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Nuveen AMT-Free Quality Municipal Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CCWA
101
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$722K -$390K -36,008 -35%
BFS
102
Bard Financial Services
Connecticut
$710K
CA
103
CoreCap Advisors
Michigan
$694K +$236K +21,733 +52%
KWM
104
Kingsview Wealth Management
Oregon
$692K +$338K +31,167 +97%
CAPTRUST Financial Advisors
105
CAPTRUST Financial Advisors
North Carolina
$681K -$45.7K -4,215 -6%
OC
106
Oppenheimer & Co
New York
$636K +$13.7K +1,264 +2%
CL
107
Choreo LLC
Illinois
$625K -$219K -20,204 -26%
AGA
108
Arkos Global Advisors
Texas
$599K -$42.1K -3,885 -7%
RWA
109
Redhawk Wealth Advisors
Minnesota
$597K -$17.8K -1,645 -3%
M
110
MYeCFO
California
$592K +$18.4K +1,700 +3%
AWG
111
Altus Wealth Group
Colorado
$586K
AFP
112
Alpha Financial Partners
Kentucky
$586K +$582K +53,675 New
JWCA
113
J.W. Cole Advisors
Florida
$574K +$13.7K +1,264 +2%
SL
114
Sentinus LLC
Illinois
$569K
GWMR
115
GC Wealth Management RIA
Massachusetts
$562K -$101K -9,290 -15%
GM
116
GeoWealth Management
Illinois
$562K -$101K -9,290 -15%
AHL
117
Abel Hall LLC
Louisiana
$546K +$542K +50,000 New
BBHC
118
Brown Brothers Harriman & Co
New York
$538K +$534K +49,274 New
RIA
119
Realta Investment Advisors
Delaware
$511K +$141K +12,973 +38%
HI
120
Harbour Investments
Wisconsin
$477K +$131K +12,091 +38%
PCA
121
Peddock Capital Advisors
Massachusetts
$476K
BEI
122
Benjamin Edwards Inc
Missouri
$452K
CC
123
CF Capital
Massachusetts
$451K -$49.7K -4,589 -10%
RPA
124
Rock Point Advisors
Vermont
$436K
Cerity Partners
125
Cerity Partners
New York
$435K +$32.5K +3,000 +8%