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Nuveen AMT-Free Quality Municipal Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
251
Plante Moran Financial Advisors
Michigan
$41K +$42.6K +3,500 New
S
252
Surevest
California
$39K
EIP
253
Ellis Investment Partners
Pennsylvania
$37K +$12.6K +1,036 +49%
AF
254
Allworth Financial
California
$36K +$23.4K +1,917 +171%
S
255
SignatureFD
Georgia
$35K
Carson Wealth (CWM LLC)
256
Carson Wealth (CWM LLC)
Nebraska
$35K +$17.7K +1,453 +93%
RAM
257
Riggs Asset Management
Pennsylvania
$34K
WT
258
Washington Trust
Rhode Island
$34K
TFS
259
TrustCore Financial Services
Tennessee
$32K -$552K -45,275 -94%
FF
260
FourThought Financial
Florida
$32K +$10.6K +871 +48%
FMP
261
Financial Management Professionals
Texas
$30K
RTC
262
Riverview Trust Company
Washington
$30K +$31.5K +2,589 New
HIA
263
Harbor Investment Advisory
Maryland
$29K
PFGIA
264
Patriot Financial Group Insurance Agency
Massachusetts
$28K
CT
265
Cambridge Trust
Massachusetts
$28K +$29K +2,378 New
MA
266
Montag & Associates
Georgia
$25K
GRP
267
Global Retirement Partners
California
$24K
RBC
268
Roble Belko & Company
Pennsylvania
$24K
UB
269
UMB Bank
Missouri
$24K
FP
270
Financial Perspectives
Minnesota
$23.7K
WPA
271
West Paces Advisors
Georgia
$22.6K
CCM
272
Chilton Capital Management
Texas
$22K +$22.5K +1,850 New
TCWM
273
Total Clarity Wealth Management
Illinois
$21K +$22K +1,806 New
BAM
274
Bellevue Asset Management
Washington
$19K -$4.81K -395 -20%
MWM
275
Mascoma Wealth Management
New Hampshire
$19K +$19.9K +1,630 New