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Nuveen Dynamic Municipal Opportunities Fund

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