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Nuveen Select Tax-Free Income Portfolio

Name Holding Trade Value Shares
Change
Change in
Stake
Cohen & Steers
26
Cohen & Steers
New York
$848K +$418K +30,000 +86%
DTIM
27
Danda Trouve Investment Management
Kansas
$847K -$43.5K -3,125 -5%
Ameriprise
28
Ameriprise
Minnesota
$778K +$299K +21,431 +56%
CIA
29
Capital Investment Advisors
Georgia
$740K -$5.89K -423 -0.7%
Stifel Financial
30
Stifel Financial
Missouri
$735K +$327K +23,473 +71%
LPL Financial
31
LPL Financial
California
$721K -$24.7K -1,771 -3%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$496K +$56.3K +4,042 +12%
WCM
33
WealthBridge Capital Management
Ohio
$480K
Osaic Holdings
34
Osaic Holdings
Arizona
$480K +$24.9K +1,789 +5%
LP
35
Lloyd Park
Illinois
$465K +$4.75K +341 +1%
RJT
36
Raymond James Trust
Florida
$396K -$28.4K -2,036 -6%
AF
37
Advisornet Financial
Minnesota
$388K +$412K +29,583 +17,609%
FAG
38
Fortitude Advisory Group
Washington
$383K
CBC
39
Coombe, Bender & Co
New York
$365K -$20.3K -1,460 -5%
Truist Financial
40
Truist Financial
North Carolina
$321K +$139K +10,000 +68%
FNBTCON
41
First National Bank & Trust Co of Newtown
Pennsylvania
$307K
PMG
42
ProVise Management Group
Florida
$291K +$311K +22,340 New
GT
43
Glenmede Trust
Pennsylvania
$289K -$168K -12,068 -35%
AA
44
Ancora Advisors
Ohio
$287K -$9.18K -659 -3%
DADC
45
D.A. Davidson & Co
Montana
$273K +$2.68K +192 +0.9%
HI
46
Harbour Investments
Wisconsin
$254K
LF
47
Lantz Financial
Illinois
$220K
RIA
48
Regal Investment Advisors
Michigan
$215K -$85.8K -6,154 -27%
First Trust Advisors
49
First Trust Advisors
Illinois
$214K -$20.9K -1,500 -8%
SWA
50
Sightline Wealth Advisors
Connecticut
$214K +$1.45K +104 +0.6%