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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
$4.17M -$1.16M -80,043 -22%
LPL Financial
2
LPL Financial
California
$3.5M -$352K -24,357 -9%
Wells Fargo
3
Wells Fargo
California
$1.31M -$310K -21,472 -20%
TIM
4
Tortoise Investment Management
New York
$1.29M +$135K +9,312 +12%
UBS Group
5
UBS Group
Switzerland
$1.19M -$12.4K -856 -1%
UCFA
6
United Capital Financial Advisors
Texas
$1.13M +$183K +12,636 +20%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$930K +$183K +12,636 +25%
Bank of America
8
Bank of America
North Carolina
$872K -$170K -11,780 -17%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$795K +$5.53K +383 +0.7%
Koshinski Asset Management
10
Koshinski Asset Management
Illinois
$657K -$83.8K -5,800 -12%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$636K +$16.7K +1,156 +3%
FNBTCON
12
First National Bank & Trust Co of Newtown
Pennsylvania
$559K
VanEck Associates
13
VanEck Associates
New York
$532K +$144K +9,993 +39%
LCM
14
Landscape Capital Management
New Jersey
$372K -$215K -14,852 -37%
Luther King Capital Management (LKCM)
15
Luther King Capital Management (LKCM)
Texas
$354K -$26K -1,800 -7%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$348K -$9.33K -646 -3%
ASA
17
Armstrong Shaw Associates
Connecticut
$298K
Fifth Third Bancorp
18
Fifth Third Bancorp
Ohio
$298K
MFS
19
MSI Financial Services
Massachusetts
$292K +$16.7K +1,155 +6%
AFWA
20
Ancora Family Wealth Advisors
Ohio
$271K
NFG
21
Nations Financial Group
Iowa
$254K -$22K -1,520 -8%
YP
22
Yellowstone Partners
Idaho
$238K +$87 +6 +0%
HighTower Advisors
23
HighTower Advisors
Illinois
$233K +$226K +15,664 New
CIA
24
Capital Investment Advisors
Georgia
$223K -$8.29K -574 -4%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$214K +$130 +9 +0.1%