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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
$3.43M -$886K -58,803 -21%
LPL Financial
2
LPL Financial
California
$1.85M -$1.74M -115,619 -49%
UCFA
3
United Capital Financial Advisors
Texas
$1.56M +$332K +22,042 +29%
UBS Group
4
UBS Group
Switzerland
$1.43M +$191K +12,650 +16%
Wells Fargo
5
Wells Fargo
California
$1.37M +$573 +38 +0%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$1.31M +$337K +22,335 +36%
TIM
7
Tortoise Investment Management
New York
$1.23M -$118K -7,834 -9%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$1.04M +$1.01M +66,880 New
Bank of America
9
Bank of America
North Carolina
$926K +$16.3K +1,079 +2%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$752K +$86.8K +5,758 +13%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$705K -$119K -7,871 -15%
Koshinski Asset Management
12
Koshinski Asset Management
Illinois
$684K
VanEck Associates
13
VanEck Associates
New York
$650K +$93.7K +6,219 +17%
FNBTCON
14
First National Bank & Trust Co of Newtown
Pennsylvania
$571K
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$349K -$12.7K -840 -4%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$322K +$96.3K +6,390 +44%
Luther King Capital Management (LKCM)
17
Luther King Capital Management (LKCM)
Texas
$312K -$55.8K -3,700 -16%
ASA
18
Armstrong Shaw Associates
Connecticut
$310K
AFWA
19
Ancora Family Wealth Advisors
Ohio
$282K
YP
20
Yellowstone Partners
Idaho
$248K +$136 +9 +0.1%
HighTower Advisors
21
HighTower Advisors
Illinois
$243K
CIA
22
Capital Investment Advisors
Georgia
$232K
SI
23
SII Investments
Wisconsin
$218K +$212K +14,042 New
GLA
24
Great Lakes Advisors
Illinois
$195K
NFG
25
Nations Financial Group
Iowa
$189K -$73.1K -4,849 -28%