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Nuveen New York AMT-Free Quality Municipal Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Pathstone Holdings
76
Pathstone Holdings
New Jersey
$130K +$128K +12,123 New
OAM
77
Occidental Asset Management
California
$126K – – –
EH
78
Equitable Holdings
New York
$123K +$121K +11,500 New
EAM
79
Everstar Asset Management
North Carolina
$123K – – –
IWA
80
IBEX Wealth Advisors
New Jersey
$122K – – –
Creative Planning
81
Creative Planning
Kansas
$121K -$56.4K -5,358 -32%
AAP
82
Arax Advisory Partners
Colorado
$120K +$118K +11,238 New
BAM
83
Belpointe Asset Management
Nevada
$114K – – –
First Manhattan
84
First Manhattan
New York
$108K – – –
SCM
85
Sage Capital Management
New Jersey
$107K – – –
PWPS
86
Pinnacle Wealth Planning Services
Ohio
$86.8K -$147 -14 -0.2%
FFA
87
Farther Finance Advisors
California
$69.7K +$68.4K +6,500 New
Jones Financial Companies
88
Jones Financial Companies
Missouri
$63.7K +$63.2K +6,000 New
BLC
89
Brown, Lisle/Cummings
Rhode Island
$54K – – –
IAIM
90
International Assets Investment Management
Florida
$51.7K +$4.55K +432 +10%
PCM
91
Penserra Capital Management
California
$47K +$30.9K +2,932 +200%
Northwestern Mutual Wealth Management
92
Northwestern Mutual Wealth Management
Wisconsin
$46.6K -$1.05K -100 -2%
SWA
93
SOA Wealth Advisors
New York
$43K – – –
MSWA
94
Marshall & Sterling Wealth Advisors
New York
$37.9K – – –
AssetMark Inc
95
AssetMark Inc
California
$28.3K +$27.8K +2,643 New
BBHC
96
Brown Brothers Harriman & Co
New York
$22.5K – – –
HWP
97
Highline Wealth Partners
California
$21.4K – – –
WA
98
WPG Advisers
Maryland
$19.9K -$32 -3 -0.2%
IA
99
IFG Advisory
Georgia
$17.2K +$16.9K +1,604 New
NB
100
NBT Bank
New York
$14K – – –