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Nuveen Select Tax-Free Income Portfolio

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$22K +$22.4K +1,554 New
Benjamin F. Edwards & Company
77
Benjamin F. Edwards & Company
Missouri
$20K – – –
CFO
78
CVA Family Office
Colorado
$18.5K – – –
Parallel Advisors
79
Parallel Advisors
California
$14.4K – – –
Benjamin Edwards Inc
80
Benjamin Edwards Inc
Missouri
$12K – – –
OP
81
ORG Partners
Indiana
$12K +$12K +829 New
FMP
82
Financial Management Professionals
Texas
$10K – – –
SA
83
SRH Advisors
Kansas
$7.3K – – –
Blue Trust Inc
84
Blue Trust Inc
Georgia
$7K +$6.59K +456 New
PTC
85
Private Trust Company
Ohio
$6.87K +$6.89K +477 New
TIM
86
Thompson Investment Management
Wisconsin
$5.4K – – –
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$4.28K +$43 +3 +1%
Geneos Wealth Management
88
Geneos Wealth Management
Colorado
$4.11K – – –
VF
89
VitalStone Financial
Texas
$3K – – –
FIA
90
FNY Investment Advisers
New York
$2K – – –
Baird Financial Group
91
Baird Financial Group
Wisconsin
– -$211K -14,712 Closed
Creative Planning
92
Creative Planning
Kansas
– -$194K -13,584 Closed
SP
93
Successful Portfolios
Florida
– -$147K -10,253 Closed
Ameritas Advisory Services
94
Ameritas Advisory Services
Nebraska
– -$12K -838 Closed
PMFA
95
Plante Moran Financial Advisors
Michigan
– -$6.96K -486 Closed
JP Morgan Chase
96
JP Morgan Chase
New York
– -$3K -184 Closed