We are live on ! Find out more
NXP icon

Nuveen Select Tax-Free Income Portfolio

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
26
Windsor Wealth Management
Indiana
$296K
SPIA
27
Steward Partners Investment Advisory
New York
$277K -$113K -6,300 -29%
CIA
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%
EH
31
Equitable Holdings
New York
$205K +$201K +11,230 New
HI
32
Harbour Investments
Wisconsin
$187K
5L
33
55I LLC
Massachusetts
$184K +$180K +10,033 New
SWM
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
WTC
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
HPC
44
HM Payson & Co
Maine
$37K
AA
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
CCM
49
Covington Capital Management
California
$4K +$3.58K +200 New
IAIM
50
International Assets Investment Management
Florida
-$48K -2,873 Closed