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Nuveen Select Tax-Free Income Portfolio

Name Holding Trade Value Shares
Change
Change in
Stake
NS
76
NBC Securities
Alabama
$30K – – –
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$25.3K -$2.76K -186 -10%
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$23K – – –
CFO
79
CVA Family Office
Colorado
$19.4K – – –
Parallel Advisors
80
Parallel Advisors
California
$15.1K – – –
OP
81
ORG Partners
Indiana
$12.5K -$11.7K -788 -49%
OWP
82
ORG Wealth Partners
Texas
$11.9K +$11.7K +788 New
FMP
83
Financial Management Professionals
Texas
$10K – – –
PWA
84
Provenance Wealth Advisors
Florida
$9.1K +$8.92K +602 New
SA
85
SRH Advisors
Kansas
$7.71K – – –
RF
86
Robinswood Financial
Washington
$6K +$59 +4 +1%
TIM
87
Thompson Investment Management
Wisconsin
$5.67K – – –
Geneos Wealth Management
88
Geneos Wealth Management
Colorado
$4.31K – – –
TC
89
Trust Company
Kansas
$3.85K – – –
FIA
90
FNY Investment Advisers
New York
$3K +$2.96K +200 New
SC
91
Swan Capital
Florida
$1.52K +$1.48K +100 New
LCM
92
Landscape Capital Management
New Jersey
– -$367K -25,314 Closed
Bank of New York Mellon
93
Bank of New York Mellon
New York
– -$249K -17,209 Closed
CAPTRUST Financial Advisors
94
CAPTRUST Financial Advisors
North Carolina
– -$149K -10,307 Closed
LIA
95
Lynx Investment Advisory
District of Columbia
– -$84.7K -5,845 Closed
Wolverine Asset Management
96
Wolverine Asset Management
Illinois
– -$76.9K -5,305 Closed
CIBC Private Wealth Group
97
CIBC Private Wealth Group
Georgia
– -$41.5K -2,856 Closed
Cullen/Frost Bankers
98
Cullen/Frost Bankers
Texas
– -$20.3K -1,400 Closed
Benjamin Edwards Inc
99
Benjamin Edwards Inc
Missouri
– -$12K -850 Closed
NewEdge Advisors
100
NewEdge Advisors
Louisiana
– -$3.54K -244 Closed