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Nuveen Municipal Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
76
Creative Planning
Kansas
$430K -$10.7K -1,092 -3%
P
77
&Partners
Tennessee
$426K +$44.8K +4,566 +12%
LNB
78
Ledyard National Bank
$416K
CIA
79
Capital Investment Advisors
Georgia
$404K +$137 +14 +0%
CFB
80
Cullen/Frost Bankers
Texas
$403K +$98.1K +10,000 +34%
Cetera Investment Advisers
81
Cetera Investment Advisers
Illinois
$402K +$39.5K +4,023 +11%
DAS
82
Dynamic Advisor Solutions
Arizona
$378K +$284 +29 +0.1%
AWM
83
Aries Wealth Management
Maine
$372K
LF
84
Lantz Financial
Illinois
$371K
DI
85
Disciplined Investments
Oklahoma
$371K +$1.34K +137 +0.4%
BAM
86
Belpointe Asset Management
Nevada
$355K
RBFC
87
Roman Butler Fullerton & Co
Missouri
$355K
RC
88
Roundview Capital
New Jersey
$355K
IC
89
Inscription Capital
Texas
$345K
Truist Financial
90
Truist Financial
North Carolina
$338K +$52.6K +5,358 +19%
CSA
91
Cottage Street Advisors
Massachusetts
$337K
MAFM
92
Mid Atlantic Financial Management
Pennsylvania
$334K +$28.9K +2,950 +10%
GLA
93
Good Life Advisors
Pennsylvania
$332K +$2.51K +256 +0.8%
FM
94
Family Management
New York
$321K
PTP
95
Platform Technology Partners
New York
$321K
OC
96
Oarsman Capital
Wisconsin
$318K
EPA
97
Element Pointe Advisors
Florida
$316K
SLWS
98
Swaine & Leidel Wealth Services
Florida
$301K
PG
99
Patten Group
Tennessee
$295K +$101K +10,317 +55%
NCM
100
Narwhal Capital Management
Georgia
$294K -$221K -22,500 -44%