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Nuveen AMT-Free Municipal Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$2.08M -$116K -6,348 -5%
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$1.65M -$46.8K -2,571 -3%
Bank of America
3
Bank of America
North Carolina
$1.26M +$50.5K +2,775 +4%
UBS Group
4
UBS Group
Switzerland
$1.14M +$24.6K +1,350 +2%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.06M +$58.3K +3,204 +6%
BTS
6
BB&T Securities
Virginia
$977K
LPL Financial
7
LPL Financial
California
$807K -$680K -37,362 -47%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$638K +$37.8K +2,076 +7%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$491K +$36.7K +2,014 +8%
VanEck Associates
10
VanEck Associates
New York
$445K +$104K +5,703 +32%
RJA
11
Raymond James & Associates
Florida
$316K +$1.07K +59 +0.4%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$271K +$260K +14,254 New
Wells Fargo
13
Wells Fargo
California
$241K +$18.2K +1,000 +9%
WT
14
Whittier Trust
California
$133K -$8.1K -445 -6%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$117K
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$88K +$84.1K +4,617 New
DADC
17
D.A. Davidson & Co
Montana
$38K -$255K -14,000 -88%
Creative Planning
18
Creative Planning
Kansas
$31K +$164 +9 +0.6%
AG
19
Advisor Group
Arizona
$31K +$30K +1,650 New
US Bancorp
20
US Bancorp
Minnesota
$27K
NFG
21
Next Financial Group
Texas
$9K
EWM
22
Evercore Wealth Management
New York
$6K +$5.46K +300 New
CRC
23
Curi RMB Capital
Illinois
-$292K -16,244 Closed
AIG
24
American International Group
New York
-$30K -1,650 Closed
FCCM
25
First City Capital Management
Georgia
-$15.7K -1,500 Closed