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Nuveen AMT-Free Quality Municipal Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
TCWM
226
Total Clarity Wealth Management
Illinois
$133K – – –
EWA
227
EP Wealth Advisors
California
$133K +$2.07K +180 +2%
KC
228
Karras Company
Utah
$133K +$10.5K +915 +9%
SSWM
229
Sheets Smith Wealth Management
North Carolina
$132K – – –
CNBTD
230
Citizens National Bank Trust Department
Mississippi
$131K -$28.7K -2,500 -18%
CYG
231
Clean Yield Group
Vermont
$129K – – –
Bank of Montreal
232
Bank of Montreal
Ontario, Canada
$127K +$125K +10,855 New
RA
233
Riverstone Advisors
Texas
$127K +$2.21K +192 +2%
AA
234
Ancora Advisors
Ohio
$125K -$12.6K -1,093 -9%
BB
235
Busey Bank
Illinois
$125K – – –
CSPIA
236
Cary Street Partners Investment Advisory
Virginia
$124K +$121K +10,563 New
NFG
237
Nations Financial Group
Iowa
$124K +$1.33K +116 +1%
First Trust Advisors
238
First Trust Advisors
Illinois
$121K -$183K -15,946 -61%
RFP
239
Root Financial Partners
California
$120K +$118K +10,244 New
DWT
240
Dorsey & Whitney Trust
South Dakota
$117K – – –
FFWM
241
Future Financial Wealth Management
Ohio
$113K – – –
CF
242
Centaurus Financial
California
$103K +$101K +8,780 New
HCM
243
Hollencrest Capital Management
California
$95.1K – – –
Jones Financial Companies
244
Jones Financial Companies
Missouri
$88.4K +$1.21K +105 +1%
PTC
245
Private Trust Company
Ohio
$86.1K – – –
NS
246
NBC Securities
Alabama
$85K – – –
CI
247
CX Institutional
Indiana
$83K +$1.44K +125 +2%
IFWM
248
Institute for Wealth Management
Colorado
$81K +$79.3K +6,903 New
WB
249
Webster Bank
Connecticut
$80.9K – – –
CT
250
Caldwell Trust
Florida
$76K – – –