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Nuveen AMT-Free Quality Municipal Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
151
Choate Investment Advisors
Massachusetts
$316K
WCM
152
WealthBridge Capital Management
Ohio
$316K +$15.5K +1,047 +5%
KPWS
153
Kestra Private Wealth Services
Texas
$305K
SFG
154
SevenBridge Financial Group
Pennsylvania
$299K
CAN
155
Cetera Advisor Networks
California
$298K +$24K +1,617 +9%
VR
156
Viridian RIA
Washington
$296K -$148K -10,000 Closed
FCH
157
Freestone Capital Holdings
Washington
$296K
RFC
158
Regions Financial Corp
Alabama
$295K -$45.2K -3,048 -13%
WMA
159
Wealth Management Associates
New Jersey
$294K +$30.5K +2,059 +12%
SBH
160
Segall Bryant & Hamill
Illinois
$293K -$55.6K -3,756 -16%
WKWM
161
Walter & Keenan Wealth Management
Indiana
$292K +$292K +19,712 New
IAMOG
162
Investors Asset Management of Georgia
Georgia
$291K +$59 +4 +0%
CBTWT
163
Community Bank & Trust (Waco, Texas)
Texas
$289K
PMG
164
ProVise Management Group
Florida
$284K +$15.9K +1,076 +6%
BFA
165
Beaumont Financial Advisors
Massachusetts
$282K -$356K -24,000 -56%
AIA
166
Armor Investment Advisors
North Carolina
$261K +$261K +17,627 New
SSB
167
Sandy Spring Bank
Maryland
$259K
BHWM
168
Bar Harbor Wealth Management
New Hampshire
$244K +$37K +2,500 +18%
LFAS
169
Level Four Advisory Services
Texas
$238K -$7.41K -500 -3%
Thrivent Financial for Lutherans
170
Thrivent Financial for Lutherans
Minnesota
$233K
PGFC
171
Peapack-Gladstone Financial Corp
New Jersey
$229K +$229K +15,429 New
BCA
172
Bay Colony Advisors
Massachusetts
$221K +$221K +14,939 New
MA
173
MONECO Advisors
Connecticut
$219K +$6.44K +435 +3%
Goldman Sachs
174
Goldman Sachs
New York
$218K -$42.7K -2,883 -16%
CFB
175
Cullen/Frost Bankers
Texas
$215K +$25.6K +1,726 +14%