
44
Focused Wealth Management
New York
$271K +$1.92K +120 +0.7%
GP
45
Gridiron Partners
Pennsylvania
$270K
GVAG
46
Great Valley Advisor Group
Delaware
$252K -$15.1K -943 -5%
IWC
47
Integrated Wealth Concepts
Massachusetts
$251K -$29.1K -1,813 -10%
USCWA
48
U.S. Capital Wealth Advisors
Texas
$241K
DAS
49
Dynamic Advisor Solutions
Arizona
$241K -$8.99K -561 -3%
RAM
50
Readystate Asset Management
Illinois
$224K +$240K +14,968 New