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Nuveen AMT-Free Quality Municipal Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SFS
126
Sowell Financial Services
Arkansas
$463K -$114K -9,942 -20%
MML Investors Services
127
MML Investors Services
Massachusetts
$450K +$66.1K +5,742 +17%
FFA
128
Farther Finance Advisors
California
$441K +$173K +15,023 +66%
WJWM
129
Williams Jones Wealth Management
New York
$430K -$139K -12,093 -25%
EIP
130
Essential Investment Partners
Colorado
$401K +$397K +34,500 New
IFG
131
Independent Financial Group
California
$398K +$61.8K +5,373 +19%
RPA
132
Rock Point Advisors
Vermont
$396K -$44.9K -3,900 -10%
Susquehanna International Group
133
Susquehanna International Group
Pennsylvania
$395K +$391K +33,984 New
CBA
134
Coastal Bridge Advisors
Connecticut
$381K +$610 +53 +0.2%
MFA
135
Mayflower Financial Advisors
Massachusetts
$380K
EPW
136
Evolve Private Wealth
California
$379K +$375K +32,600 New
SP
137
Successful Portfolios
Florida
$370K +$23K +2,000 +7%
MAM
138
Mystic Asset Management
Rhode Island
$368K
SA
139
Sanctuary Advisors
Indiana
$351K -$4.78K -415 -1%
Financial Engines Advisors
140
Financial Engines Advisors
California
$335K
CPL
141
Capital & Planning LLC
Georgia
$326K -$1.13M -98,245 -78%
BAM
142
Belpointe Asset Management
Nevada
$324K
AllianceBernstein
143
AllianceBernstein
Tennessee
$319K
AFG
144
Artesa Financial Group
Texas
$315K +$312K +27,093 New
FAG
145
Fortitude Advisory Group
Washington
$315K
AF
146
Allworth Financial
California
$315K +$36.2K +3,144 +13%
SF
147
Summit Financial
New Jersey
$313K +$52.6K +4,573 +20%
VAG
148
VisionPoint Advisory Group
Texas
$311K +$53.7K +4,664 +21%
CJ
149
Caitlin John
Michigan
$309K -$48.3K -4,200 -14%
US Bancorp
150
US Bancorp
Minnesota
$304K