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Nuveen AMT-Free Quality Municipal Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
126
SevenBridge Financial Group
Pennsylvania
$279K
CBTWT
127
Community Bank & Trust (Waco, Texas)
Texas
$279K +$276K +19,488 New
PMG
128
ProVise Management Group
Florida
$277K
BWCS
129
Beirne Wealth Consulting Services
Connecticut
$276K
WMA
130
Wealth Management Associates
New Jersey
$267K +$23.3K +1,643 +10%
TC
131
Truvestments Capital
Florida
$267K -$3.54K -250 -1%
SCA
132
Snowden Capital Advisors
New York
$256K +$1.05K +74 +0.4%
OC
133
Oppenheimer & Co
New York
$252K -$43.8K -3,094 -15%
SSB
134
Sandy Spring Bank
Maryland
$250K
CB
135
Commerce Bank
Missouri
$242K
KeyBank National Association
136
KeyBank National Association
Ohio
$238K -$10.2K -723 -4%
Rockefeller Capital Management
137
Rockefeller Capital Management
New York
$236K +$228K +16,063 +4,016%
MWM
138
Merriman Wealth Management
Washington
$229K -$156K -11,000 -41%
GWM
139
Geneos Wealth Management
Colorado
$222K -$26.3K -1,856 -11%
SMH
140
Sanders Morris Harris
Texas
$217K -$240K -16,900 -53%
FIA
141
FNY Investment Advisers
New York
$216K +$207K +14,630 +3,010%
BAM
142
Belpointe Asset Management
Nevada
$214K +$70.9K +5,000 +50%
ACI
143
Alpha Cubed Investments
California
$211K +$209K +14,714 New
NEPWA
144
New England Private Wealth Advisors
Massachusetts
$210K
CRC
145
Curi RMB Capital
Illinois
$201K -$21.6K -1,523 -10%
Mercer Global Advisors
146
Mercer Global Advisors
Colorado
$201K -$12.8K -901 -6%
MOS
147
MGO One Seven
Ohio
$201K -$3.93K -277 -2%
BHWM
148
Bar Harbor Wealth Management
New Hampshire
$200K
CFB
149
Cullen/Frost Bankers
Texas
$198K -$18.9K -1,336 -9%
BAS
150
Brown Advisory Securities
Maryland
$190K