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Nuveen Select Tax-Free Income Portfolio

Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$786K -$22.6K -1,570 -3%
Ameriprise
27
Ameriprise
Minnesota
$690K +$122K +8,488 +21%
Osaic Holdings
28
Osaic Holdings
Arizona
$641K -$52.9K -3,681 -8%
Truist Financial
29
Truist Financial
North Carolina
$618K +$57.5K +4,000 +10%
RJT
30
Raymond James Trust
Florida
$506K +$71.4K +4,964 +16%
AF
31
Advisornet Financial
Minnesota
$471K -$34.9K -2,425 -7%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$464K -$36.8K -2,558 -7%
CBC
33
Coombe, Bender & Co
New York
$429K +$56.9K +3,959 +15%
WCM
34
WealthBridge Capital Management
Ohio
$420K +$244 +17 +0.1%
FAG
35
Fortitude Advisory Group
Washington
$420K
FNBTCON
36
First National Bank & Trust Co of Newtown
Pennsylvania
$337K
PMG
37
ProVise Management Group
Florida
$327K
First Trust Advisors
38
First Trust Advisors
Illinois
$320K +$80K +5,562 +33%
GT
39
Glenmede Trust
Pennsylvania
$318K
AA
40
Ancora Advisors
Ohio
$315K
DADC
41
D.A. Davidson & Co
Montana
$305K +$1.91K +133 +0.6%
FAIM
42
Financial Advocates Investment Management
Washington
$278K +$280K +19,455 New
SWA
43
Sightline Wealth Advisors
Connecticut
$267K +$1.87K +130 +0.7%
LF
44
Lantz Financial
Illinois
$241K
WWM
45
Windsor Wealth Management
Indiana
$231K
MHB
46
Midwest Heritage Bank
Iowa
$227K
SCA
47
Southern Capital Advisors
Tennessee
$222K +$224K +15,545 New
Luther King Capital Management (LKCM)
48
Luther King Capital Management (LKCM)
Texas
$222K
AAS
49
Annex Advisory Services
Wisconsin
$220K
Baird Financial Group
50
Baird Financial Group
Wisconsin
$211K -$36.2K -2,519 -15%