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Nuveen New York AMT-Free Quality Municipal Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
76
Spire Wealth Management
Virginia
$124K – – –
MFG
77
Merit Financial Group
Georgia
$123K +$123K +12,166 New
MCCA
78
Mill Creek Capital Advisors
Pennsylvania
$122K – – –
TIAA Trust, National Association
79
TIAA Trust, National Association
North Carolina
$121K – – –
IWA
80
IBEX Wealth Advisors
New Jersey
$115K – – –
Creative Planning
81
Creative Planning
Kansas
$114K – – –
MNBTD
82
Moody National Bank Trust Division
Texas
$113K +$114K +11,212 New
Cerity Partners
83
Cerity Partners
New York
$112K +$113K +11,125 New
STA
84
Summit Trail Advisors
New York
$108K +$109K +10,722 New
BAM
85
Belpointe Asset Management
Nevada
$107K +$107K +10,600 New
First Manhattan
86
First Manhattan
New York
$101K -$167K -16,487 -62%
SCM
87
Sage Capital Management
New Jersey
$101K +$101K +10,000 New
GRP
88
Global Retirement Partners
California
$84.6K +$84.9K +8,380 New
KAS
89
Kestra Advisory Services
Texas
$78.8K +$79K +7,805 New
EW
90
Elyxium Wealth
California
$68.6K +$68.8K +6,797 New
PWPS
91
Pinnacle Wealth Planning Services
Ohio
$51.1K +$51.2K +5,060 New
BLC
92
Brown, Lisle/Cummings
Rhode Island
$50.8K – – –
Northwestern Mutual Wealth Management
93
Northwestern Mutual Wealth Management
Wisconsin
$44.9K – – –
IAIM
94
International Assets Investment Management
Florida
$44.1K +$44.3K +4,374 New
SWA
95
SOA Wealth Advisors
New York
$40.5K – – –
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$38K – – –
MSWA
97
Marshall & Sterling Wealth Advisors
New York
$35.7K – – –
MCM
98
MAI Capital Management
Ohio
$24.2K – – –
BBHC
99
Brown Brothers Harriman & Co
New York
$21.2K – – –
HWP
100
Highline Wealth Partners
California
$20.2K – – –