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Nuveen Municipal Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CSA
176
Cottage Street Advisors
Massachusetts
$125K +$130K +12,000 New
RJT
177
Raymond James Trust
Florida
$124K -$7.23K -666 -5%
LA
178
LexAurum Advisors
Kansas
$121K
SFO
179
Stokes Family Office
Louisiana
$119K
VFP
180
Verus Financial Partners
Virginia
$118K
ATPW
181
Ashton Thomas Private Wealth
Arizona
$116K +$122K +11,191 New
GT
182
Glenview Trust
Kentucky
$114K
HFA
183
High Falls Advisors
New York
$114K
ANTB
184
AMG National Trust Bank
Colorado
$114K +$119K +11,000 New
MOS
185
MGO One Seven
Ohio
$113K +$119K +10,927 New
Luther King Capital Management (LKCM)
186
Luther King Capital Management (LKCM)
Texas
$109K
ONB
187
Old National Bancorp
Indiana
$109K
IAIM
188
International Assets Investment Management
Florida
$109K +$749 +69 +0.7%
BA
189
Bivin & Associates
Oklahoma
$109K +$114K +10,500 New
HIMC
190
Heritage Investors Management Corp
Maryland
$104K
MHIC
191
Marble Harbor Investment Counsel
Massachusetts
$104K
WKWM
192
Walter & Keenan Wealth Management
Indiana
$104K
BF
193
BOK Financial
Oklahoma
$104K +$109K +10,000 New
CCM
194
Coldstream Capital Management
Washington
$104K +$109K +10,000 New
PIMG
195
Patriot Investment Management Group
Tennessee
$103K
TIM
196
Tortoise Investment Management
New York
$102K +$106K +9,800 New
GC
197
Gould Capital
Washington
$102K +$107K +9,864 New
GWM
198
Geneos Wealth Management
Colorado
$99K
BWA
199
BDO Wealth Advisors
Florida
$94K
NFG
200
Next Financial Group
Texas
$88K +$29.6K +2,725 +48%