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Nuveen AMT-Free Quality Municipal Income Fund
NEA

Name Holding Trade Value Shares
Change 		Change in
Stake
HVIA
151
Hudson Valley Investment Advisors
New York
$343K – – –
VVP
152
Venture Visionary Partners
Ohio
$338K – – –
LWAC
153
Laurel Wealth Advisors (California)
California
$335K – – –
CIA
154
Choate Investment Advisors
Massachusetts
$332K – – –
LFAS
155
Level Four Advisory Services
Texas
$331K +$78.5K +5,156 +32%
WKWM
156
Walter & Keenan Wealth Management
Indiana
$327K – – –
WS
157
Wedbush Securities
California
$325K -$21.5K -1,411 -6%
CBTWT
158
Community Bank & Trust (Waco, Texas)
Texas
$324K +$19.5K +1,282 +7%
BS
159
Boenning & Scattergood
Pennsylvania
$315K +$51.7K +3,400 +20%
USCWA
160
U.S. Capital Wealth Advisors
Texas
$313K – – –
AWM
161
Altavista Wealth Management
North Carolina
$312K – – –
FCH
162
Freestone Capital Holdings
Washington
$312K – – –
CC
163
Callan Capital
California
$312K +$304K +20,000 New
VR
164
Viridian RIA
Washington
$312K +$304K +20,000 New
RFC
165
Regions Financial Corp
Alabama
$310K – – –
WSTAM
166
Wilbanks Smith & Thomas Asset Management
Virginia
$310K – – –
FFM
167
Forum Financial Management
Illinois
$302K +$294K +19,351 New
BRWM
168
B. Riley Wealth Management
Tennessee
$300K -$49.1K -3,229 -14%
PMG
169
ProVise Management Group
Florida
$299K – – –
IAMOG
170
Investors Asset Management of Georgia
Georgia
$297K +$122 +8 +0%
MA
171
MAS Advisors
Florida
$297K +$291K +19,117 New
WP
172
WealthShield Partners
North Carolina
$292K +$36.1K +2,370 +14%
AR
173
Apeiron RIA
Texas
$287K +$280K +18,370 New
PWP
174
Private Wealth Partners
California
$282K – – –
SSB
175
Sandy Spring Bank
Maryland
$273K – – –
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7
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