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Nuveen New York AMT-Free Quality Municipal Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$976K +$180K +17,902 +21%
TIM
27
Tortoise Investment Management
New York
$860K -$412K -41,119 -31%
Stifel Financial
28
Stifel Financial
Missouri
$678K +$71.8K +7,163 +11%
NCM
29
Narwhal Capital Management
Georgia
$675K -$2.98K -297 -0.4%
HKAM
30
Horizon Kinetics Asset Management
New York
$632K
AWP
31
Ascent Wealth Partners
New York
$631K +$186K +18,500 +38%
NCM
32
Next Capital Management
New York
$630K
RWB
33
RMR Wealth Builders
New Jersey
$627K
BA
34
Bridgewater Advisors
New York
$590K
RIA
35
Realta Investment Advisors
Delaware
$575K
SIA
36
Sit Investment Associates
Minnesota
$564K -$429K -42,743 -42%
MML Investors Services
37
MML Investors Services
Massachusetts
$525K +$37.7K +3,764 +7%
Ameriprise
38
Ameriprise
Minnesota
$522K +$7.31K +729 +1%
BAM
39
Belpointe Asset Management
Nevada
$520K +$552K +55,070 New
MC
40
Mathes Company
New York
$510K
Osaic Holdings
41
Osaic Holdings
Arizona
$485K +$191K +19,000 +59%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$482K +$512K +51,023 New
Cohen & Steers
43
Cohen & Steers
New York
$457K
AAS
44
Avantax Advisory Services
Texas
$403K -$547K -54,502 -56%
SWM
45
Stockman Wealth Management
Montana
$386K
HA
46
Herold Advisors
New York
$381K
DJYG
47
David J. Yvars Group
Florida
$350K
WFA
48
Wellspring Financial Advisors
Ohio
$345K +$105K +10,500 +40%
LPL Financial
49
LPL Financial
California
$318K +$38.8K +3,866 +13%
FM
50
Family Management
New York
$311K