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Nuveen Select Tax-Free Income Portfolio

Name Holding Trade Value Shares
Change
Change in
Stake
FLPIM
26
F.L. Putnam Investment Management
Massachusetts
$763K
SWP
27
Stratos Wealth Partners
Ohio
$730K +$83.1K +5,609 +13%
BCG
28
Breakwater Capital Group
New Jersey
$675K +$32.6K +2,200 +5%
BRWA
29
B. Riley Wealth Advisors
Florida
$555K +$904 +61 +0.2%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$538K +$28.2K +1,900 +6%
Stifel Financial
31
Stifel Financial
Missouri
$472K -$23.3K -1,571 -5%
FAG
32
Fortitude Advisory Group
Washington
$471K
PA
33
Pinnacle Associates
New York
$462K
Osaic Holdings
34
Osaic Holdings
Arizona
$455K +$7.07K +477 +2%
BSTWA
35
Blake Schutter Theil Wealth Advisors
Ohio
$440K
EFS
36
Essex Financial Services
Connecticut
$439K
DADC
37
D.A. Davidson & Co
Montana
$426K +$326 +22 +0.1%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$409K +$58.2K +3,926 +17%
CAWM
39
Capital Advisors Wealth Management
Washington
$405K +$94.7K +6,390 +31%
CIA
40
Concurrent Investment Advisors
Florida
$399K +$198K +13,382 +103%
AWM
41
Avior Wealth Management
Nebraska
$395K
UCFA
42
United Capital Financial Advisors
Texas
$376K
PMG
43
ProVise Management Group
Florida
$368K
FNBTCON
44
First National Bank & Trust Co of Newtown
Pennsylvania
$357K
GT
45
Glenmede Trust
Pennsylvania
$336K
SFWA
46
Summit Financial Wealth Advisors
Louisiana
$316K +$314K +21,212 New
WCM
47
WealthBridge Capital Management
Ohio
$304K -$10.2K -689 -3%
SWA
48
Sightline Wealth Advisors
Connecticut
$298K +$2.93K +198 +1%
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$285K
AA
50
Ancora Advisors
Ohio
$280K