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Nuveen Select Tax-Free Income Portfolio

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
26
Windsor Wealth Management
Indiana
$282K
CIA
27
Capital Investment Advisors
Georgia
$255K
BRWA
28
B. Riley Wealth Advisors
Florida
$236K +$234K +13,450 New
Osaic Holdings
29
Osaic Holdings
Arizona
$235K -$20.2K -1,160 -8%
HI
30
Harbour Investments
Wisconsin
$178K +$178K +10,235 New
SWM
31
Spire Wealth Management
Virginia
$119K +$119K +6,820 New
HWA
32
HHM Wealth Advisors
Tennessee
$92K
FEG
33
Financial Enhancement Group
Indiana
$62K -$5.41K -311 -8%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$61K -$51.5K -2,959 -46%
WTC
35
WhitTier Trust Company
Nevada
$61K
JCM
36
Jacobi Capital Management
Pennsylvania
$60K +$174 +10 +0.3%
AF
37
Advisornet Financial
Minnesota
$51K +$400 +23 +0.8%
IAIM
38
International Assets Investment Management
Florida
$48K
Fifth Third Bancorp
39
Fifth Third Bancorp
Ohio
$43K
OC
40
Oakworth Capital
Alabama
$38K
HPC
41
HM Payson & Co
Maine
$35K -$43.5K -2,500 -56%
AA
42
Ancora Advisors
Ohio
$29K
SIM
43
Sonora Investment Management
Arizona
$21K
EP
44
Eudaimonia Partners
Tennessee
$19K +$18.5K +1,065 New
AIM
45
Anchor Investment Management
South Carolina
$17.4K +$17.4K +1,000 New
M
46
MOTCO
Texas
$13K -$13K -750 -50%
DAS
47
Dynamic Advisor Solutions
Arizona
-$329K -18,491 Closed
Millennium Management
48
Millennium Management
New York
-$236K -13,253 Closed
CYG
49
Clean Yield Group
Vermont
-$112K -6,275 Closed
MFT
50
Moisand Fitzgerald Tamayo
Florida
-$29K -1,657 Closed