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Nuveen Select Tax-Free Income Portfolio

Name Holding Trade Value Shares
Change
Change in
Stake
CAWM
26
Capital Advisors Wealth Management
Washington
$605K +$104K +7,428 +21%
SWP
27
Stratos Wealth Partners
Ohio
$583K +$21.4K +1,531 +4%
BAM
28
Broyhill Asset Management
North Carolina
$554K -$187K -13,343 -25%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$489K -$21.8K -1,560 -4%
FAG
30
Fortitude Advisory Group
Washington
$447K
CIA
31
Concurrent Investment Advisors
Florida
$444K +$63.4K +4,530 +17%
PA
32
Pinnacle Associates
New York
$429K
S
33
Steadtrust
Texas
$422K +$420K +30,000 New
EFS
34
Essex Financial Services
Connecticut
$407K
BBHC
35
Brown Brothers Harriman & Co
New York
$395K +$393K +28,108 New
Stifel Financial
36
Stifel Financial
Missouri
$389K -$49.7K -3,553 -11%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$375K -$20.2K -1,446 -5%
PMG
38
ProVise Management Group
Florida
$361K +$7K +500 +2%
Balyasny Asset Management
39
Balyasny Asset Management
Illinois
$346K +$344K +24,607 New
FNBTCON
40
First National Bank & Trust Co of Newtown
Pennsylvania
$331K
BCG
41
Breakwater Capital Group
New Jersey
$313K -$426K -30,417 -58%
GIM
42
Glenmede Investment Management
Pennsylvania
$312K +$311K +22,195 New
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$308K +$43.3K +3,093 +16%
SFWA
44
Summit Financial Wealth Advisors
Louisiana
$298K
WCM
45
WealthBridge Capital Management
Ohio
$282K +$280 +20 +0.1%
BSTWA
46
Blake Schutter Theil Wealth Advisors
Ohio
$251K -$307K -21,938 -55%
AWM
47
Avior Wealth Management
Nebraska
$250K -$116K -8,280 -32%
AA
48
Ancora Advisors
Ohio
$248K -$5.3K -379 -2%
PGF
49
Plan Group Financial
Oklahoma
$232K +$231K +16,540 New
VH
50
Visionary Horizons
Tennessee
$218K -$14.3K -1,020 -6%