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Nuveen AMT-Free Municipal Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
DC
26
Davenport & Co
Virginia
$307K
HighTower Advisors
27
HighTower Advisors
Illinois
$254K +$1.43K +85 +0.6%
WAM
28
Wolverine Asset Management
Illinois
$204K +$47.7K +2,832 +32%
GVAG
29
Great Valley Advisor Group
Delaware
$201K +$196K +11,650 New
JFGIW
30
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$187K
Osaic Holdings
31
Osaic Holdings
Arizona
$185K -$12.5K -740 -6%
DAS
32
Dynamic Advisor Solutions
Arizona
$176K +$172K +10,187 New
CFB
33
Cullen/Frost Bankers
Texas
$127K
BAM
34
Belpointe Asset Management
Nevada
$118K
CYG
35
Clean Yield Group
Vermont
$105K +$103K +6,087 New
NFG
36
Next Financial Group
Texas
$100K +$15.9K +945 +19%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$98K
TJHA
38
Thomas J. Herzfeld Advisors
Florida
$86K
Bessemer Group
39
Bessemer Group
New Jersey
$72K
SWM
40
Spire Wealth Management
Virginia
$69K
SPIA
41
Steward Partners Investment Advisory
New York
$63K -$95.8K -5,687 -61%
HI
42
Harbour Investments
Wisconsin
$62K
Citigroup
43
Citigroup
New York
$55K +$354 +21 +0.7%
Kayne Anderson Rudnick Investment Management
44
Kayne Anderson Rudnick Investment Management
California
$48K
SIAP
45
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$48K
AWM
46
Avior Wealth Management
Nebraska
$45K
JWA
47
JFS Wealth Advisors
Pennsylvania
$33K +$32K +1,900 New
JCM
48
Jacobi Capital Management
Pennsylvania
$10K +$67 +4 +0.7%
ANBT
49
American National Bank & Trust
Texas
$8K
MC
50
Matisse Capital
Oregon
-$221K -13,470 Closed