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Nuveen AMT-Free Quality Municipal Income Fund
NEA

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
301
Geneos Wealth Management
Colorado
$11.8K – – –
TSWM
302
Tyler-Stone Wealth Management
Ohio
$11.1K – – –
HNB
303
Hilltop National Bank
Wyoming
$10.5K +$10.4K +948 New
GAA
304
Global Assets Advisory
Florida
$10.2K +$10.2K +928 New
AEPWM
305
Atlantic Edge Private Wealth Management
Florida
$8.54K +$8.46K +771 New
MRCM
306
M&R Capital Management
New Jersey
$7.49K – – –
HCP
307
Hexagon Capital Partners
Arkansas
$7.37K – – –
PSB
308
Piscataqua Savings Bank
New Hampshire
$7.14K – – –
HNB
309
Huntington National Bank
Ohio
$6.93K – – –
MFT
310
Moisand Fitzgerald Tamayo
Florida
$6.45K – – –
HGERS
311
Householder Group Estate & Retirement Specialist
Arizona
$6.1K – – –
HDIM
312
Hanson & Doremus Investment Management
Vermont
$6K – – –
CAM
313
Creekmur Asset Management
Illinois
$5.84K -$55.4K -5,045 -91%
LFG
314
Larson Financial Group
Missouri
$5.75K – – –
BC
315
Barrett & Company
Rhode Island
$3.74K – – –
DPW
316
DiNuzzo Private Wealth
Pennsylvania
$3.7K – – –
PA
317
Parallel Advisors
California
$2.89K -$2.86K -261 -50%
BWL
318
Bogart Wealth LLC
Virginia
$2.66K – – –
BCWM
319
Bartlett & Co Wealth Management
Ohio
$1.17K – – –
WTC
320
WhitTier Trust Company
Nevada
$1.16K – – –
RWPA
321
Richard W. Paul & Associates
Michigan
$875 – – –
WAM
322
Weiss Asset Management
Massachusetts
– -$1.31M -119,066 Closed
TW
323
Transform Wealth
Colorado
– -$699K -63,584 Closed
LCM
324
Lazari Capital Management
California
– -$663K -60,266 Closed
VF
325
Virtu Financial
New York
– -$411K -37,369 Closed
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13
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