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Nuveen New York AMT-Free Quality Municipal Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MC
51
Mathes Company
New York
$235K
BCG
52
Breakwater Capital Group
New Jersey
$231K +$73.8K +7,185 +47%
Jane Street
53
Jane Street
New York
$214K -$1.24M -120,619 -85%
EAM
54
Evanson Asset Management
California
$204K +$205K +19,974 New
AIS
55
Accredited Investor Services
Minnesota
$201K +$41.7K +4,063 +26%
WJWM
56
Williams Jones Wealth Management
New York
$199K -$56.1K -5,466 -22%
MWM
57
Melfa Wealth Management
Massachusetts
$190K
P
58
&Partners
Tennessee
$185K +$38.3K +3,728 +26%
CCFM
59
Clear Creek Financial Management
Washington
$182K
GG
60
GenWealth Group
New Jersey
$179K +$180K +17,565 New
SPIA
61
Steward Partners Investment Advisory
New York
$170K +$13.3K +1,300 +8%
Creative Planning
62
Creative Planning
Kansas
$170K +$55K +5,358 +47%
MHIP
63
Mountain Hill Investment Partners
New Jersey
$169K
MFG
64
Merit Financial Group
Georgia
$157K +$33K +3,213 +26%
MC
65
Moors & Cabot
Massachusetts
$152K
MCM
66
MAI Capital Management
Ohio
$152K +$128K +12,500 +521%
PAS
67
Park Avenue Securities
New York
$144K +$145K +14,144 New
MML Investors Services
68
MML Investors Services
Massachusetts
$140K -$223K -21,676 -61%
PA
69
Pinnacle Associates
New York
$139K -$30.8K -3,000 -18%
SWM
70
Spire Wealth Management
Virginia
$126K
KA
71
Kercheville Advisors
Texas
$126K +$585 +57 +0.5%
MCCA
72
Mill Creek Capital Advisors
Pennsylvania
$124K
OAM
73
Occidental Asset Management
California
$120K +$120K +11,725 New
EAM
74
Everstar Asset Management
North Carolina
$117K -$14.7K -1,436 -11%
IWA
75
IBEX Wealth Advisors
New Jersey
$116K