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Nuveen AMT-Free Municipal Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MFG
26
Midwest Financial Group
Kansas
$607K
DAS
27
Dynamic Advisor Solutions
Arizona
$583K -$2.84K -200 -0.5%
KAS
28
Kestra Advisory Services
Texas
$583K +$1.79K +126 +0.3%
MWM
29
Melfa Wealth Management
Massachusetts
$542K +$67.5K +4,759 +14%
GIM
30
Goelzer Investment Management
Indiana
$515K +$508K +35,805 New
AFS
31
Access Financial Services
Minnesota
$484K -$80.2K -5,650 -14%
Osaic Holdings
32
Osaic Holdings
Arizona
$457K +$74.6K +5,256 +20%
UWP
33
Uniting Wealth Partners
Kansas
$430K
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$429K -$58.9K -4,155 -12%
STA
35
Summit Trail Advisors
New York
$422K +$197K +13,869 +89%
4WM
36
49 Wealth Management
Texas
$399K +$394K +27,761 New
A
37
Alongside
Texas
$399K +$394K +27,761 New
HPBT
38
Hickory Point Bank & Trust
Illinois
$393K
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$363K -$503K -35,441 -58%
RIA
40
Realta Investment Advisors
Delaware
$331K
TWP
41
Tyche Wealth Partners
Texas
$313K
SI
42
Stephens Inc
Arkansas
$296K +$34K +2,400 +13%
Cohen & Steers
43
Cohen & Steers
New York
$288K +$284K +20,000 New
CP
44
Creekside Partners
California
$288K
SWA
45
Sax Wealth Advisors
New Jersey
$278K
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$270K +$6.04K +426 +2%
HighTower Advisors
47
HighTower Advisors
Illinois
$264K -$31.8K -2,242 -11%
Ameriprise
48
Ameriprise
Minnesota
$243K +$48.2K +3,398 +25%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$205K +$40.1K +2,826 +25%
DADC
50
D.A. Davidson & Co
Montana
$201K