We are live on ! Find out more
NXP icon

Nuveen Select Tax-Free Income Portfolio

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
51
Windsor Wealth Management
Indiana
$213K – – –
Luther King Capital Management (LKCM)
52
Luther King Capital Management (LKCM)
Texas
$210K – – –
MHB
53
Midwest Heritage Bank
Iowa
$207K – – –
Annex Advisory Services
54
Annex Advisory Services
Wisconsin
$200K +$214K +15,375 New
Private Advisor Group
55
Private Advisor Group
New Jersey
$199K +$111 +8 +0.1%
OBWG
56
Onyx Bridge Wealth Group
New York
$186K +$24.4K +1,750 +14%
Creative Planning
57
Creative Planning
Kansas
$177K -$27.8K -1,998 -13%
ICMP
58
Integrated Capital Management (Pennsylvania)
Pennsylvania
$166K -$1.45K -104 -0.8%
Stratos Wealth Partners
59
Stratos Wealth Partners
Ohio
$161K -$32.6K -2,338 -16%
HighTower Advisors
60
HighTower Advisors
Illinois
$159K +$170K +12,163 New
DDPIC
61
Deroy & Devereaux Private Investment Counsel
Michigan
$157K – – –
WDG
62
Wealth Dimensions Group
Ohio
$150K – – –
IFP Advisors
63
IFP Advisors
Florida
$132K – – –
JP Morgan Chase
64
JP Morgan Chase
New York
$130K +$139K +10,000 New
CYG
65
Clean Yield Group
Vermont
$86K +$892 +64 +1%
MFT
66
Moisand Fitzgerald Tamayo
Florida
$77K – – –
PB
67
Pinnacle Bancorp
Nebraska
$59K – – –
FEG
68
Financial Enhancement Group
Indiana
$51K – – –
Steward Partners Investment Advisory
69
Steward Partners Investment Advisory
New York
$49K -$1.34K -96 -2%
TCM
70
Tradewinds Capital Management
Washington
$31K – – –
LS
71
Leelyn Smith
Illinois
$25K +$26.3K +1,890 New
Cullen/Frost Bankers
72
Cullen/Frost Bankers
Texas
$21K – – –
Benjamin F. Edwards & Company
73
Benjamin F. Edwards & Company
Missouri
$18K – – –
CFO
74
CVA Family Office
Colorado
$17K – – –
Parallel Advisors
75
Parallel Advisors
California
$13K +$13.9K +1,000 New