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Nuveen Select Tax-Free Income Portfolio

Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
76
Northwestern Mutual Wealth Management
Wisconsin
$61K +$4.79K +290 +8%
Covington Capital Management
77
Covington Capital Management
California
$49K +$47.1K +2,856 +1,428%
Benjamin F. Edwards & Company
78
Benjamin F. Edwards & Company
Missouri
$41K +$42K +2,546 New
TCM
79
Tradewinds Capital Management
Washington
$38K +$39.5K +2,394 New
HM Payson & Co
80
HM Payson & Co
Maine
$32K – – –
CoreCap Advisors
81
CoreCap Advisors
Michigan
$32K +$33K +2,000 New
First Horizon Advisors
82
First Horizon Advisors
Tennessee
$31K +$32.7K +1,983 New
Bogart Wealth LLC
83
Bogart Wealth LLC
Virginia
$28K +$28.8K +1,742 New
EverSource Wealth Advisors
84
EverSource Wealth Advisors
Alabama
$27K +$27.7K +1,678 New
Benjamin Edwards Inc
85
Benjamin Edwards Inc
Missouri
$26K +$26.7K +1,618 New
Cullen/Frost Bankers
86
Cullen/Frost Bankers
Texas
$26K +$26.9K +1,632 New
CFO
87
CVA Family Office
Colorado
$21K +$21.2K +1,285 New
FMP
88
Financial Management Professionals
Texas
$11K +$11K +666 New
CFGS
89
Concourse Financial Group Securities
Alabama
$10K +$10.7K +647 New
CT
90
Cambridge Trust
Massachusetts
$8K +$8.19K +496 New
Geneos Wealth Management
91
Geneos Wealth Management
Colorado
$4K +$4.71K +285 New
RFA
92
Reilly Financial Advisors
California
$3K +$3.14K +190 New
Kestra Advisory Services
93
Kestra Advisory Services
Texas
– -$908K -52,217 Closed
WhitTier Trust Company
94
WhitTier Trust Company
Nevada
– -$61K -3,499 Closed
JCM
95
Jacobi Capital Management
Pennsylvania
– -$60K -3,477 Closed
AF
96
Advisornet Financial
Minnesota
– -$51K -2,956 Closed
Fidelity Investments
97
Fidelity Investments
Massachusetts
– +$17 +1 New
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
– +$33 +2 New