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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
$296K – – –
Steward Partners Investment Advisory
27
Steward Partners Investment Advisory
New York
$277K -$113K -6,300 -29%
Capital Investment Advisors
28
Capital Investment Advisors
Georgia
$268K – – –
Osaic Holdings
29
Osaic Holdings
Arizona
$248K +$18 +1 +0%
BRWA
30
B. Riley Wealth Advisors
Florida
$245K +$1.32K +74 +0.6%
Equitable Holdings
31
Equitable Holdings
New York
$205K +$201K +11,230 New
Harbour Investments
32
Harbour Investments
Wisconsin
$187K – – –
55I LLC
33
55I LLC
Massachusetts
$184K +$180K +10,033 New
Spire Wealth Management
34
Spire Wealth Management
Virginia
$125K – – –
CYG
35
Clean Yield Group
Vermont
$116K +$113K +6,324 New
FEG
36
Financial Enhancement Group
Indiana
$102K +$36.7K +2,049 +58%
HWA
37
HHM Wealth Advisors
Tennessee
$97K – – –
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$64K – – –
WhitTier Trust Company
39
WhitTier Trust Company
Nevada
$64K – – –
JCM
40
Jacobi Capital Management
Pennsylvania
$63K +$269 +15 +0.4%
AF
41
Advisornet Financial
Minnesota
$54K +$412 +23 +0.8%
Fifth Third Bancorp
42
Fifth Third Bancorp
Ohio
$45K – – –
OC
43
Oakworth Capital
Alabama
$40K – – –
HM Payson & Co
44
HM Payson & Co
Maine
$37K – – –
Ancora Advisors
45
Ancora Advisors
Ohio
$30K – – –
SIM
46
Sonora Investment Management
Arizona
$22K – – –
AIM
47
Anchor Investment Management
South Carolina
$18.3K – – –
PAI
48
Pittenger & Anderson Inc
Nebraska
$5K +$4.76K +266 New
Covington Capital Management
49
Covington Capital Management
California
$4K +$3.58K +200 New
IAIM
50
International Assets Investment Management
Florida
– -$48K -2,873 Closed