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Nuveen Municipal Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MCA
101
Magnolia Capital Advisors
Mississippi
$350K +$349K +38,600 New
LF
102
Lantz Financial
Illinois
$337K +$99.5K +11,000 +42%
CAWM
103
Capital Advisors Wealth Management
Washington
$333K +$78.4K +8,668 +31%
HVIA
104
Hudson Valley Investment Advisors
New York
$333K -$22.6K -2,500 -6%
PI
105
PFG Investments
New York
$331K +$3.72K +411 +1%
WCM
106
WealthBridge Capital Management
Ohio
$319K +$8.85K +979 +3%
VC
107
Vicus Capital
Pennsylvania
$309K +$4.4K +487 +1%
CIA
108
Capital Investment Advisors
Georgia
$307K -$14.6K -1,620 -5%
MWM
109
Melfa Wealth Management
Massachusetts
$300K -$67.5K -7,466 -18%
Brown Advisory
110
Brown Advisory
Maryland
$296K
MCM
111
MAI Capital Management
Ohio
$294K -$2.27K -251 -0.8%
WANY
112
Wealthspire Advisors (New York)
New York
$286K +$174K +19,270 +157%
Cerity Partners
113
Cerity Partners
New York
$284K +$284K +31,395 New
OWM
114
Orca Wealth Management
Florida
$271K +$27.6K +3,058 +12%
SHFP
115
Second Half Financial Partners
Florida
$267K
CS
116
Capital Square
Tennessee
$267K -$136K -15,067 -34%
EW
117
Element Wealth
Mississippi
$251K
MFA
118
Mayflower Financial Advisors
Massachusetts
$248K
BPA
119
Beacon Pointe Advisors
California
$238K +$41.3K +4,569 +21%
MC
120
Moors & Cabot
Massachusetts
$236K +$17.2K +1,900 +8%
NCM
121
Narwhal Capital Management
Georgia
$236K -$2.68K -296 -1%
PB
122
Pinnacle Bancorp
Nebraska
$236K
BWA
123
BlueChip Wealth Advisors
Georgia
$231K
BEI
124
Benjamin Edwards Inc
Missouri
$227K +$18.1K +2,000 +9%
CJ
125
Caitlin John
Michigan
$224K +$31.6K +3,500 +17%