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Nuveen Select Tax-Free Income Portfolio

Name Holding Trade Value Shares
Change
Change in
Stake
AAM
26
Advisors Asset Management
Colorado
$627K -$763K -54,260 -56%
CAWM
27
Capital Advisors Wealth Management
Washington
$596K -$25.6K -1,817 -4%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$500K -$2.95K -210 -0.6%
FAG
29
Fortitude Advisory Group
Washington
$460K
CIA
30
Concurrent Investment Advisors
Florida
$457K
PA
31
Pinnacle Associates
New York
$441K
S
32
Steadtrust
Texas
$434K
EFS
33
Essex Financial Services
Connecticut
$419K
BAM
34
Broyhill Asset Management
North Carolina
$373K -$192K -13,635 -35%
PMG
35
ProVise Management Group
Florida
$372K
BCG
36
Breakwater Capital Group
New Jersey
$371K +$47.2K +3,355 +15%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$367K +$49K +3,486 +16%
FNBTCON
38
First National Bank & Trust Co of Newtown
Pennsylvania
$341K
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$338K -$47K -3,342 -13%
Stifel Financial
40
Stifel Financial
Missouri
$334K -$64.3K -4,571 -17%
GIM
41
Glenmede Investment Management
Pennsylvania
$321K
WIA
42
World Investment Advisors
California
$286K +$278K +19,786 New
BSTWA
43
Blake Schutter Theil Wealth Advisors
Ohio
$258K
AWM
44
Avior Wealth Management
Nebraska
$257K
AA
45
Ancora Advisors
Ohio
$252K -$3.5K -249 -1%
WCM
46
WealthBridge Capital Management
Ohio
$250K -$38.7K -2,753 -14%
PGF
47
Plan Group Financial
Oklahoma
$239K
SFWA
48
Summit Financial Wealth Advisors
Louisiana
$236K -$70.3K -5,000 -24%
MWM
49
Mission Wealth Management
California
$235K +$228K +16,229 New
SWA
50
Sightline Wealth Advisors
Connecticut
$224K +$1.57K +112 +0.7%