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Nuveen AMT-Free Quality Municipal Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
176
Great Valley Advisor Group
Delaware
$199K -$14.6K -1,304 -7%
SFC
177
Strategic Financial Concepts
Texas
$199K +$200K +17,886 New
HI
178
Harbour Investments
Wisconsin
$197K -$71.8K -6,432 -27%
BHWM
179
Bar Harbor Wealth Management
New Hampshire
$197K
WFM
180
Wolff Financial Management
Michigan
$193K +$1.95K +175 +1%
DWM
181
Destination Wealth Management
California
$188K
CT
182
Caldwell Trust
Florida
$184K
WMS
183
Wealth Management Solutions
Pennsylvania
$182K
DADC
184
D.A. Davidson & Co
Montana
$181K +$7.24K +648 +4%
FAG
185
Fortitude Advisory Group
Washington
$176K
VCM
186
Vivaldi Capital Management
Illinois
$173K +$29K +2,600 +20%
AA
187
Ancora Advisors
Ohio
$172K
AR
188
Apeiron RIA
Texas
$168K +$22 +2 +0%
WDL
189
Well Done LLC
Michigan
$157K
CRC
190
Curi RMB Capital
Illinois
$156K
JP Morgan Chase
191
JP Morgan Chase
New York
$156K +$156K +14,012 New
SWM
192
SeaCrest Wealth Management
New York
$155K +$413 +37 +0.3%
USCWA
193
U.S. Capital Wealth Advisors
Texas
$153K +$134 +12 +0.1%
CB
194
Commerce Bank
Missouri
$152K +$14.6K +1,310 +11%
Carson Wealth (CWM LLC)
195
Carson Wealth (CWM LLC)
Nebraska
$148K -$5.11K -458 -3%
GWSG
196
GPS Wealth Strategies Group
Colorado
$147K -$23.9K -2,140 -14%
CFGSD
197
Compass Financial Group (South Dakota)
South Dakota
$146K +$413 +37 +0.3%
WWM
198
Western Wealth Management
Colorado
$146K
SVWAG
199
Sound View Wealth Advisors Group
Georgia
$145K +$15K +1,345 +11%
OHWP
200
Oak Harbor Wealth Partners
North Carolina
$143K +$22 +2 +0%