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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
BFEC
77
Benjamin F. Edwards & Company
Missouri
$20K
CFO
78
CVA Family Office
Colorado
$18.5K
PA
79
Parallel Advisors
California
$14.4K
BEI
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
BTI
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%
GWM
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
AAS
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