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Nuveen New York AMT-Free Quality Municipal Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
RIM
76
Rockbridge Investment Management
New York
$46K – – –
TCOV
77
Trust Company of Vermont
Vermont
$43K – – –
MRCM
78
M&R Capital Management
New Jersey
$37K – – –
BWL
79
Bogart Wealth LLC
Virginia
$36K -$6.67K -510 -15%
CHA
80
Carmichael Hill & Associates
Maryland
$34K – – –
EP
81
Eudaimonia Partners
Tennessee
$31K +$248 +19 +0.8%
WT
82
Washington Trust
Rhode Island
$27K +$27.2K +2,077 New
APWM
83
Atlas Private Wealth Management
New York
$26K – – –
WT
84
Whittier Trust
California
$23K – – –
BAM
85
Barrett Asset Management
New York
$16K – – –
TRCT
86
Tower Research Capital (TRC)
New York
$10K +$10.3K +785 New
AA
87
AQR Arbitrage
Connecticut
– -$946K -73,421 Closed
KFA
88
Kelleher Financial Advisors
New York
– -$425K -32,997 Closed
ACA
89
Ackerman Capital Advisors
Texas
– -$272K -21,143 Closed
LCM
90
Landscape Capital Management
New Jersey
– -$238K -18,499 Closed
Goldman Sachs
91
Goldman Sachs
New York
– -$207K -16,085 Closed
Truist Financial
92
Truist Financial
North Carolina
– -$195K -15,134 Closed
MAFM
93
Mid Atlantic Financial Management
Pennsylvania
– -$178K -13,807 Closed
BAM
94
Belpointe Asset Management
Nevada
– -$108K -8,382 Closed
PAG
95
Private Advisor Group
New Jersey
– -$91K -7,097 Closed
KPW
96
Kore Private Wealth
New York
– -$64K -5,000 Closed
EWM
97
Edge Wealth Management
New York
– -$56K -4,330 Closed