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Nuveen New York AMT-Free Quality Municipal Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CS
51
Credit Suisse
Switzerland
$273K
TCA
52
Transcend Capital Advisors
New Jersey
$264K
SWM
53
Spire Wealth Management
Virginia
$262K +$261K +19,329 New
Rockefeller Capital Management
54
Rockefeller Capital Management
New York
$240K -$34K -2,518 -12%
SMH
55
Sanders Morris Harris
Texas
$222K
LPL Financial
56
LPL Financial
California
$221K +$473 +35 +0.2%
RJA
57
Raymond James & Associates
Florida
$221K +$27.5K +2,033 +14%
WFA
58
Wellspring Financial Advisors
Ohio
$214K -$120K -8,896 -34%
CAN
59
Cetera Advisor Networks
California
$188K
RJFSA
60
Raymond James Financial Services Advisors
Florida
$181K +$3.27K +242 +2%
PCA
61
Peddock Capital Advisors
Massachusetts
$171K +$169K +12,500 New
NL
62
NWAM LLC
Washington
$169K -$79.4K -5,875 -32%
OBWG
63
Onyx Bridge Wealth Group
New York
$169K
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$164K +$14.5K +1,076 +10%
Lazard Asset Management
65
Lazard Asset Management
New York
$161K
V
66
Veritable
Delaware
$143K
TFCP
67
Twin Focus Capital Partners
Massachusetts
$140K
SWA
68
SOA Wealth Advisors
New York
$125K -$36.7K -2,714 -23%
LWA
69
Lenox Wealth Advisors
New York
$124K
BAM
70
Belpointe Asset Management
Nevada
$110K +$109K +8,050 New
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$108K -$69.2K -5,121 -40%
NFG
72
Next Financial Group
Texas
$86K
SFS
73
Sowell Financial Services
Arkansas
$78K +$75.7K +5,600 New
APA
74
American Portfolios Advisors
New York
$74.6K +$18.1K +1,337 +32%
CWP
75
Concord Wealth Partners
Virginia
$68K