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Nuveen Select Tax-Free Income Portfolio

Name Holding Trade Value Shares
Change
Change in
Stake
PGF
51
Plan Group Financial
Oklahoma
$237K
AWM
52
Avior Wealth Management
Nebraska
$235K
SWA
53
Sightline Wealth Advisors
Connecticut
$226K +$1.11K +78 +0.5%
AA
54
Ancora Advisors
Ohio
$224K -$13.3K -931 -6%
GKWIM
55
Gerber Kawasaki Wealth & Investment Management
California
$216K +$215K +15,050 New
DADC
56
D.A. Davidson & Co
Montana
$212K +$36.2K +2,530 +21%
FNBTCON
57
First National Bank & Trust Co of Newtown
Pennsylvania
$207K
GLR
58
Great Lakes Retirement
Ohio
$205K
Fifth Third Bancorp
59
Fifth Third Bancorp
Ohio
$203K +$202K +14,146 New
TWP
60
Tyche Wealth Partners
Texas
$201K +$54.3K +3,798 +37%
VH
61
Visionary Horizons
Tennessee
$201K
P
62
&Partners
Tennessee
$195K -$20.6K -1,442 -10%
TSS
63
Two Sigma Securities
New York
$195K +$194K +13,569 New
RFW
64
Redwood Family Wealth
Texas
$191K +$191K +13,342 New
SFWA
65
Summit Financial Wealth Advisors
Louisiana
$186K +$185K +12,957 New
Baird Financial Group
66
Baird Financial Group
Wisconsin
$182K +$182K +12,700 New
RIA
67
Realta Investment Advisors
Delaware
$176K
MML Investors Services
68
MML Investors Services
Massachusetts
$173K +$172K +12,026 New
MHB
69
Midwest Heritage Bank
Iowa
$172K
WDG
70
Wealth Dimensions Group
Ohio
$165K
MA
71
Mutual Advisors
Nebraska
$163K -$66.6K -4,658 -29%
CG
72
Caprock Group
Idaho
$160K +$160K +11,169 New
HH
73
Hilltop Holdings
Texas
$149K +$149K +10,391 New
OWA
74
Opal Wealth Advisors
New York
$148K +$148K +10,346 New
WJWM
75
Williams Jones Wealth Management
New York
$148K +$147K +10,305 New