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Nuveen Dynamic Municipal Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MRA Advisory Group
51
MRA Advisory Group
New Jersey
$135K +$2.01K +195 +2%
Savant Capital
52
Savant Capital
Illinois
$127K +$127K +12,252 New
Sykon Capital
53
Sykon Capital
New York
$117K – – –
Wealthcare Advisory Partners
54
Wealthcare Advisory Partners
Pennsylvania
$112K +$8.26K +800 +8%
Arax Advisory Partners
55
Arax Advisory Partners
Colorado
$88.3K +$87.6K +8,485 New
EverSource Wealth Advisors
56
EverSource Wealth Advisors
Alabama
$78.1K – – –
Vision Retirement
57
Vision Retirement
New Jersey
$71.6K – – –
BPI
58
BFC Planning, Inc.
Iowa
$67.7K – – –
Global Retirement Partners
59
Global Retirement Partners
California
$58.6K +$58.2K +5,632 New
Spire Wealth Management
60
Spire Wealth Management
Virginia
$51K +$10.3K +1,000 +26%
Clear Street
61
Clear Street
New York
$34.6K +$34.4K +3,327 New
Blue Trust Inc
62
Blue Trust Inc
Georgia
$17.3K -$3.49K -338 -17%
Highline Wealth Partners
63
Highline Wealth Partners
California
$10.4K – – –
NewEdge Advisors
64
NewEdge Advisors
Louisiana
$7.45K -$127K -12,335 -95%
Ameritas Advisory Services
65
Ameritas Advisory Services
Nebraska
$7.35K +$7.29K +706 New
FNY Investment Advisers
66
FNY Investment Advisers
New York
$6K – – –
Independent Advisor Alliance
67
Independent Advisor Alliance
North Carolina
– -$1.25M -121,315 Closed
Focus Partners Wealth
68
Focus Partners Wealth
Massachusetts
– -$160K -15,552 Closed
B
69
Bayban
Minnesota
– -$154K -15,000 Closed
Farther Finance Advisors
70
Farther Finance Advisors
California
– -$20.6K -2,000 Closed
Advisory Services Network
71
Advisory Services Network
Georgia
– -$11.4K -1,111 Closed
Activest Wealth Management
72
Activest Wealth Management
Florida
– -$4.63K -450 Closed