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Nuveen AMT-Free Municipal Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$254K +$46.1K +3,277 +20%
MIG
27
Mariner Investment Group
New York
$227K +$71.6K +5,085 +42%
Truist Financial
28
Truist Financial
North Carolina
$207K -$23.9K -1,700 -10%
HighTower Advisors
29
HighTower Advisors
Illinois
$200K +$1.48K +105 +0.7%
NRI
30
NFP Retirement Inc
California
$189K
Osaic Holdings
31
Osaic Holdings
Arizona
$145K -$76.6K -5,444 -33%
GC
32
Guggenheim Capital
Illinois
$144K -$383K -27,168 -71%
JFGIW
33
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$143K
RJA
34
Raymond James & Associates
Florida
$141K +$151K +10,731 New
DI
35
Disciplined Investments
Oklahoma
$119K +$634 +45 +0.5%
CFB
36
Cullen/Frost Bankers
Texas
$96K
CYG
37
Clean Yield Group
Vermont
$84K +$732 +52 +0.8%
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$74K
BTI
39
Blue Trust Inc
Georgia
$53K +$52.8K +3,750 New
AWM
40
Avior Wealth Management
Nebraska
$34K
SWM
41
Spire Wealth Management
Virginia
$26K
BWM
42
BerganKDV Wealth Management
Minnesota
$20K +$21.6K +1,533 New
FPB
43
First PREMIER Bank
South Dakota
$9K -$28.2K -2,000 -75%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$8K +$42 +3 +0.5%
LS
45
Leelyn Smith
Illinois
$7K +$7.08K +503 New
UB
46
UMB Bank
Missouri
$6K
FIA
47
FNY Investment Advisers
New York
$1K
DC
48
Davenport & Co
Virginia
-$243K -17,187 Closed
SWM
49
SeaCrest Wealth Management
New York
-$28K -2,000 Closed