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Nuveen Select Tax-Free Income Portfolio

Name Holding Trade Value Shares
Change
Change in
Stake
AA
51
Ancora Advisors
Ohio
$279K
Corient Private Wealth
52
Corient Private Wealth
Florida
$271K
LF
53
Lantz Financial
Illinois
$255K
AAS
54
Annex Advisory Services
Wisconsin
$232K
NFG
55
Nations Financial Group
Iowa
$214K -$2.5K -169 -1%
VH
56
Visionary Horizons
Tennessee
$207K
Luther King Capital Management (LKCM)
57
Luther King Capital Management (LKCM)
Texas
$204K
CIA
58
Concurrent Investment Advisors
Florida
$196K
RIA
59
Realta Investment Advisors
Delaware
$184K -$115K -7,759 -39%
SA
60
Sanctuary Advisors
Indiana
$175K +$8.36K +564 +5%
DDPIC
61
Deroy & Devereaux Private Investment Counsel
Michigan
$175K
WDG
62
Wealth Dimensions Group
Ohio
$174K
MHB
63
Midwest Heritage Bank
Iowa
$168K +$1.73K +117 +1%
TWP
64
Tyche Wealth Partners
Texas
$154K
HI
65
Harbour Investments
Wisconsin
$153K -$1.38K -93 -0.9%
WAP
66
Wealthcare Advisory Partners
Pennsylvania
$151K
IWA
67
Icon Wealth Advisors
Texas
$144K +$141K +9,503 New
RIL
68
Rothschild Investment LLC
Illinois
$132K
SPIA
69
Steward Partners Investment Advisory
New York
$109K -$24.8K -1,672 -19%
CYG
70
Clean Yield Group
Vermont
$101K
MFT
71
Moisand Fitzgerald Tamayo
Florida
$89.4K
IAIM
72
International Assets Investment Management
Florida
$81.3K +$593 +40 +0.7%
PB
73
Pinnacle Bancorp
Nebraska
$67.9K
TCM
74
Tradewinds Capital Management
Washington
$36.2K
JIP
75
Jaffetilchin Investment Partners
Florida
$34.4K +$33.7K +2,275 New