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Nuveen AMT-Free Quality Municipal Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
101
Wealth Enhancement Advisory Services
Minnesota
$972K +$234K +20,169 +33%
Mercer Global Advisors
102
Mercer Global Advisors
Colorado
$944K +$73.7K +6,339 +9%
AGA
103
Arkos Global Advisors
Texas
$908K
AGM
104
Alpine Global Management
New York
$838K +$814K +70,000 New
RJT
105
Raymond James Trust
Florida
$817K
FPFS
106
First Personal Financial Services
North Carolina
$809K -$44.3K -3,808 -5%
BFS
107
Bard Financial Services
Connecticut
$778K -$72.6K -6,250 -9%
SA
108
Sanctuary Advisors
Indiana
$774K +$24.4K +2,103 +3%
GWMR
109
GC Wealth Management RIA
Massachusetts
$746K +$301K +25,899 +71%
GM
110
GeoWealth Management
Illinois
$746K +$301K +25,899 +71%
NW
111
NewEdge Wealth
Pennsylvania
$743K +$721K +62,050 New
AWG
112
Altus Wealth Group
Colorado
$666K -$99K -8,519 -13%
M
113
MYeCFO
California
$651K -$11.6K -1,000 -2%
RWA
114
Redhawk Wealth Advisors
Minnesota
$650K +$11.2K +965 +2%
BAM
115
Brave Asset Management
New Jersey
$649K
Millennium Management
116
Millennium Management
New York
$648K +$629K +54,120 New
MG
117
Marex Group
$634K +$337K +29,000 +121%
SL
118
Sentinus LLC
Illinois
$624K +$7.61K +655 +1%
WFA
119
Wellspring Financial Advisors
Ohio
$607K -$259K -22,300 -31%
US Bancorp
120
US Bancorp
Minnesota
$511K +$205K +17,650 +70%
SWM
121
Spire Wealth Management
Virginia
$503K +$2.77K +238 +0.6%
ICMP
122
Integrated Capital Management (Pennsylvania)
Pennsylvania
$494K +$7.65K +658 +2%
TW
123
TrinityPoint Wealth
Connecticut
$485K +$453 +39 +0.1%
SWM
124
Silverlake Wealth Management
Vermont
$485K +$156K +13,433 +50%
RPA
125
Rock Point Advisors
Vermont
$480K -$23.2K -2,000 -5%