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Nuveen Municipal Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
151
CAPTRUST Financial Advisors
North Carolina
$153K – – –
KeyBank National Association
152
KeyBank National Association
Ohio
$148K +$146K +16,001 New
PWS
153
Pursuit Wealth Strategies
North Carolina
$141K +$5.33K +584 +4%
OA
154
Oxbow Advisors
Texas
$137K – – –
SCA
155
Snowden Capital Advisors
New York
$137K – – –
CL
156
Choreo LLC
Illinois
$133K +$131K +14,345 New
HI
157
Harbour Investments
Wisconsin
$131K – – –
MWM
158
Modera Wealth Management
New Jersey
$128K +$456 +50 +0.4%
IAMOG
159
Investors Asset Management of Georgia
Georgia
$127K -$22.8K -2,500 -15%
SCM
160
Saxony Capital Management
Missouri
$127K – – –
RIG
161
Ramiah Investment Group
Wisconsin
$123K +$8.27K +906 +7%
SWA
162
Sightline Wealth Advisors
Connecticut
$122K +$694 +76 +0.6%
PGF
163
Plan Group Financial
Oklahoma
$120K – – –
RAM
164
Readystate Asset Management
Illinois
$119K +$118K +12,947 New
CCG
165
Coastwise Capital Group
California
$119K +$118K +12,917 New
IWA
166
IVC Wealth Advisors
Pennsylvania
$118K – – –
SI
167
Stephens Inc
Arkansas
$118K – – –
UPS
168
UHLMANN PRICE SECURITIES
Illinois
$117K -$8.72K -955 -7%
LFAS
169
Level Four Advisory Services
Texas
$117K – – –
PA
170
Pinnacle Associates
New York
$117K – – –
DADC
171
D.A. Davidson & Co
Montana
$116K -$63.7K -6,982 -36%
4WM
172
49 Wealth Management
Texas
$116K +$115K +12,574 New
A
173
Alongside
Texas
$116K +$115K +12,574 New
KWM
174
Kingsview Wealth Management
Oregon
$116K -$15.6K -1,706 -12%
DWM
175
Dakota Wealth Management
Florida
$114K -$32.9K -3,600 -23%