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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
$586K +$5.22K +363 +0.9%
FLPIM
27
F.L. Putnam Investment Management
Massachusetts
$568K -$95K -6,609 -14%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$483K -$5.16K -359 -1%
SWM
29
Stronghold Wealth Management
Florida
$463K +$472K +32,858 New
FAG
30
Fortitude Advisory Group
Washington
$449K
CIA
31
Concurrent Investment Advisors
Florida
$445K
O3W
32
Omni 360 Wealth
New Jersey
$441K +$446K +31,018 New
WAM
33
Wolverine Asset Management
Illinois
$436K +$444K +30,927 New
PA
34
Pinnacle Associates
New York
$430K -$14 -1 -0%
S
35
Steadtrust
Texas
$423K
EFS
36
Essex Financial Services
Connecticut
$409K
PMG
37
ProVise Management Group
Florida
$403K +$41K +2,850 +11%
TPW
38
Tiller Private Wealth
Pennsylvania
$398K +$210K +14,625 +108%
BCG
39
Breakwater Capital Group
New Jersey
$369K +$7.92K +551 +2%
Stifel Financial
40
Stifel Financial
Missouri
$342K +$16.8K +1,171 +5%
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$323K -$35.4K -2,461 -10%
GT
42
Glenmede Trust
Pennsylvania
$313K +$319K +22,195 New
WIA
43
World Investment Advisors
California
$279K +$144 +10 +0.1%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$270K -$60.5K -4,213 -18%
BSTWA
45
Blake Schutter Theil Wealth Advisors
Ohio
$252K
WCM
46
WealthBridge Capital Management
Ohio
$245K +$417 +29 +0.2%
PGF
47
Plan Group Financial
Oklahoma
$233K
AA
48
Ancora Advisors
Ohio
$233K -$13.1K -912 -5%
AWM
49
Avior Wealth Management
Nebraska
$231K -$20.3K -1,412 -8%
MA
50
Mutual Advisors
Nebraska
$225K +$230K +15,993 New