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Nuveen Select Tax-Free Income Portfolio

Name Holding Trade Value Shares
Change
Change in
Stake
MFT
76
Moisand Fitzgerald Tamayo
Florida
$83.1K – – –
PB
77
Pinnacle Bancorp
Nebraska
$63.1K – – –
Steward Partners Investment Advisory
78
Steward Partners Investment Advisory
New York
$59.9K -$16.1K -1,152 -21%
Ameritas Advisory Services
79
Ameritas Advisory Services
Nebraska
$56.5K +$56.3K +4,020 New
SIS
80
Sound Income Strategies
Florida
$46.6K +$46.4K +3,316 New
OWA
81
Opal Wealth Advisors
New York
$36.1K – – –
TCM
82
Tradewinds Capital Management
Washington
$33.6K – – –
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$25K -$17.6K -1,260 -41%
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$22K – – –
IFP Advisors
85
IFP Advisors
Florida
$21K – – –
CFO
86
CVA Family Office
Colorado
$18.1K – – –
Geneos Wealth Management
87
Geneos Wealth Management
Colorado
$12K +$7.98K +570 +200%
OP
88
ORG Partners
Indiana
$11.7K – – –
OWP
89
ORG Wealth Partners
Texas
$11.1K – – –
FMP
90
Financial Management Professionals
Texas
$9.39K – – –
SA
91
SRH Advisors
Kansas
$7.17K – – –
RF
92
Robinswood Financial
Washington
$5.76K +$70 +5 +1%
TIM
93
Thompson Investment Management
Wisconsin
$5.27K – – –
CSB
94
City State Bank
Iowa
$4.97K – – –
Parallel Advisors
95
Parallel Advisors
California
$4.69K – – –
VNA
96
Valley National Advisers
Pennsylvania
$4K +$4.44K +317 New
TC
97
Trust Company
Kansas
$3.58K – – –
FIA
98
FNY Investment Advisers
New York
$2K – – –
TCOT
99
Trust Company of Toledo
Ohio
$773 +$770 +55 New
BRWA
100
B. Riley Wealth Advisors
Florida
– -$526K -36,636 Closed