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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
$4.12M -$83.4K -5,943 -2%
TIM
2
Tortoise Investment Management
New York
$1.95M +$67.3K +4,801 +4%
LPL Financial
3
LPL Financial
California
$1.69M -$100K -7,164 -6%
AFS
4
Access Financial Services
Minnesota
$1.58M +$728K +51,900 +86%
LCM
5
Landscape Capital Management
New Jersey
$1.48M +$372K +26,528 +33%
UCFA
6
United Capital Financial Advisors
Texas
$1.44M -$57.4K -4,090 -4%
SI
7
Scharf Investments
California
$1.16M +$1.16M +82,869 New
UBS Group
8
UBS Group
Switzerland
$874K -$94.7K -6,752 -10%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$833K +$24.7K +1,763 +3%
Wells Fargo
10
Wells Fargo
California
$824K +$115K +8,167 +16%
Bank of America
11
Bank of America
North Carolina
$813K -$104K -7,408 -11%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$797K -$11.6K -830 -1%
Koshinski Asset Management
13
Koshinski Asset Management
Illinois
$612K
FIMG
14
Financial & Investment Management Group
Michigan
$547K +$547K +39,000 New
VanEck Associates
15
VanEck Associates
New York
$542K +$69.4K +4,946 +15%
FNBTCON
16
First National Bank & Trust Co of Newtown
Pennsylvania
$488K
AA
17
Ancora Advisors
Ohio
$340K
RJFSA
18
Raymond James Financial Services Advisors
Florida
$330K +$112 +8 +0%
LCM
19
Laurion Capital Management
New York
$323K +$322K +22,988 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$306K +$25K +1,780 +9%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$281K -$24.8K -1,770 -8%
TJHA
22
Thomas J. Herzfeld Advisors
Florida
$249K +$72.9K +5,199 +41%
Luther King Capital Management (LKCM)
23
Luther King Capital Management (LKCM)
Texas
$236K -$45.4K -3,234 -16%
HighTower Advisors
24
HighTower Advisors
Illinois
$218K
CIA
25
Capital Investment Advisors
Georgia
$210K