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Nuveen AMT-Free Quality Municipal Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
EP
76
Essential Planning
New Hampshire
$1.63M +$1.63M +139,880 New
MG
77
Marex Group
$1.59M +$1.03M +88,394 +167%
MWM
78
Modern Wealth Management
Kansas
$1.59M +$1.44M +124,158 +758%
USCWA
79
U.S. Capital Wealth Advisors
Texas
$1.58M +$128K +11,015 +9%
WCMNY
80
Westchester Capital Management (New York)
New York
$1.53M -$832K -71,491 -35%
Corient Private Wealth
81
Corient Private Wealth
Florida
$1.51M +$129K +11,119 +9%
IA
82
IFC Advisors
California
$1.5M +$1.54M +132,597 New
PFA
83
Petra Financial Advisors
Colorado
$1.45M
Envestnet Asset Management
84
Envestnet Asset Management
Illinois
$1.43M -$2.68M -230,845 -64%
Mariner
85
Mariner
Kansas
$1.42M +$294K +25,275 +25%
KA
86
Kercheville Advisors
Texas
$1.4M +$75.9K +6,526 +6%
JWA
87
JFS Wealth Advisors
Pennsylvania
$1.38M +$1.25K +107 +0.1%
WB
88
WesBanco Bank
West Virginia
$1.28M -$39.3K -3,376 -3%
CPL
89
Capital & Planning LLC
Georgia
$1.26M +$1.3M +112,010 New
Wealth Enhancement Advisory Services
90
Wealth Enhancement Advisory Services
Minnesota
$1.25M +$346K +29,757 +37%
Creative Planning
91
Creative Planning
Kansas
$1.25M +$956K +82,171 +286%
CCWA
92
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.24M -$102K -8,789 -7%
NW
93
NewEdge Wealth
Pennsylvania
$1.23M +$549K +47,200 +76%
CCA
94
Childress Capital Advisors
Texas
$1.22M
AWM
95
Avior Wealth Management
Nebraska
$1.16M +$45.1K +3,879 +4%
BCG
96
Breakwater Capital Group
New Jersey
$1.15M +$177K +15,260 +18%
LCM
97
Landscape Capital Management
New Jersey
$1.1M +$1.13M +97,184 New
SWP
98
Stratos Wealth Partners
Ohio
$1.08M +$26.2K +2,256 +2%
NAS
99
NWF Advisory Services
California
$1.05M +$1.08M +92,822 New
TA
100
Tectonic Advisors
Texas
$1.05M +$26.5K +2,280 +3%