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Nuveen Select Tax-Free Income Portfolio

Name Holding Trade Value Shares
Change
Change in
Stake
Ancora Advisors
51
Ancora Advisors
Ohio
$268K – – –
Corient Private Wealth
52
Corient Private Wealth
Florida
$261K – – –
Bank of New York Mellon
53
Bank of New York Mellon
New York
$249K +$245K +17,209 New
LF
54
Lantz Financial
Illinois
$244K – – –
CAWM
55
Capital Advisors Wealth Management
Washington
$238K +$85.2K +5,979 +57%
Luther King Capital Management (LKCM)
56
Luther King Capital Management (LKCM)
Texas
$224K – – –
Annex Advisory Services
57
Annex Advisory Services
Wisconsin
$223K – – –
NFG
58
Nations Financial Group
Iowa
$208K +$9.97K +700 +5%
VH
59
Visionary Horizons
Tennessee
$198K – – –
Concurrent Investment Advisors
60
Concurrent Investment Advisors
Florida
$188K +$185K +12,969 New
DDPIC
61
Deroy & Devereaux Private Investment Counsel
Michigan
$168K – – –
WDG
62
Wealth Dimensions Group
Ohio
$167K – – –
Sanctuary Advisors
63
Sanctuary Advisors
Indiana
$161K +$164K +11,482 New
MHB
64
Midwest Heritage Bank
Iowa
$160K -$72.3K -5,076 -32%
CAPTRUST Financial Advisors
65
CAPTRUST Financial Advisors
North Carolina
$149K +$484 +34 +0.3%
Harbour Investments
66
Harbour Investments
Wisconsin
$148K – – –
TWP
67
Tyche Wealth Partners
Texas
$148K – – –
WAP
68
Wealthcare Advisory Partners
Pennsylvania
$145K -$38.3K -2,688 -21%
Steward Partners Investment Advisory
69
Steward Partners Investment Advisory
New York
$129K +$285 +20 +0.2%
RIL
70
Rothschild Investment LLC
Illinois
$126K – – –
CYG
71
Clean Yield Group
Vermont
$96.4K – – –
MFT
72
Moisand Fitzgerald Tamayo
Florida
$85.7K – – –
LIA
73
Lynx Investment Advisory
District of Columbia
$84.7K +$83.3K +5,845 New
IAIM
74
International Assets Investment Management
Florida
$77.4K +$76.1K +5,338 New
Wolverine Asset Management
75
Wolverine Asset Management
Illinois
$76.9K +$12.1K +848 +19%