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Nuveen New York AMT-Free Quality Municipal Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CEFA
51
Closed-End Fund Advisors
Virginia
$272K
AWP
52
Ascent Wealth Partners
New York
$271K
EF
53
Evanson Financial
Virginia
$259K +$254K +24,146 New
LWM
54
Lionshead Wealth Management
New York
$258K +$253K +24,023 New
OWA
55
Opal Wealth Advisors
New York
$255K
BPWM
56
BCS Private Wealth Management
New Jersey
$251K
MC
57
Mathes Company
New York
$247K
WJWM
58
Williams Jones Wealth Management
New York
$230K +$21.1K +2,000 +10%
MWM
59
Melfa Wealth Management
Massachusetts
$200K
RAM
60
Readystate Asset Management
Illinois
$198K +$195K +18,513 New
CCFM
61
Clear Creek Financial Management
Washington
$191K
GG
62
GenWealth Group
New Jersey
$188K
SPIA
63
Steward Partners Investment Advisory
New York
$182K +$3.16K +300 +2%
MHIP
64
Mountain Hill Investment Partners
New Jersey
$178K
AIS
65
Accredited Investor Services
Minnesota
$176K -$34.6K -3,286 -17%
GRP
66
Global Retirement Partners
California
$172K +$169K +16,048 New
Northern Trust
67
Northern Trust
Illinois
$166K +$163K +15,474 New
MC
68
Moors & Cabot
Massachusetts
$160K
Citadel Advisors
69
Citadel Advisors
Florida
$159K +$156K +14,809 New
MFG
70
Merit Financial Group
Georgia
$153K -$11.5K -1,092 -7%
PAS
71
Park Avenue Securities
New York
$149K -$2.15K -204 -1%
KAS
72
Kestra Advisory Services
Texas
$147K +$144K +13,633 New
KA
73
Kercheville Advisors
Texas
$144K +$11.4K +1,087 +9%
SWM
74
Spire Wealth Management
Virginia
$132K
PA
75
Pinnacle Associates
New York
$130K -$15.8K -1,500 -11%