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Nuveen AMT-Free Municipal Value Fund
NUW

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
26
Matisse Capital
Oregon
$221K +$223K +13,470 New
Osaic Holdings
27
Osaic Holdings
Arizona
$188K +$136K +8,222 +257%
Creative Planning
28
Creative Planning
Kansas
$180K +$180K +10,895 New
JFGIW
29
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$179K – – –
SPIA
30
Steward Partners Investment Advisory
New York
$154K +$94K +5,687 +157%
WAM
31
Wolverine Asset Management
Illinois
$147K +$148K +8,979 New
TIM
32
Tortoise Investment Management
New York
$138K +$139K +8,384 New
CFB
33
Cullen/Frost Bankers
Texas
$121K – – –
BAM
34
Belpointe Asset Management
Nevada
$112K – – –
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$93K – – –
TJHA
36
Thomas J. Herzfeld Advisors
Florida
$82K – – –
NFG
37
Next Financial Group
Texas
$80K – – –
Bessemer Group
38
Bessemer Group
New Jersey
$68K +$68.6K +4,155 New
SWM
39
Spire Wealth Management
Virginia
$66K +$66.1K +4,000 New
AIC
40
Ameritas Investment Company
Nebraska
$60.3K +$60.5K +3,660 New
HI
41
Harbour Investments
Wisconsin
$59K +$59K +3,570 New
Citigroup
42
Citigroup
New York
$52K +$51.9K +3,140 New
SIAP
43
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$46K +$46.2K +2,799 New
Kayne Anderson Rudnick Investment Management
44
Kayne Anderson Rudnick Investment Management
California
$46K +$46.3K +2,800 New
AWM
45
Avior Wealth Management
Nebraska
$43K – – –
VBCG
46
Valley Brook Capital Group
Pennsylvania
$28K +$28.9K +1,749 New
HNB
47
Huntington National Bank
Ohio
$17K – – –
JCM
48
Jacobi Capital Management
Pennsylvania
$9K +$9.09K +550 New
ANBT
49
American National Bank & Trust
Texas
$7K -$7.3K -442 -50%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$7K +$7.45K +451 New
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