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Nuveen Select Tax-Free Income Portfolio

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$4.84M +$245K +18,181 +5%
LPL Financial
2
LPL Financial
California
$1.71M -$85.4K -6,331 -5%
Wells Fargo
3
Wells Fargo
California
$1.24M +$160K +11,831 +15%
UBS Group
4
UBS Group
Switzerland
$984K +$29.6K +2,195 +3%
TIM
5
Tortoise Investment Management
New York
$893K +$196K +14,555 +28%
Bank of America
6
Bank of America
North Carolina
$813K -$127K -9,384 -14%
UCFA
7
United Capital Financial Advisors
Texas
$721K +$69.8K +5,174 +11%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$713K +$6.97K +517 +1%
Koshinski Asset Management
9
Koshinski Asset Management
Illinois
$677K -$20.2K -1,500 -3%
LCM
10
Landscape Capital Management
New Jersey
$580K +$78.4K +5,814 +16%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$562K +$101K +7,517 +22%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$531K +$23.2K +1,720 +5%
FNBTCON
13
First National Bank & Trust Co of Newtown
Pennsylvania
$510K
Luther King Capital Management (LKCM)
14
Luther King Capital Management (LKCM)
Texas
$347K
VanEck Associates
15
VanEck Associates
New York
$316K +$75K +5,565 +31%
WAM
16
Wolverine Asset Management
Illinois
$285K +$131K +9,697 +85%
ASA
17
Armstrong Shaw Associates
Connecticut
$271K
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$263K
OC
19
Oppenheimer & Co
New York
$257K +$255K +18,922 New
AFWA
20
Ancora Family Wealth Advisors
Ohio
$247K +$245K +18,185 New
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$242K -$38.5K -2,853 -14%
Invesco
22
Invesco
Georgia
$235K +$337 +25 +0.1%
CIA
23
Capital Investment Advisors
Georgia
$216K
YP
24
Yellowstone Partners
Idaho
$216K +$135 +10 +0.1%
RCYC
25
Richard C. Young & Co
Rhode Island
$193K +$1.65K +122 +0.9%