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Nuveen Municipal Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$584K +$58.3K +6,043 +12%
OIA
52
Optimum Investment Advisors
Illinois
$559K
GWM
53
Greenwich Wealth Management
Connecticut
$544K -$81.8K -8,476 -13%
NCM
54
Narwhal Capital Management
Georgia
$542K -$71.9K -7,445 -12%
CCWA
55
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$532K +$513K +53,165 New
ATC
56
Argent Trust Co
Tennessee
$507K +$193K +20,000 +65%
WA
57
Winfield Associates
Ohio
$493K
GIM
58
Greenwich Investment Management
Connecticut
$471K -$1.93K -200 -0.4%
CFB
59
Cullen/Frost Bankers
Texas
$424K
FM
60
Family Management
New York
$403K -$19.4K -2,008 -5%
HH
61
Hilltop Holdings
Texas
$399K +$9.32K +966 +2%
CIA
62
Capital Investment Advisors
Georgia
$397K
LNB
63
Ledyard National Bank
$389K
AWM
64
Aries Wealth Management
Maine
$365K
LF
65
Lantz Financial
Illinois
$364K +$352K +36,418 New
Creative Planning
66
Creative Planning
Kansas
$360K -$104K -10,752 -23%
DAS
67
Dynamic Advisor Solutions
Arizona
$360K +$183 +19 +0.1%
RBFC
68
Roman Butler Fullerton & Co
Missouri
$348K
RC
69
Roundview Capital
New Jersey
$348K
IC
70
Inscription Capital
Texas
$339K -$168K -17,412 -34%
KIC
71
Keating Investment Counselors
Florida
$338K
EPA
72
Element Pointe Advisors
Florida
$336K -$9.24K -957 -3%
MC
73
Mathes Company
New York
$335K
CSA
74
Cottage Street Advisors
Massachusetts
$330K
BAM
75
Belpointe Asset Management
Nevada
$329K +$317K +32,850 New