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Nuveen Select Tax-Free Income Portfolio

Name Holding Trade Value Shares
Change
Change in
Stake
HM Payson & Co
76
HM Payson & Co
Maine
$29K – – –
Cullen/Frost Bankers
77
Cullen/Frost Bankers
Texas
$24K – – –
Benjamin Edwards Inc
78
Benjamin Edwards Inc
Missouri
$23K – – –
Bogart Wealth LLC
79
Bogart Wealth LLC
Virginia
$22K -$3.34K -223 -13%
Benjamin F. Edwards & Company
80
Benjamin F. Edwards & Company
Missouri
$20K -$17.1K -1,142 -45%
CFO
81
CVA Family Office
Colorado
$19K – – –
FMP
82
Financial Management Professionals
Texas
$10K – – –
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$8K -$48.3K -3,226 -85%
CT
84
Cambridge Trust
Massachusetts
$7K – – –
Geneos Wealth Management
85
Geneos Wealth Management
Colorado
$4K – – –
AF
86
Advisornet Financial
Minnesota
$2K +$2.51K +168 New
FIA
87
FNY Investment Advisers
New York
$2K +$2.99K +200 New
MIG
88
Mariner Investment Group
New York
– -$1.71M -106,809 Closed
LP
89
Lloyd Park
Illinois
– -$639K -39,985 Closed
ACA
90
Ackerman Capital Advisors
Texas
– -$563K -35,262 Closed
Salem Investment Counselors
91
Salem Investment Counselors
North Carolina
– -$549K -34,353 Closed
TJHA
92
Thomas J. Herzfeld Advisors
Florida
– -$326K -20,429 Closed
Millennium Management
93
Millennium Management
New York
– -$294K -18,392 Closed
BRWA
94
B. Riley Wealth Advisors
Florida
– -$280K -17,460 Closed
Jane Street
95
Jane Street
New York
– -$252K -15,794 Closed
LF
96
Lantz Financial
Illinois
– -$248K -15,505 Closed
Bank of New York Mellon
97
Bank of New York Mellon
New York
– -$229K -14,324 Closed
Spire Wealth Management
98
Spire Wealth Management
Virginia
– -$214K -13,402 Closed
Equitable Holdings
99
Equitable Holdings
New York
– -$170K -10,613 Closed
MFT
100
Moisand Fitzgerald Tamayo
Florida
– -$95K -5,914 Closed