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Nuveen New York AMT-Free Quality Municipal Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WEC
51
Winslow Evans & Crocker
Massachusetts
$114K +$116K +8,050 New
EWM
52
Edge Wealth Management
New York
$96K +$44K +3,065 +82%
KA
53
Klingman & Associates
New York
$80K
AG
54
Advisor Group
Arizona
$69K -$13.2K -920 -16%
MRCM
55
M&R Capital Management
New Jersey
$66K
VNA
56
Valley National Advisers
Pennsylvania
$65K
Creative Planning
57
Creative Planning
Kansas
$65K +$66.5K +4,630 New
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$39K
Fifth Third Bancorp
59
Fifth Third Bancorp
Ohio
$25K
WT
60
Whittier Trust
California
$25K
IA
61
IFP Advisors
Florida
$22K
WA
62
Winfield Associates
Ohio
$20K
TF
63
Tompkins Financial
New York
$19K
Deutsche Bank
64
Deutsche Bank
Germany
$18K -$1.6M -111,305 -99%
BAM
65
Barrett Asset Management
New York
$18K
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$15K -$20.9K -1,454 -57%
LWA
67
Lenox Wealth Advisors
New York
$14K
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$10K
Northern Trust
69
Northern Trust
Illinois
$2K
SLG
70
Stanley-Laman Group
Pennsylvania
-$542K -38,000 Closed
CRC
71
Curi RMB Capital
Illinois
-$296K -20,777 Closed
TC
72
TFS Capital
Pennsylvania
-$285K -20,003 Closed
WAM
73
Wolverine Asset Management
Illinois
-$248K -17,397 Closed
OC
74
Oppenheimer & Co
New York
-$197K -13,774 Closed
DAC
75
Dividend Assets Capital
South Carolina
-$179K -12,542 Closed