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Nuveen Municipal Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
NL
76
NVWM LLC
Pennsylvania
$416K
CWM
77
Centric Wealth Management
Illinois
$415K +$184K +16,817 +82%
RIA
78
Regal Investment Advisors
Michigan
$413K +$407K +37,228 New
LF
79
Lantz Financial
Illinois
$404K
AWM
80
Aries Wealth Management
Maine
$399K
VWA
81
V Wealth Advisors
Kansas
$392K +$386K +35,350 New
DI
82
Disciplined Investments
Oklahoma
$390K -$15K -1,374 -4%
BAM
83
Belpointe Asset Management
Nevada
$387K
RBFC
84
Roman Butler Fullerton & Co
Missouri
$387K
RC
85
Roundview Capital
New Jersey
$387K
SMC
86
Smith, Moore & Co
Missouri
$385K -$108K -9,872 -22%
IC
87
Inscription Capital
Texas
$375K
GLA
88
Good Life Advisors
Pennsylvania
$368K +$3.41K +312 +1%
MAFM
89
Mid Atlantic Financial Management
Pennsylvania
$357K
Truist Financial
90
Truist Financial
North Carolina
$353K -$75.4K -6,900 -18%
PTP
91
Platform Technology Partners
New York
$350K
OC
92
Oarsman Capital
Wisconsin
$346K
SLWS
93
Swaine & Leidel Wealth Services
Florida
$327K
DADC
94
D.A. Davidson & Co
Montana
$319K +$164 +15 +0.1%
QCM
95
Quest Capital Management
Texas
$314K
PM
96
Penbrook Management
New York
$294K
AWM
97
Accel Wealth Management
Iowa
$289K +$285K +26,054 New
MA
98
MJP Associates
Connecticut
$288K +$284K +25,972 New
Cohen & Steers
99
Cohen & Steers
New York
$276K -$828K -75,757 -75%
22CM
100
20/20 Capital Management
California
$269K -$228K -20,813 -47%